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.
A New Generation Means NEW Generational Profiles and Personalities
There’s a new Gen on the block: Generation Z. To celebrate the Zers coming of age, 21/64 is excited to announce that our Generational tools have been updated with new images, new content, a new design and a new generation—giving Gen Z the fifth seat at the adult table, along with the Traditionalists, Baby Boomers, Gen Xers and Gen Yers/Millennials. You can use the Generational Profiles and Generational Personalities as an interactive exercise to engage your audience at your next workshop, family meeting or company retreat by clicking here.
21/64 has updated PYL, making this popular deck of colorful images more dynamic and effective at catalyzing creative conversations around legacy. You can order your own, learn more, and discover how to begin living your legacy here.
21/64 and Coventry Edwards-Pitt, CFA, CFP®, created the Healthy, Wealthy & Wise Toolkit to inspire and support parents interested in fostering financial agency, altruism, and independence in their children
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