Facilitating.
Align your family’s values, goals and giving strategies.
See how we can engage your next generation.
- Engage your next generation now.
- Prepare to pass the baton before the will is read.
- Get help discussing and prioritizing your philanthropic plan while working within a multigenerational family.
We understand: multigenerational family conversations can be challenging.
But, engaging your next generation family members in meaningful dialog during your lifetime is an opportunity in itself.
Through Facilitation we enable multigenerational families to:
Engage your next generation
Craft your own values & vision statement for a philanthropic fund
Plan an education series to prepare children of affluence to lead
Develop a plan of action that best fits you and your family
The hallmark of 21/64 facilitation is a fusion of experiential learning and purposeful skill building, keenly designed with unique insight about the next generation.
Client-Centered. Interactive. Action-Oriented.
We believe that successful families are intentional about their financial, human and philanthropic resources. Our process for facilitation is based on the Action Research method developed by Kurt Lewin. A 21/64 facilitation—no matter the topic—is client centered, interactive, and action oriented. Rather than using a “talking-head” presentation style or delivering a report that sits on a shelf, we partner with clients to actively define challenges and plan solutions relative to the change the client is trying to put in place.
Our Process.
Our process begins with a clear understanding of the challenge or need followed by collaborative planning to develop a course of action. These custom plans can be handed over to your staff to implement or we can help implement them and then evaluate how it went to determine next steps. We will capture outcomes from the conversations; share lessons we have learned from our experience when relevant; and, if applicable, use our uniquely developed tools.
Types of Offerings
Strategic Change.
In a changing world sometimes setting a new strategic direction is necessary. As your family foundation, family enterprise, nonprofit or other organization looks to make a change—such as increasing next gen engagement or drafting a succession plan—21/64 can bring first-hand experience, training and research to bear. Our expert facilitation will help you set new goals and strategies while still honoring past legacies. 21/64 has been working with individuals, families, wealth and philanthropy advisors for 15 years as they navigate the changes before them.
Let’s Get Started
Family Retreats.
Families gather. They gather around dining room tables and boardroom tables for holidays, vacations and family meetings. Often, there is a need to withdrawal from the busyness of day to day life and gather in a different way. With the experience of an insider, 21/64 facilitates family meetings and retreats to support families as they endeavor to connect on a range of important topics and make the time and space to communicate with each other in order to make effective decisions as individuals and as a collective. Whether your engaging your next generation, formulating a succession plan, crafting a values and vision statement for a philanthropic fund, planning an education series to prepare children among affluence to lead, we bring our extensive knowledge and know-how to you and help you develop a plan of action that fits best for you and your family.
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Workshops.
We offer a variety of modules customized to provide the appropriate information at a pace and level that is comfortable. Our interactive programs are built with in-depth knowledge of what individuals and families of wealth need during these critical stages of development. We help participants examine and clarify their attitudes, values and behaviors in order to inact effective action plans. We can deploy our offerings through individual coaching, family meetings and peer convenings, while fostering confidence and communication skills. Some examples of topics we can deliver directly or on behalf of advisors working with next gen and multigen donors and clients include:
- Crafting your Philanthropic Identity
- Working Across the Generations
- Engaging the Next Generation
- Parenting amidst affluence
- Incorporating Values and Vision into your work
- Shifting Relationships from transactional to relational
- Conversations on Philanthropy
- Storytelling
- Financial Literacy
One-on-One Coaching.
Individualized education programs tailored to the unique needs of our client, their timeline and their objectives. We begin with an understanding of their goals and aspirations and, together, develop a learning journey and action plan to help them achieve it.
Let’s Get Started
LET US HELP YOU ENGAGE THE NEXT GENERATION
Ann Garson
Jewish Community Federation of Cleveland
Ann Garson
Jewish Community Federation of Cleveland
