How incorporated business owners fund the causes they care about — with dollars the tax department was getting anyway.
Save My Seat — FreeMost owners never make the choice — so the default wins. This webinar is about making it on purpose.
The receipt lands on your final return — your highest-rate year.
Defuses the most-taxed asset you own — over half can go to the CRA without a plan.
Same gift, capital gains tax gone, full receipt still applies.
Small premiums in, a legacy out — including CPP Philanthropy™ and PolicyPRESERVER™, taught by the strategist who trademarked them.
Every strategy above has a personal version and a corporate version. If most of your wealth sits inside your corporation, the corporate version is why you should be on this webinar — giving with dollars that never took the salary/dividend tax hit.
A two-hander: Canada's best-known insurance philanthropy strategist + the corporate insurance practice built for incorporated owners.
One of Canada's most recognized life insurance advisors. His strategic philanthropy work has helped direct $300M+ to Canadian charities since 2020. On the 14th he teaches the four ways to give, including the CPP Philanthropy™ and PolicyPRESERVER™ strategies he trademarked.
Securities transfers, policy underwriting, FMV appraisals, and will updates all have queues — and they all jam in December. Strategies that count for this tax year start in October.
Stay to the end and we'll show you how to claim it:
Free. No obligation. A 30-minute planning conversation, not a sales appointment.
Wed October 14, 2026 · 12:00–1:00 PM ET · Zoom · Free
The 4 Doors one-pager, the giving timeline and the recording come with a free Blueprint session.
No. It's the same planning conversation we have with our own clients, in public. Nothing is sold on the webinar; the only offer is a free planning session for attendees who want their own numbers run.
If you're an incorporated Canadian business owner, yes. The whole point is that strategic giving works with dollars that were already leaving — you don't need a foundation-sized fortune, you need a corporation and a cause you care about.
Register anyway. The recording and the resource pack (the 4 Doors one-pager, the DAF checklist and the year-end giving timeline) come with a free Blueprint session, so come live if you can. The Q&A with Mark is the best part.
No — it's designed to feed it. Everything we cover is built to take to your CPA; the planning sessions happen with your professional advisors, never around them.
