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21/64 Approach Training – Dallas, TX – October 14-15, 2026

This training will be hosted at the headquarters of The Dallas Foundation.

The 21/64 Approach Training and ongoing peer network helps you acquire the personal skills, generational awareness, and technical tools to work more effectively with next-generation funders and multigenerational family enterprise clients.

In this in-person training taking place over two days, you will learn 21/64’s proven methodology for engaging individuals, families, and institutions at the intersection of values and governance. The program is specifically designed to help you more comfortably engage donors and clients in important and often complicated conversations, whether you are new to the field or a seasoned advisor adjusting to new modalities of engaging with clients.

Once you've completed the 21/64 Approach Training, you will become a 21/64 Certified Advisor, joining a global network of accredited professionals. You will also have the option of joining the 21/64 Learning Community with free access to continued skill building, next level trainings, the latest resources and tools, and more.

Participants should plan for a combination of live learning in person, small group participant discussion, and independent work before and between sessions.

Live Learning:

Wednesday, October 14, 2026, 8:30am/9:00am - 4:30pm CT

Thursday, October 15, 2026, 8:00am/8:30am - 3:30pm CT

The training will be held at The Dallas Foundation, located at 3000 Pegasus Park Dr #930, Dallas, TX 75247.

Logo of The Dallas Foundation, featuring a stylized blue D with diagonal lines on the left, followed by the words The Dallas Foundation in blue text.

Pre-work and Between Sessions:

We will share some independent work, readings, and videos to prepare for the training.

Light work will be assigned between the sessions.

Materials

You will receive pre-training details electronically and hard materials once you arrive at the training. Agenda, pre-reading, and additional logistics will be shared via email.

Payment and Fees

  • For-Profit Professional - $3,650
  • Non-Profit Professional & Independent Practitioner - $2,965

Tuition includes the training, hard copy tools, electronic resources, 21/64's shipping costs and one full year of certification. After one year, your certification will auto-renew at a rate of $65 annually (you can opt out at any time).

Space is limited and training is filled on a first-come first-serve basis. Please note registration closes two weeks prior to the training date.

Cancellation and Make-ups

We understand life happens. If you cancel more than 60 days prior to the training, your registration will be refunded in full. All cancellations within 60 days are non-refundable. We will try to take into account any extenuating circumstances that result in cancellation and may allow your fee to be applied to a future training within 12 months. We cannot guarantee fee postponement beyond 12 months of the originally planned training.

All training sessions are live learning and are not be available as recorded sessions for make-ups. Please plan on attending all sessions for the full duration. If you miss a session, we’ll do our best to share what was covered but cannot guarantee receiving 21/64 Certification.

21/64 Learning Community (Optional)
The 21/64 Learning Community is a community of Certified Advisors who want to deepen their learning and develop power in their practice. As a Certified Advisor who is part of the Community, you will have free access to a full complement of virtual Workshops and advisor gatherings throughout the year. Benefits include:

  • Join all 21/64 Workshops at no additional cost
  • Access Learning Community-only events
  • Receive 20% discounts on next level trainings
  • Receive 30% discounts on repeat 21/64 Approach trainings
  • Serve as our thought partners when beta-testing new tools and ideating future programming

You can sign up for the Learning Community when you register below. To do so, there will be an additional fee of $300. After one year, your certification and Learning Community fee will auto-renew at a rate of $365 annually (you can opt out at any time).

Questions?

If there’s anything you would like to discuss or if you have questions please don’t hesitate to reach out. We look forward to hearing from you!

 Registration for this training is closed. If you have any questions or would like to be added to the waitlist, please contact Sam Grimmke at [email protected].

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21/64 Approach Training – Dallas, TX – October 14-15, 2026 (Bundle)

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21/64 Approach Training - Dallas, TX - October 14-15, 2026

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21/64 Approach Training - Dallas, TX - October 14-15, 2026

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Testimonials.


The 21/64 program has been transformational in how I work with my donor clients. I am able to have authentic and actionable conversations about their philanthropy using tools and techniques I learned in the workshop.

Kaky Grant

Grant Philanthropic Advisors

21/64
2020-07-28T10:21:06-04:00

Kaky Grant

Grant Philanthropic Advisors

The 21/64 program has been transformational in how I work with my donor clients. I am able to have authentic and actionable conversations about their philanthropy using tools and techniques I learned in the workshop.
This was the best training and workshop experience I’ve ever attended. Every minute was meaningful.

Hayley Wasser - Associate Director, United Way of the Battle Creek & Kalamazoo Region

21/64
2017-07-03T17:09:06-04:00

Hayley Wasser - Associate Director, United Way of the Battle Creek & Kalamazoo Region

This was the best training and workshop experience I’ve ever attended. Every minute was meaningful.
I highly recommend this training, even if you are quite experienced in family meeting facilitation and client management. In addition to providing outstanding content, the training works on almost a meta level — not only are you covering the toolkits and techniques for facilitating family meetings in detail, but in addition you are able to observe skilled facilitators demonstrate these techniques in action as they work with the group. You are able to reflect about yourself and about the approach you bring to client work as you use the tools, and you are also able to learn from and share best practices with the highly experienced group of peers who attend the training alongside you. A highly valuable use of time!

Coventry Edwards-Pitt- Chief Wealth Advisory Officer, Ballentine Partners, LLC

21/64
2017-08-15T12:27:20-04:00

Coventry Edwards-Pitt- Chief Wealth Advisory Officer, Ballentine Partners, LLC

I highly recommend this training, even if you are quite experienced in family meeting facilitation and client management. In addition to providing outstanding content, the training works on almost a meta level — not only are you covering the toolkits and techniques for facilitating family meetings in detail, but in addition you are able to observe skilled facilitators demonstrate these techniques in action as they work with the group. You are able to reflect about yourself and about the approach you bring to client work as you use the tools, and you are also able to learn from and share best practices with the highly experienced group of peers who attend the training alongside you. A highly valuable use of time!
The 21/64 Training was the most important and impactful professional development work I’ve done in many years

101 Training Participant

21/64
2017-08-16T14:43:23-04:00

101 Training Participant

The 21/64 Training was the most important and impactful professional development work I’ve done in many years
This was the best training and workshop experience I’ve ever attended. Every minute was meaningful.

101 Training Participant

21/64
2017-08-16T14:45:02-04:00

101 Training Participant

This was the best training and workshop experience I’ve ever attended. Every minute was meaningful.
You have created a fabulous training for the 21/64 methodology and tools – the combination of personal and group development, learning on individual and then facilitation levels, and working with specific tools and an overall system – what a hard balance that you did extremely well. So many thanks for including me in the program!

101 Training Participant

21/64
2017-08-16T14:45:45-04:00

101 Training Participant

You have created a fabulous training for the 21/64 methodology and tools – the combination of personal and group development, learning on individual and then facilitation levels, and working with specific tools and an overall system – what a hard balance that you did extremely well. So many thanks for including me in the program!
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