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To be eligible for a 2018 tax receipt, donations must be received in good order by the Strategic Charitable Giving Foundation, by 4pm (EST) on December 31, 2018.
Below are recommended timelines to assist you in meeting this deadline:
Donation Type | Submission Deadlines | Rationale |
Securities | Please submit immediately | Our experience shows that the processing of securities transfers could take several weeks. It is strongly recommended that the process gets started as early as possible. |
Third Party Mutual Funds | December 1 | 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. |
Mackenzie Mutual Funds | Client Name Accounts – December 21 Nominee Accounts – December 14 | Allow time for Nominee account opening process and for your dealership to process the transfer. |
Cheques | December 21 | 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 [email protected].
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