Read & Watch

Explore these selected publications and presentations by Sharilyn on philanthropy, family engagement, charitable giving, and governance.
sharilyn hale
Trust River

Impact investing and donor-advised funds in Canada: Challenges and opportunities with a view to the future,

A report by Watermark Philanthropic Counsel for TwinRiver Capital (May 2025).

READ Full Report

READ Summary

legacy builders podcast

Strategic participation in giving: Optimizing individual and multi-generational engagement,

Legacy Builders, Beacon Family Office and Assante Financial Management (May 2025).

LISTEN

common sense solutions for philanthropic giving

Common Sense & Solutions: Strategies for sustainable growth,

Kainos Caribbean, Common Sense Steps to Doing Good, (April 2025).

WATCH

sharilyn hale coronation medal 2025

Dr. Sharilyn Hale awarded the King Charles III Coronation Medal,

(February 2025).

READ

family wealth report

Watermark recognized with 2025 Family Wealth Report Award,

Family Wealth Report Awards (January 2025).

READ

sharilyn hale

Foundations in Canada: Anchors for generosity and stewardship,

The Globe and Mail (November 2024).

READ

sharilyn hale

Philanthropy and Wealth 3.0: A more skillful view regarding advice on charitable giving,

Trusts and Estates Magazine (April 2024).

READ

sailing

Governance excellence and the board/CEO relationship for foundations and charities,

Carleton University, PANL Perspectives (March 2024).

READ

sharilyn hale

Women and the why, what, who, and how of philanthropic giving,

Minerva Magazine, Burgundy Asset Management (March 2024).

READ

capital club podcast dr sharilyn hale

Philanthropy trends, considerations and practices for generous families and family offices,

The Capital Club (November 2023).

LISTEN

throughtful philanthropy

Better advice for thoughtful philanthropy: Why it matters and how to get it

Canadian Family Offices (November 2023).

READ

people

Investing in Barbados social infrastructure and a check-list for giving well,

Business Barbados Magazine (2023).

READ

giving back

Sharilyn on how donors give through (and not to) in “Giving back: The $40 million question”,

CPA Pivot Magazine (July 2023).

READ

group of women

A Focus on Women’s Philanthropy in Canada: panel discussion on critical trends,

ViTreo Group Inc (2023).

WATCH

tamarind learning centre logo

Sharilyn’s Four steps to defining or refining your approach to philanthropy,

Tamarind Learning Series (2023).

LISTEN

climate philanthropy

Sharilyn discusses climate philanthropy “Climate lags among charitable causes in Canada”,

Canadian Family Offices (March 6, 2023).

READ

naming

Sharilyn on donor naming “Why we put our name on it…”,

Canadian Family Offices (February 24, 2023).

READ

thane stenner and sharilyn hale

All things Philanthropy: Thane Stenner in conversation with Dr. Sharilyn Hale,

BNN Bloomberg Smart Wealth with Thane Stenner (September 28, 2022).

LISTEN

sharilyn hale

Giving visibly, under the radar: Considerations and options for those who don’t love the limelight,

READ

cyrpto donations to charity

Sharilyn comments on how Charities embrace crypto donations even with recent market volatility,

Canadian Family Offices (July 6, 2022).

READ

governance

Watermark’s three powerful governance practices to manage private foundations,

Canadian Family Offices (July 4, 2022).

READ

philanthropic trends

Three trends that will influence Canadian philanthropy in 2022,

Canadian Family Offices (December 28, 2021).

READ

philanthropic elders

Philanthropic elders can strengthen the family philanthropy experience, describes Dr. Sharilyn Hale,

Canadian Family Offices (September 29, 2021).

READ

sharilyn hale

Dr. Hale in conversation with Canadian Family Offices on why charitable giving in Canada is at a crossroads,

Canadian Family Offices (September 10, 2021).

READ

intersections and innovations

Giving and Fundraising Trends by Dr. Sharilyn Hale – Intersections & Innovations: Change for Canada’s Voluntary and Nonprofit Sector,

The Muttart Foundation (2021).

READ

giving together

Giving Together: How Generous Families in Canada are Navigating Family Continuity and Community,

Canadian Charity Law Association (May 12, 2021).

WATCH

fea

How Philanthropy Can Support Both Family Governance and Legacy,

Let’s Talk Family Enterprise (December 2020).

LISTEN

better philanthropy

Do Better Philanthropists Provide Better Philanthropy?

Carleton University PANL (Fall, 2020).

READ

a new model for philanthropy

A New Model for How Generous Families Organize Their Giving,

National Center for Family Philanthropy (June 2020).

READ

family philanthropy

Increase Your Family-Philanthropy-Savvy: Understanding How Families Give,

The Vitreo Group Provocateur (March 2020).

READ

the state of family giving

The State of Family Giving as the Next Generation Takes the Torch.

BrainTrust Philanthropy Podcast, powered by Vitreo (2020).

LISTEN

building purpose

Building Lives of Purpose: Engaging the Next Generation in Philanthropy.

VIDEO Private client event, Burgundy Asset Management, Toronto (2019).

WATCH

family philanthropy

The Giving Governance of Multi-Generational Families:

A study of how generous families in Canada organize to make philanthropic decisions. Dissertation Summary, Hale (2019).

READ

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