Contact Us
My Account

Clarifying Your Philanthropic Identity – April 26, 2023

Clarifying Your Philanthropic Identity

Next Workshop Date: Wednesday, April 26, 2023

12:00-1:30pm ET

As we think about 2023, many donors and clients have been asking how they can give back to support those in need and the professional advisors have asked how they can help facilitate those discussions. While it may seem easy to write a check to a local mutual aid society, it’s often overwhelming to know where to contribute beyond that. Join us for Clarifying Your Philanthropic Identity facilitated by Sharna Goldseker, founder of 21/64, one of the leading experts on family philanthropy in the United States, and co-author of Generation Impact: How Next Gen Donors Are Revolutionizing Giving. This lively, interactive and inspiring session will offer a practical experience for donors and clients to clarify the legacy, values and vision that drive their philanthropic decision making to help them decide what to fund and model ideas for professional advisors to facilitate these conversations.

With interactive exercises and small group discussions, we will help participants reflect on the the stories they heard growing up, the values they bring to their philanthropy, and their vision for the legacy they want to leave in the world.  21/64 will also reference and use versions of some its unique interactive tools during the session.

Fee: $275
Free for the Learning Community

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

Awaiting product image

Clarifying Your Philanthropic Identity – April 26, 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
Want a discount? Become a member by purchasing Certified Advisor – Certified-advisors-learning-community!

SKU: 27295 Categories: ,

Additional information

Select Registration Option:

Workshop Only, Workshop and Toolkit

Related products

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!
0
0
21/64