Dr. Sharilyn Hale, C.Dir, MFA-P helps those who give, give well, engage their families, and channel their wealth and influence for good.  With a successful career spanning the philanthropic sector, Sharilyn is professional and discrete, working with leading philanthropists, generous families, and social purpose organizations across Canada and the Caribbean.  As a philanthropy adviser, she draws on expertise in strategy, organizational development, research and project management, resulting in her clients having greater clarity and confidence as they give, work, and govern.
sharilyn hale
Credentials & Affiliations

Sharilyn is an advisor with 21/64 to support multi-generational family philanthropy, and a faculty member of the Ultra High Net Worth Institute, a think tank established to advance the practice of those working in the family wealth space.  A Trusted Family Advisor with the Institute for Preparing Heirs, she is also a member of P150, a global initiative to connect philanthropic advisors working with the world’s UHNW donors to collaborate and mobilize more capital for good.  She holds the Master Financial Advisor – Philanthropy (MFA-P) designation demonstrating expertise in all aspects of strategic charitable gift planning.

As a Chartered Director (C.Dir), Sharilyn is also a certified governance advisor and trainer with BoardSource, integrating their renowned curriculum and resources in her work with foundation and nonprofit boards, and blending the best of corporate and family governance.

Education & Sharing

A speaker, educator, and mentor to professional communities around the world, Sharilyn has written or co-authored numerous publications on philanthropy, governance, and the nonprofit sector, and teaches Governance & Leadership at Carleton University’s graduate program in Philanthropy & Nonprofit Leadership.  She holds undergraduate degrees in Theology and Psychology and a graduate degree in Philanthropy.  Sharilyn 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 has also released a groundbreaking study on affluent giving in the Caribbean, where she grew up and continues to work.

Volunteer Leadership

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 strengthen Canada’s philanthropic eco-system.

An experienced director, Sharilyn most recently served on the board of the Toronto Public Library Foundation in support of the world’s busiest library system, and was 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 spent her early career as a professional fundraiser, Sharilyn was Chair of CFRE International, the global credential for effective and ethical fundraising practice.

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