Dr. Sharilyn Hale helps those who give, give well, and supports social purpose organizations to deepen their performance. Professional and discrete, she works with leading philanthropists, generous families and charitable organizations, drawing on expertise in philanthropic strategy, family systems, organizational development, governance, and research. Serving clients across Canada and the Caribbean, Sharilyn also serves as Burgundy Asset Management Inc.’s Strategic Partner for Philanthropy.
Credentials & Affiliations
Sharilyn is a certified advisor with NYC-based 2164 to support multi-generational family philanthropy. She holds the Master Financial Advisor – Philanthropy (MFA-P) designation demonstrating expertise in all aspects of strategic charitable gift planning, and is a member of the Canadian Association of Gift Planners upholding their code for ethical and accountable practice.
A Chartered Director (C.Dir) and member of the Institute of Corporate Directors (ICD), she has completed ICDs course on Family Enterprise Governance. She is also a certified governance advisor and trainer with BoardSource, serving nonprofit boards.
Education & Sharing
An invited speaker and educator to professional communities around the world, Sharilyn has written or co-authored numerous publications. She recently earned a doctor of education degree, where her research on family philanthropy governance produced a model that helps families approach their giving in a meaningful way that works. She is also a Research Associate with the Centre for Global Generosity, currently leading a study to explore HNW philanthropy in the Caribbean.
A committed volunteer, Sharilyn is a member of the Advisory Council for Canada’s first graduate degree program in Philanthropy and Nonprofit Leadership at Carleton University; a program initiated by a group of sector leaders – including Sharilyn – who saw a need to build Canada’s philanthropic infrastructure.
She is Vice-Chair of the Toronto Public Library Foundation, and a leadership volunteer for the Imagine Canada accreditation program for charities in Canada. Previously, she served as a Provincial Appointee to the Ontario Trillium Foundation, which is Canada’s largest grant-making foundation, and was Chair of the Governance Committee for Canadian Feed the Children. Having begun her career as a professional fundraiser, Sharilyn is Past Chair of CFRE International, the global credential ensuring effective and accountable fundraising.