The 21/64 Approach Training helps you acquire the personal skills, generational awareness, and technical tools to work more effectively with multigenerational donors, families and groups.
In this training, 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 effectively engage and facilitate donors and clients in important and often complicated conversations.
Once you’ve completed the 21/64 Approach Training, you will become a 21/64 Certified Advisor, joining a global network of leaders. You will also have the option of joining the 21/64 Certified Advisors network with access to continued learning, community building, advanced trainings, the latest resources and tools, and more.
BENEFITS TO PARTICIPANTS
- Understand assumptions around family, wealth, and philanthropy
- Acquire fresh facilitation techniques for how to build engagement
- Apply group dynamics and group process skills
- Learn to facilitate 21/64 tools to have productive conversations on values, legacy, generational differences, and more
- Personal and professional development
- Acquire research and resources on engaging the next generation
- Interact in small groups and expand your network
- Earn the designation, 21/64 Certified Advisor.
WHO SHOULD ATTEND
- Philanthropic Advisors
- Community Foundation Professionals
- Investment Advisors, Private Bankers, and Estate Attorneys
- Family Office Professionals
- Foundation Directors
- Trustees who also staff their family philanthropy
BENEFITS TO PARTICIPANTS
- Understand assumptions around family, wealth, and philanthropy
- Acquire fresh facilitation techniques for how to build engagement
- Apply group dynamics and group process skills
- Learn to facilitate 21/64 tools to have productive conversations on values, legacy, generational differences, and more
- Personal and professional development
- Acquire research and resources on engaging the next generation
- Interact in small groups and expand your network
- Earn the designation, 21/64 Certified Advisor.
WHO SHOULD ATTEND
- Philanthropic Advisors
- Community Foundation Professionals
- Investment Advisors, Private Bankers, and Estate Attorneys
- Family Office Professionals
- Foundation Directors
- Trustees who also staff their family philanthropy
BENEFITS OF CERTIFICATION
The 21/64 approach is practiced worldwide and is today considered a best practice in the field of philanthropy and multifamily enterprise. As a Certified Advisor, you’re telling people that you lead with values and are equipped with the tools and methodology to teach others. Benefits of certification include:
- Add “21/64 Certified Advisor” to your credentials (signatures, LinkedIn profile, bio, etc.)
- Enjoy significant discounts on all tools
- Tap into a global network of professionals on our proprietary social platform, 21/64 Connect.
- Access to the 21/64 Learning Community (see below)
- Complimentary post-training "Welcome to the Community" call
- Access to our annual Certified Advisor gathering (virtual), along with “pop-up” events, and online community conversations for continued practice and skill building
- Receive resources and the latest articles and research
CHOOSE YOUR DATE:
October 14 & 15, 2026
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Audiences:
November 12, 13, 19 & 20
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About the Program Inspired by the Career Pathways Program at the Council on Foundations, the 21/64 Certified Advisors of Color Program is a leadership development opportunity dedicated to the training and advancement of Black, Indigenous and People of Color (BIPOC) identifying professionals and advisors working with philanthropic families and individuals in the field. Purpose The…
Audiences:
September 29-30 & October 1
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Audiences:
November 2, 3, 9 & 10, 2026
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Audiences:
FAQ
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!
Learning & Development
21/64’s Approach Training attendees learn how to help clients clarify their identities, which in turn informs grantmaking, governance, family engagement, and structures for decision-making. As part of the program, attendees receive and learn to use a full complement of 21/64’s award winning tools, experiencing their efficacy firsthand. The Approach certification opens doors to advanced-level programs and ongoing discounts throughout the year. Additionally, graduates are eligible to join 21/64’s Learning Community, offering direct access to a global network of peers, ongoing professional development, and access to new tools.