Sharilyn

Dr. Sharilyn Hale 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 philanthropic adviser, she draws on expertise in philanthropic strategy, organizational development, governance, and research, resulting in her clients having greater clarity and confidence in their giving.

sharilyn hale
Credentials & Affiliations

Sharilyn is an advisor with 21/64 to support multi-generational family philanthropy, and holds the Master Financial Advisor – Philanthropy (MFA-P) designation demonstrating expertise in all aspects of strategic charitable gift planning.  She is 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.  She’s also a Trusted Family Advisor with the Institute for Preparing Heirs, and a member of the Canadian Association of Gift Planners.

As a certified governance advisor and trainer with BoardSource, Sharilyn integrates their renowned curriculum and resources in her work with foundation and nonprofit boards.  A Chartered Director (C.Dir) and member of the Institute of Corporate Directors (ICD), she has completed ICDs course on Family Enterprise Governance.

Education & Sharing

An invited speaker and educator to professional communities around the world, Sharilyn has written or co-authored numerous publications on philanthropy, governance, and the nonprofit sector.  She holds undergraduate degrees in Theology and Psychology and a graduate degree in Philanthropy.  She 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.

She is Vice-Chair of the Toronto Public Library Foundation in support of the world’s busiest library system, and has been 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 much of her career as a professional fundraiser, Sharilyn is Past Chair of CFRE International, the globally recognized credential setting the standard for effective and ethical fundraising practice.

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