21/64

21/64 is an independent nonprofit practice providing multigenerational advising, facilitation and training for next generation engagement.

Community Foundation Training

21/64’s original two-day training and ongoing network helps you acquire the personal skills, generational awareness, and technical tools to work more effectively with next-generation funders and multigenerational family donors.

At this interactive 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 designed to help you more comfortably engage donors in important and often complicated conversations, whether you are new to the field or a seasoned advisor taking your work to the next level.

This session specifically focuses on Community Foundations and offers a myriad of strategies for how to implement this work in your own community while building your network of national colleagues. The training will be held at The Jewish Community Federation and Endowment Fund and will feature their practices for engaging next generation and multigenerational donors, among others.

Once you’ve completed the 101 Training you are eligible to join our network of over five hundred 21/64 Certified Advisors and have access to continued skill building, next level trainings, the latest resources, and peer connectivity.

Agenda

Day 1 - 9:00am - 5:00pm

  • Welcome & Overview
  • Personal Tools
    • How We Bring Ourselves To Our Work With Families
    • Training On Leadership Tools for Change Series
  • Generational Tools
    • Using the Generations as a Lens For Multigenerational Consulting
    • Training on Generational Tools, including:
      • Generational Personalities
      • Motivational Values Cards
      • Picture Your Legacy
      • Money Messages
      • Engaging the Next Generation Case Study

Day 2 - 8:30am - 3:30pm

  • Turning Theory Into Practice: How We Administer the Work
  • Implementing Stages of the Action Research Method
    • Entry and Contracting
    • Data Collection
    • Feedback
    • Planning
    • Intervention
    • Evaluation
  • Resources, Evaluation, and Next Steps
HOSTED BY

Next Training Date: September 26-27 2019 in San Francisco, CA

Materials:
You will receive a pre-training email with a detailed agenda, participant and facilitator bios, short pre-reading, and additional logistics approximately two weeks prior to the training. Hard copy materials and tools will be distributed in-person.

Payment and Fees:
Fees include the workshop, all tools and material, two breakfasts, two lunches, ongoing professional development and network membership.

Non-Profit Professional - $2,500.00

Workshops are limited to 25 participants and fill on a first-come first-serve basis.

Cancellation:
We understand life happens. If you cancel more than 60 days prior to a scheduled training, your registration will be refunded in full. If your cancellation is 30-60 days prior your registration be refunded 50%.  All cancellations within 30 days of the training are nonrefundable.  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.

Hotel Recommendations:
Please contact us if you’d like lodging recommendations.

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!

Testimonials.


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

2017-07-03T17:09:06+00:00

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

2017-08-15T12:27:20+00:00

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

2017-08-16T14:43:23+00:00

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

2017-08-16T14:45:02+00:00

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

2017-08-16T14:45:45+00:00

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!