Important Dates for 2019 Year-End Charitable Donations

To be eligible for a 2019 tax receipt, donations must be received in good order by the Strategic Charitable Giving Foundation, by 4:00pm (EST) on December 31, 2019.

We encourage you to submit year-end donations as early as possible, and recommend that you aim for the Strategic Charitable Giving Foundation to receive your donations by the submission dates listed below:

Donation Type Recommended Submission Dates Rationale
Securities November 29 Industry timelines to complete transfer requests range from 5-15 business days and are dependent on the relinquishing institution, the account type and the investment mix within the account.
Assets must be received in the Foundation’s brokerage account by December 31.
Third Party Mutual Funds November 29 Industry timelines to complete transfer requests range from 5-15 business days and are dependent on the relinquishing institution, the account type and the investment mix within the account.
Assets must be received in the Foundation’s brokerage account by December 31.
Mackenzie Mutual Funds Nominee Accounts - December 13
Client Name Accounts - December 20		 Allow time for Nominee account opening process and for your dealership to process the transfer.
Cheques December 20 Allow time for delivery of physical cheques to the Foundation by deadline.
EFT December 27 Allow time for internal communication and transfer of funds to the Foundation by the deadline.

For more information, please contact us at 1-866-445-6763 or foundation@scgf.ca.

Mackenzie Charitable Giving Program: Applications & Forms