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
Inside a Foundation Portfolio
The Journal | August 2026
In 1996, a presentation by David Swensen, then Chief Investment Officer at Yale University, introduced Burgundy Co-Founder Richard Rooney to the idea that a foundation with an endowed corpus is theore...
Closing the Gap with Philanthropy
The Journal | March 2025
When community and generosity come together, change happens. In this inspiring conversation from last year’s Minerva Summit, Angela Bhutani, Vice President, Investment Counsellor for Burgundy’...
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...
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...