21/64 is pleased to offer annual trainings for advisors interested in acquiring the personal skills, generational awareness and technical tools to work more effectively with next-generation funders and family enterprise clients. Held over the course of two days, the 21/64 Training is a hands-on experience, geared to a small group of professionals who want to broaden their ability to relate to family philanthropy and private wealth clients, and to help them navigate more successfully across generations. Certified consultants receive discounts on tools, client referrals and join an alumni network that provides peer support and continuing education.
To read more about 21/64 training click here.
21/64 and Coventry Edwards-Pitt, CFA, CFP®, have partnered up to create the Raised Healthy, Wealthy, & Wise Toolkit for parents interested in fostering financial agency, altruism, and independence in their children. Visit our store to learn more!
21/64, in partnership with Relatives Solutions, created the Family Diagram as a resource for family members and their advisors interested in exploring family histories in order to gain deeper insights into the family dynamic in operation today.
Learn how to effectively engage next gen donors and clients in your work. Sign up before spots are full! Click here for more information and to register.
Dallas Morning News, February 2015
Strategic Philanthropy, 2015
Enlightened Philanthropy, July 1, 2014
Conducted by the Indiana University Lilly Family School of Philanthropy, the Report estimates all giving to all charitable organizations across the United States, and calculates total giving for about 53 million households across America, approximately 16 million corporations that claim charitable deductions, over a million estates, and about 82,000 foundations. To learn more about the findings in this report, click here
Enlightened Philanthropy, June 2014
Kristin Keffler, April 2014
Kevin Laskowski, 21/64 trainer Annie Hernandez, and Katie Marcus Reker, Family Giving News, June 2013
Jennifer Muntz, Family Office Exchange, March 2013