Views & Insights
Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.
CATEGORY: Philanthropy
Minerva: Issue 8
Minerva | March 2025
Since the 1950s, the average global lifespan has increased from 47 to 73 years—an extraordinary 26-year expansion in just seven decades. Addressing this shift requires resources to extend our health...
Donor Advised Funds: Basics & Benefits
The Journal | July 2024
At Burgundy, our legacy of partnering with philanthropic families and managing assets for private family foundations is well established. Recently, a new avenue for charitable giving has gained popula...
Giving with Purpose
The Journal | June 2024
What excites you? What inspires you? What breaks your heart? Dr. Sharilyn Hale encourages you to reflect on these questions when selecting the charitable cause that’s right for you....
A Guide to Giving: Tax Strategies & Financial Planning
The Journal | November 2023
Want to optimize your charitable contributions? In this conversation, Burgundy Investment Counsellor Jessie Bobinski was joined by Cynthia Kett from Stewart & Kett Financial Advisors to discuss th...
Burgundy Philanthropy Series: The Lacey Family
The Journal | March 2023
As part of our ongoing Burgundy series on family philanthropy, Investment Counsellor Angela Bhutani led a live discussion and Q&A period with John and Ebby Lacey, and their...
Burgundy Philanthropy Spotlight: The Arrell Family
The Journal | October 2022
As part of our ongoing Burgundy series on family philanthropy, Investment Counsellor Angela Bhutani sat down with Burgundy’s Chairman and Co-Founder Tony Arrell, his wife Anne, and their daughter...
Minerva Issue 5: Women and Philanthropy
Minerva | March 2022
Sabrina is a third-generation member of the Longo grocery business family. Rather than deciding to work in the family business, she pursued a career in the healthcare field, currently working...
Spotlight on the Longo’s Family Charitable Foundation
The Journal | July 2021
The Longo’s Family Charitable Foundation, formed in 1998, has served as an important vehicle for the family’s philanthropic interests and values. Equally as important, it has helped the Longo...