This training will be hosted at the headquarters of the Jewish Federation of Portland.
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.
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.
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.
Wednesday, March 3, 2027, 8:30am/9:00am – 4:30pm
Thursday, March 4, 2027, 8:00am/8:30am – 3:30pm
The training will be held at the Jewish Federation of Portland, located at 9900 SW Greenburg Rd Ste 220, Tigard, OR 97223.
We will share some independent work, readings, and videos to prepare for the training.
Light work will be assigned between the sessions.
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.
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:
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!
From: $2,965.00 one time, and
$65.00 / year
| Join Us | Certified Advisor, Certified Advisor + Learning Community |
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| Select Registration Option: | For-Profit Professional, Non-Profit Professional & Independent Practitioner |
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