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).
Strategic participation in giving: Optimizing individual and multi-generational engagement,
Legacy Builders, Beacon Family Office and Assante Financial Management (May 2025).
Common Sense & Solutions: Strategies for sustainable growth,
Kainos Caribbean, Common Sense Steps to Doing Good, (April 2025).
Watermark recognized with 2025 Family Wealth Report Award,
Family Wealth Report Awards (January 2025).
Foundations in Canada: Anchors for generosity and stewardship,
The Globe and Mail (November 2024).
Philanthropy and Wealth 3.0: A more skillful view regarding advice on charitable giving,
Trusts and Estates Magazine (April 2024).
Governance excellence and the board/CEO relationship for foundations and charities,
Carleton University, PANL Perspectives (March 2024).
Women and the why, what, who, and how of philanthropic giving,
Minerva Magazine, Burgundy Asset Management (March 2024).
Philanthropy trends, considerations and practices for generous families and family offices,
The Capital Club (November 2023).
Better advice for thoughtful philanthropy: Why it matters and how to get it
Canadian Family Offices (November 2023).
Investing in Barbados social infrastructure and a check-list for giving well,
Business Barbados Magazine (2023).
Sharilyn on how donors give through (and not to) in “Giving back: The $40 million question”,
CPA Pivot Magazine (July 2023).
A Focus on Women’s Philanthropy in Canada: panel discussion on critical trends,
ViTreo Group Inc (2023).
Sharilyn’s Four steps to defining or refining your approach to philanthropy,
Tamarind Learning Series (2023).
Sharilyn discusses climate philanthropy “Climate lags among charitable causes in Canada”,
Canadian Family Offices (March 6, 2023).
Sharilyn on donor naming “Why we put our name on it…”,
Canadian Family Offices (February 24, 2023).
All things Philanthropy: Thane Stenner in conversation with Dr. Sharilyn Hale,
BNN Bloomberg Smart Wealth with Thane Stenner (September 28, 2022).
Giving visibly, under the radar: Considerations and options for those who don’t love the limelight,
Sharilyn comments on how Charities embrace crypto donations even with recent market volatility,
Canadian Family Offices (July 6, 2022).
Watermark’s three powerful governance practices to manage private foundations,
Canadian Family Offices (July 4, 2022).
Three trends that will influence Canadian philanthropy in 2022,
Canadian Family Offices (December 28, 2021).
Philanthropic elders can strengthen the family philanthropy experience, describes Dr. Sharilyn Hale,
Canadian Family Offices (September 29, 2021).
Dr. Hale in conversation with Canadian Family Offices on why charitable giving in Canada is at a crossroads,
Canadian Family Offices (September 10, 2021).
Giving and Fundraising Trends by Dr. Sharilyn Hale – Intersections & Innovations: Change for Canada’s Voluntary and Nonprofit Sector,
The Muttart Foundation (2021).
Giving Together: How Generous Families in Canada are Navigating Family Continuity and Community,
Canadian Charity Law Association (May 12, 2021).
How Philanthropy Can Support Both Family Governance and Legacy,
Let’s Talk Family Enterprise (December 2020).
A New Model for How Generous Families Organize Their Giving,
National Center for Family Philanthropy (June 2020).
Increase Your Family-Philanthropy-Savvy: Understanding How Families Give,
The Vitreo Group Provocateur (March 2020).
The State of Family Giving as the Next Generation Takes the Torch.
BrainTrust Philanthropy Podcast, powered by Vitreo (2020).
Building Lives of Purpose: Engaging the Next Generation in Philanthropy.
VIDEO Private client event, Burgundy Asset Management, Toronto (2019).
The Giving Governance of Multi-Generational Families:
A study of how generous families in Canada organize to make philanthropic decisions. Dissertation Summary, Hale (2019).