21/64 Approach Training for Community Foundations – Oklahoma City, OK

This training will be hosted at the headquarters of the Oklahoma City Community Foundation.

This training is designed specifically for Community Foundation professionals, including place-based and faith-based Community Foundations and Federations.

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.

21/64 offers Continuing Education (CE) credit for this training. 

  • CAP: 12.5 CE credit hours
  • CFRE: 11 CE credit hours
  • CFP: 12.5 CE credit hours

If you plan to request CE credit, you must select a credential during registration. CE selections cannot be added or changed after your register.

Final credit eligibility is subject to credentialing body requirements and full participation. More information is available here. 

Event Details
BENEFITS TO PARTICIPANTS
WHO SHOULD ATTEND

Professionals at placed based and faith based community foundations and federations including:

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:

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

Tuesday, May 11, 2027, 8:30am/9:00am – 4:30pm

Wednesday, May 12, 2027, 8:00am/8:30am – 3:30pm

The training will be held at the Oklahoma City Community Foundation, located at 1000 N Broadway Ave, Oklahoma City, OK 73102. 

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

Light work will be assigned between the sessions.

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

Light work will be assigned between the sessions.

  • 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.

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.

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!

21/64 Approach Training for Community Foundations – Minneapolis, MN – September 16-17, 2026 (Bundle)

From: $2,965.00 one time, and
$65.00 / year

Certified Advisor

21/64 Approach Training for Community Foundations - Minneapolis, MN - September 16-17, 2026

SKU: 41332 Category:

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Certified Advisor, Certified Advisor + Learning Community

21/64 Approach Training for Community Foundations - Minneapolis, MN - September 16-17, 2026

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Non-Profit Professional & Independent Practitioner

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