Due to the Covid-19global health event, 21/64 will be rescheduling this training for a later date.
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21/64

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

Introductory and Advanced Trainings

Our interactive, small group trainings for philanthropy advisors and other professionals deepens personal skills, technical tools, and generational awareness.

It takes a combination of unique hard and soft skills to serve family philanthropy and private wealth clients in ways that helps them navigate successfully across generations. The most effective wealth and philanthropy advisors are regularly adding new tools to their toolbox to enhance relationships with clients—particularly as Gen X, Millennials and Generations Z play increasing roles in family enterprise.

21/64 provides you with interactive, small group trainings held over the course of two to four days. In our hands-on sessions, you will gain new skills and technical tools while deepening your client relationship skills. Following the program, you’ll become a Certified Advisor, enabling you to facilitate our 21/64 tools and methodology – the recognized gold standard in our industry. As a Certified Advisor, you receive discounts and client referrals and have access to a large advisor network for peer support and continuing education. Certified Advisors can also join the Learning Community, giving them free access to workshops events throughout the year.

It takes a combination of unique hard and soft skills to serve family philanthropy and private wealth clients in ways that helps them navigate successfully across generations. The most effective wealth and philanthropy advisors are regularly adding new tools to their toolbox to enhance relationships with clients—particularly as Gen X, Millennials and Generations Z play increasing roles in family enterprise.

21/64 provides you with interactive, small group trainings held over the course of two days to four days. In our hands-on sessions, you will gain new skills and technical tools while deepening your client relationship skills. Following the program, you’ll be certified to facilitate our 21/64 tools and methodology—the recognized gold standard in our industry—receive discounts and client referrals, and have access to a large advisor network for peer support and continuing education.

Who Should Attend Introductory and New Trainings.

  • Philanthropic Advisors
  • Community Foundation Professionals
  • Jewish Federation Professionals
  • Investment Advisors, Private Bankers, and Estate Attorneys
  • Family Office Professionals
  • Foundation Directors
  • Trustees who also staff their family philanthropy

Who Should Attend Advanced Trainings.

  • Certified Advisors
  • Professionals who have attended the 21/64 Approach or 21/64 Virtual Approach Training

Learning Objectives.

2164-training-arrow-down

Understand assumptions around family, wealth, and philanthropy
Shift from a transactional approach to a relational one
Gain generational awareness to engage the next generation
Implement facilitation and group dynamics tools
Gain new peers who advise high-capacity families around the globe

Retain More Clients

2164-training-arrow-down

Only 2%

Only 2%

With our training, you will better understand the next generation of wealth holders so that you can build relationships with the next generation of clients.*

of clients stay with their parents' wealth advisors after their parents pass.

With our training, you will better understand the next generation of wealth holders so that you can build relationships with the next generation of clients.*

*PwC 2011 Global Private Banking and Wealth Management Survey

TRAINING FAQs

Training—New Participants

Training—Experienced Participants

Testimonials.


I thought it was exceptionally well facilitated and by far the best Zoom webinar I’ve attended since being remote full-time. Lots of great content and also just a really good example of how to make large group meetings interesting online – even when they are 90 minutes. The time flew by!

Caitlin Elliott

Hirsch & Associates, LLC Philanthropic Advisors

21/64
2020-07-28T10:26:02-05:00

Caitlin Elliott

Hirsch & Associates, LLC Philanthropic Advisors

I thought it was exceptionally well facilitated and by far the best Zoom webinar I’ve attended since being remote full-time. Lots of great content and also just a really good example of how to make large group meetings interesting online – even when they are 90 minutes. The time flew by!
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
2020-07-28T10:21:06-05:00

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.
The 21/64 training was one of the best uses of my time and resources for my business of advising wealthy families. I have used several of the tools to help deepen the relationships I have with the families I serve. Additionally, I have found the techniques learned in the training to be very useful in the hiring and training process for new employees as well as the 'getting to know you' phase of new client relationships. I cannot recommend 21/64 enough if you are looking for new and value-added ways to serve your clients and their families in their philanthropy.

Charlie Jordan
Partner/Wealth Advisor, Brightworth

21/64
2017-06-23T11:13:51-05:00

Charlie Jordan
Partner/Wealth Advisor, Brightworth

The 21/64 training was one of the best uses of my time and resources for my business of advising wealthy families. I have used several of the tools to help deepen the relationships I have with the families I serve. Additionally, I have found the techniques learned in the training to be very useful in the hiring and training process for new employees as well as the 'getting to know you' phase of new client relationships. I cannot recommend 21/64 enough if you are looking for new and value-added ways to serve your clients and their families in their philanthropy.
Just off the phone with a family foundation that found me via 21/64. They have hired me to facilitate a cousin consortium meeting in March. Couldn't be happier. I utterly love this work. Thanks to you, your vision and our 21/64 community!

Gary Shunk
Family Wealth Dynamics

21/64
2017-06-23T11:18:16-05:00

Gary Shunk
Family Wealth Dynamics

Just off the phone with a family foundation that found me via 21/64. They have hired me to facilitate a cousin consortium meeting in March. Couldn't be happier. I utterly love this work. Thanks to you, your vision and our 21/64 community!
Thank you!! Your training and materials are so spot on... They are learnable and highly valuable and useful. I just left a family meeting and it went extremely well. I couldn't have scripted it better had I been asked to imagine what a great outcome would be. I asked the family part way through how they felt about the two exercises. They were all very positive about them and really enjoyed doing them.

Lisa Morrison, Chief, Annual Development
UJA Federation of Greater Toronto

21/64
2017-06-23T11:19:08-05:00

Lisa Morrison, Chief, Annual Development
UJA Federation of Greater Toronto

Thank you!! Your training and materials are so spot on... They are learnable and highly valuable and useful. I just left a family meeting and it went extremely well. I couldn't have scripted it better had I been asked to imagine what a great outcome would be. I asked the family part way through how they felt about the two exercises. They were all very positive about them and really enjoyed doing them.
2164 has been the most positive and valuable professional development opportunity I have ever participated in. The continued added value through your posts and conference calls keeps the knowledge on the front burner and always fresh. I really appreciate you and your work

Heather Sherwin, VP for Development
Central Carolina Community Foundation

21/64
2017-06-23T11:20:11-05:00

Heather Sherwin, VP for Development
Central Carolina Community Foundation

2164 has been the most positive and valuable professional development opportunity I have ever participated in. The continued added value through your posts and conference calls keeps the knowledge on the front burner and always fresh. I really appreciate you and your work
You have created a fabulous training for the 21/64 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!

Mo H. Baldwin, Owner
Adeo Strategy Partners

21/64
2017-06-23T11:21:13-05:00

Mo H. Baldwin, Owner
Adeo Strategy Partners

You have created a fabulous training for the 21/64 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!
The 21/64 Virtual Approach Training is high quality and organized, and a great use of the virtual meeting space and peer network. This is one of the best, most useful trainings I've been in and that I'll actually use. I look forward to the next training opportunity to add layers of knowledge and tools to this base. Also, the group of individuals participating in the training was professional and qualified. There weren't stark differences in fields or experience levels, which I found helpful and made the experience more valuable in the time we had to learn and discuss the topics and tools.

Carrie Ostroski
Executive Director, Dorrance Family Foundation

21/64
2020-11-13T10:16:25-06:00

Carrie Ostroski
Executive Director, Dorrance Family Foundation

The 21/64 Virtual Approach Training is high quality and organized, and a great use of the virtual meeting space and peer network. This is one of the best, most useful trainings I've been in and that I'll actually use. I look forward to the next training opportunity to add layers of knowledge and tools to this base. Also, the group of individuals participating in the training was professional and qualified. There weren't stark differences in fields or experience levels, which I found helpful and made the experience more valuable in the time we had to learn and discuss the topics and tools.
While particularly helpful if engaging in multi-generational discussions of philanthropy, this training is applicable to anyone consulting in the philanthropic sector. It's a great session to learn about tools for facilitation and discovering your own voice and approach as a facilitator.

Alison Morse
Gates Foundation

21/64
2020-11-13T10:17:06-06:00

Alison Morse
Gates Foundation

While particularly helpful if engaging in multi-generational discussions of philanthropy, this training is applicable to anyone consulting in the philanthropic sector. It's a great session to learn about tools for facilitation and discovering your own voice and approach as a facilitator.
Thank you to everyone at 21/64 for a truly incredible experience, especially when considering the unique nature of virtual training and the world we are in. I can only imagine how quickly you've had to pivot to find a way to present a huge amount of information efficiently and effectively in a virtual environment (and in a field that thrives on personal connection). Thank you for doing it so well, and for leaving space for everything that we brought to the table during this strange season. During our time together, you executed a training and created a community that was valuable, refreshing, and affirming. I look forward to remaining engaged with the community and applying many of the lessons learned in my day-to-day.

Lea Fitzpatrick
Director, Development Strategy, Marine Corps Scholarship Foundation

21/64
2020-11-13T10:17:58-06:00

Lea Fitzpatrick
Director, Development Strategy, Marine Corps Scholarship Foundation

Thank you to everyone at 21/64 for a truly incredible experience, especially when considering the unique nature of virtual training and the world we are in. I can only imagine how quickly you've had to pivot to find a way to present a huge amount of information efficiently and effectively in a virtual environment (and in a field that thrives on personal connection). Thank you for doing it so well, and for leaving space for everything that we brought to the table during this strange season. During our time together, you executed a training and created a community that was valuable, refreshing, and affirming. I look forward to remaining engaged with the community and applying many of the lessons learned in my day-to-day.
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Bring a Generation Impact Author to Your Next Engagement

Testimonials.


When my clients and students express curiosity or frustration about engaging Gen Xers and Millennials in philanthropy, I tell them that the ‘go to’ book is Generation Impact. This book has been a refreshing guide and resource for me and so many. The insights and profiles in the book are framed with solid philanthropic analysis and a generous supply of informed observations. Of particular importance to me is the exploration of the continuing persistence of values as a primary motivator for Gen X and Millennial philanthropy—as they have been for centuries.

Kay Sprinkel Grace
Consultant, Author, and Founder, Transforming Philanthropy
2020. AFP Global Fundraising Professional of the Year

21/64
2021-03-17T17:22:11-05:00

Kay Sprinkel Grace
Consultant, Author, and Founder, Transforming Philanthropy
2020. AFP Global Fundraising Professional of the Year

When my clients and students express curiosity or frustration about engaging Gen Xers and Millennials in philanthropy, I tell them that the ‘go to’ book is Generation Impact. This book has been a refreshing guide and resource for me and so many. The insights and profiles in the book are framed with solid philanthropic analysis and a generous supply of informed observations. Of particular importance to me is the exploration of the continuing persistence of values as a primary motivator for Gen X and Millennial philanthropy—as they have been for centuries.
The new book by Sharna Goldseker and Michael Moody won’t be a classic someday. It is. Now. Their book is all about now and giving and this generation that, right before our very eyes, emerged from being the ‘next generation’ to what Goldseker and Moody reveal is the ‘now generation’—that generation with the intellectual, human, and financial capital needed to tackle the massive challenges confronting the planet, the country, and their own backyards. The Goldseker/Moody approach to telling the stories of these givers and this new age of giving is fresh and creative: at once inspirational and how to, heartening, and instructive. For families, emerging philanthropists, and old pros trying to disrupt themselves, this book is a lantern in dark times, a light in the world we are all trying to fathom—and fix.

Joline Godfrey
Author, Raising Financially Fit Kids

21/64
2021-03-17T17:42:58-05:00

Joline Godfrey
Author, Raising Financially Fit Kids

The new book by Sharna Goldseker and Michael Moody won’t be a classic someday. It is. Now. Their book is all about now and giving and this generation that, right before our very eyes, emerged from being the ‘next generation’ to what Goldseker and Moody reveal is the ‘now generation’—that generation with the intellectual, human, and financial capital needed to tackle the massive challenges confronting the planet, the country, and their own backyards. The Goldseker/Moody approach to telling the stories of these givers and this new age of giving is fresh and creative: at once inspirational and how to, heartening, and instructive. For families, emerging philanthropists, and old pros trying to disrupt themselves, this book is a lantern in dark times, a light in the world we are all trying to fathom—and fix.
Today’s emerging generation of donors are driven by a new definition of success: impact. This is clear through Goldseker and Moody’s work, which uncovers the motives and approaches driving today’s new strategic philanthropists. Many close friends are profiled in this book, and I can attest to their earnest, values-driven approach. For anyone who is eager to understand the next gen donor, this book offers truly valuable insights.

Howard W. Buffett
Associate Professor, Columbia University
Co-author, Social Value Investing: A Framework for Effective Partnerships

21/64
2021-03-17T17:38:13-05:00

Howard W. Buffett
Associate Professor, Columbia University
Co-author, Social Value Investing: A Framework for Effective Partnerships

Today’s emerging generation of donors are driven by a new definition of success: impact. This is clear through Goldseker and Moody’s work, which uncovers the motives and approaches driving today’s new strategic philanthropists. Many close friends are profiled in this book, and I can attest to their earnest, values-driven approach. For anyone who is eager to understand the next gen donor, this book offers truly valuable insights.
Philanthropy is changing, and with it, the world. Generation Impact demonstrates, with data and vivid personal stories, that Gen Xers and Millennials are aligning their values, their giving, and their lives. This is a must-read book for anyone concerned with the future of philanthropy.

Peter Singer
Ira W. DeCamp Professor of Bioethics, Princeton University
Author, The Life You Can Saveand The Most Good You Can Do

21/64
2021-03-17T17:32:41-05:00

Peter Singer
Ira W. DeCamp Professor of Bioethics, Princeton University
Author, The Life You Can Saveand The Most Good You Can Do

Philanthropy is changing, and with it, the world. Generation Impact demonstrates, with data and vivid personal stories, that Gen Xers and Millennials are aligning their values, their giving, and their lives. This is a must-read book for anyone concerned with the future of philanthropy.
Generational change is upon us, and Goldseker and Moody have spent years finding out what drives those best positioned to fund social change. What better way to understand next gen donors than hearing their stories first-hand in order to become effective partners in organizing, supporting, and advocating for the rights of those who need it most.

Ai-Jen Poo
Director, National Domestic Workers Alliance
Co-director, Caring Across Generations
Author, The Age of Dignity: Preparing for the Elder Boom in a Changing America

21/64
2021-03-17T17:29:21-05:00

Ai-Jen Poo
Director, National Domestic Workers Alliance
Co-director, Caring Across Generations
Author, The Age of Dignity: Preparing for the Elder Boom in a Changing America

Generational change is upon us, and Goldseker and Moody have spent years finding out what drives those best positioned to fund social change. What better way to understand next gen donors than hearing their stories first-hand in order to become effective partners in organizing, supporting, and advocating for the rights of those who need it most.
In Generation Impact, Michael and Sharna offer a compelling analysis of how Gen X and Millennials are already revolutionizing giving—and will continue to do so for years to come. In a time of deep inequity and great need, these rising generations are set not only to change the face of philanthropy, but also the practice of it, transforming the future in ways both exciting and promising. Generation Impactdoes more than inspire; it also serves as a practical guide to engaging the next generation of giving.

Janine Lee
President and CEO, Southeastern Council of Foundations

21/64
2021-03-17T17:30:56-05:00

Janine Lee
President and CEO, Southeastern Council of Foundations

In Generation Impact, Michael and Sharna offer a compelling analysis of how Gen X and Millennials are already revolutionizing giving—and will continue to do so for years to come. In a time of deep inequity and great need, these rising generations are set not only to change the face of philanthropy, but also the practice of it, transforming the future in ways both exciting and promising. Generation Impactdoes more than inspire; it also serves as a practical guide to engaging the next generation of giving.
Generation Impactis a thoughtful, astute exploration that shows how new and established families can engage with the next generation to regenerate family philanthropy, deepening their legacy and broadening their impact.

Melissa A. Berman
President, Rockefeller Philanthropy Advisors

21/64
2021-03-17T17:36:40-05:00

Melissa A. Berman
President, Rockefeller Philanthropy Advisors

Generation Impactis a thoughtful, astute exploration that shows how new and established families can engage with the next generation to regenerate family philanthropy, deepening their legacy and broadening their impact.
The updated edition of Generation Impactcomes at a critical juncture for the increasingly complex and uncertain times we’re living in. The world has changed dramatically since it first came out only a few years ago, and the new preface offers an important ‘sense-making’ perspective about how next gen donors are responding to societal upheavals and existential crises. The Best Practice Guides are provocative and insightful, as well as practical and realistic. I will be referring to them often as thedefinitive playbook for engaging next gen donors and changemakers as they rise to meet the moments of our time.

Mae Hong
Vice President, Rockefeller Philanthropy Advisors

21/64
2021-03-17T17:33:52-05:00

Mae Hong
Vice President, Rockefeller Philanthropy Advisors

The updated edition of Generation Impactcomes at a critical juncture for the increasingly complex and uncertain times we’re living in. The world has changed dramatically since it first came out only a few years ago, and the new preface offers an important ‘sense-making’ perspective about how next gen donors are responding to societal upheavals and existential crises. The Best Practice Guides are provocative and insightful, as well as practical and realistic. I will be referring to them often as thedefinitive playbook for engaging next gen donors and changemakers as they rise to meet the moments of our time.
From my decades of experience at the Packard Foundation, I can attest that Generation Impact provides invaluable insights into the joys and challenges of seeking impact through a multi-generation family foundation. 2020 has been a year of unprecedented turmoil and urgency. The ‘next gen’ have an important role to play in guiding philanthropy’s course to help our country and world innovate and address our biggest challenges over the next many years. This updated edition with Best Practice Guides is published at the right time to help philanthropists of all generations have conversations, plan, and take action to rise to the moment.

Carol Larson
Trustee Emerita, Former President and CEO, The David and Lucile
Packard Foundation

21/64
2021-03-17T17:39:49-05:00

Carol Larson
Trustee Emerita, Former President and CEO, The David and Lucile
Packard Foundation

From my decades of experience at the Packard Foundation, I can attest that Generation Impact provides invaluable insights into the joys and challenges of seeking impact through a multi-generation family foundation. 2020 has been a year of unprecedented turmoil and urgency. The ‘next gen’ have an important role to play in guiding philanthropy’s course to help our country and world innovate and address our biggest challenges over the next many years. This updated edition with Best Practice Guides is published at the right time to help philanthropists of all generations have conversations, plan, and take action to rise to the moment.
With great abundance comes great responsibility. In Sharna and Michael’s stunningly important book we have a deep and learned look into how (with ‘engagement’) and why (‘to achieve impact’) Gen Xers and Millennials are becoming today’s philanthropists. Give yourself the gift of knowing what to expect as you engage with emerging philanthropists from these cohorts. Join these authors as they bring to life the motivations, actions, and philosophies of giving of these remarkable, dedicated philanthropists who expect to help solve the social, economic, political, and cultural issues of the past and present, and who want to lead us toward a magnificent future for our planet and its peoples. I am sure that many of my silent generation cohort will love learning about the feeling of engagement and passion for impact among these young philanthropists.

James (Jay) E. Hughes, Jr.
Author, Family Wealth: Keeping it in the Family, and Family:The Compact Among Generations
Co-author, The Cycle of the Gift, The Voice of the Rising Generation, and Family Trusts

21/64
2021-03-17T17:41:47-05:00

James (Jay) E. Hughes, Jr.
Author, Family Wealth: Keeping it in the Family, and Family:The Compact Among Generations
Co-author, The Cycle of the Gift, The Voice of the Rising Generation, and Family Trusts

With great abundance comes great responsibility. In Sharna and Michael’s stunningly important book we have a deep and learned look into how (with ‘engagement’) and why (‘to achieve impact’) Gen Xers and Millennials are becoming today’s philanthropists. Give yourself the gift of knowing what to expect as you engage with emerging philanthropists from these cohorts. Join these authors as they bring to life the motivations, actions, and philosophies of giving of these remarkable, dedicated philanthropists who expect to help solve the social, economic, political, and cultural issues of the past and present, and who want to lead us toward a magnificent future for our planet and its peoples. I am sure that many of my silent generation cohort will love learning about the feeling of engagement and passion for impact among these young philanthropists.
Anyone who participates in philanthropy—whether as supporter or recipient—needs to understand the profound changes that are being led by a new generation of donors. The fascinating first-person essays in this book, along with the keen analysis and commentary by authors with deep personal experience in the field, offer new and important insights into the minds of the young donors who will help shape philanthropy’s future.

Mark Kramer
Co-founder and Managing Director, FSG
Senior Lecturer, Harvard Business School

21/64
2021-03-17T17:35:30-05:00

Mark Kramer
Co-founder and Managing Director, FSG
Senior Lecturer, Harvard Business School

Anyone who participates in philanthropy—whether as supporter or recipient—needs to understand the profound changes that are being led by a new generation of donors. The fascinating first-person essays in this book, along with the keen analysis and commentary by authors with deep personal experience in the field, offer new and important insights into the minds of the young donors who will help shape philanthropy’s future.
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