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Connecting Wealth & Privilege to Purpose – March 1, 2023

Connecting Wealth & Privilege to Purpose

Next Workshop Date: Wednesday, March 1, 2023

12:00-2:00pm ET

Recently, we have had discussions with many of you who have been struggling as turbulent times have made privilege—of wealth, health, community, employment, race, and more—increasingly apparent. Many next gen donors feel guilt that their wealth is a privilege, especially when so many are struggling to meet basic needs; while older generations, particularly those who have made the wealth, don’t see privilege through the same lens. Some of you are advisors, in service to your clients and seeking to help those feeling stuck by their privilege.  It has become increasingly clear that the zeitgeist around acknowledging, understanding and leveraging privilege towards positive change has gained momentum.

In this 2-hour workshop, we will consider how to use what we have towards greater purpose and meaning.

Fee: $275
Free for the Learning Community

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Connecting Wealth & Privilege to Purpose – March 1, 2023

$275.00

  • Please contact us at [email protected] with any questions.
  • If you are experiencing financial hardship at this time please contact us for options.
  • Cancellation:
    Payment is needed to confirm your seat and workshop fees are nonrefundable. We understand things happen and will try to take into account any extenuating circumstances that result in cancellation and apply payment to a future training within 12 months.
  • $0.00
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Additional information

Select Registration Option:

Workshop Only, Workshop and Toolkit

Related products

Online registration for this event is now closed.  If you would like to register, please contact Rich Polt at [email protected].

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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