"Sometimes, a well-placed gift of a few hundred dollars would make all the difference to a charity.  You don't have to be wealthy to take action."

Workshop brought to you by Mackenzie Investments

1) How will you be remembered after you are gone?

2) What impact will you have on this world?

3) What legacy will you leave to your community?

One answer is the Mackenzie Charitable Giving Fund. This is a donor-advised fund that has been around for some time and is among the fastest growing charitable instruments in the world. It is a simple, cost effective charitable vehicle that combines immediate tax benefits with the ability to support your favorite charities.

Four Easy Steps

1. The initial gift - Decide on how much you would like to donate. The initial gift to your fund must be at least $25,000 or a group of 5 people could pool as little as $5,000 each to create their own charitable foundation.

2. Make the donation - Your donation may be in cash, stocks, bonds, mutual funds or insurance. In Canada, gifts of publicly listed securities, bonds, mutual funds, etc do not attract taxable capital gains. In addition, you can maximize your tax credit up to 75% of your net income on each donation.

3. Naming your fund - Decide what you would like to call your fund, i.e. "Smith Family Charitable Fund".

4. Name your successor - You can choose an individual to succeed you as a successor. For example, you may choose to name your children or other family members to establish a multigenerational tradition of philanthropy.

This is a FREE workshop. Seating is limited. So it is advisable to register online today.