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.
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
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
Yes; The 21/64 Approach is where to begin. This is our core training that advanced trainings build upon. We offer it several times a year in different geographies across North America.
Click here to see upcoming dates and locations.
Our trainings are for advisors who help individuals, families and groups make informed, values-aligned decisions around their resources. This includes:
- Philanthropic advisors
- Community foundation professionals
- Investment advisors
- Private bankers
- Estate attorneys
- Trustees who also staff their family philanthropy
- Family office professionals
- Foundation directors and staff
- Major donor fundraisers
Click here to learn more about whether training is right for you.
After completing the full 21/64 Approach training, you are officially a 21/64 Certified Advisor. For no additional charge, we provide monthly professional development, such as access to:
- Webinars
- Zoom calls
- The latest resources and articles
- A listserv of all 1,000+ alumni
You’ll also be eligible to attend our advanced trainings:
*Please note there are registration fees for trainings
Click here to contact Barbara Taylor Raichstain and learn more about the 21/64 Certified Advisor benefits.
Yes. For groups of 12 to 30 people, we can bring the training to you. This option has a number of benefits: It enables smoother adoption and implementation of tools and techniques when a whole team is trained at the same time. It’s often a more budget friendly option, saving on travel. It’s an opportunity to deepen team bonding and connections. And you can choose dates, times and locations that are most convenient for your team.
Click here to contact Barbara Taylor Raichstain and learn more about hosting a 21/64 training.
Training—Experienced Participants
Great! You are eligible for any of our advanced trainings. We suggest that you start with determining the subject area you’d like to prioritize for a deeper dive. The subjects of our advanced trainings are:
Click here to contact Barbara Taylor Raichstain and explore which next-level training is right for you.
- Click here: https://www.linkedin.com/profile/add?startTask=CERTIFICATION_NAME
- Under “Name,” type “21/64 Certified Advisor”
- Under “Issuing Organization,” type in “21/64,” and select our company’s LinkedIn page
- Check the box that says, “This credential does not expire.”
- “Issue Date” is the day you finished the full training.
If you’d like to update your bio, please email Darby Lasky, [email protected], and we’ll send you a secure link to do so.
Click here to contact Darby and update your profile.
Caitlin Elliott
Hirsch & Associates, LLC Philanthropic Advisors
Caitlin Elliott
Hirsch & Associates, LLC Philanthropic Advisors
Kaky Grant
Grant Philanthropic Advisors
Kaky Grant
Grant Philanthropic Advisors
Charlie Jordan
Partner/Wealth Advisor, Brightworth
Charlie Jordan
Partner/Wealth Advisor, Brightworth
Gary Shunk
Family Wealth Dynamics
Gary Shunk
Family Wealth Dynamics
Lisa Morrison, Chief, Annual Development
UJA Federation of Greater Toronto
Lisa Morrison, Chief, Annual Development
UJA Federation of Greater Toronto
Heather Sherwin, VP for Development
Central Carolina Community Foundation
Heather Sherwin, VP for Development
Central Carolina Community Foundation
Mo H. Baldwin, Owner
Adeo Strategy Partners
Mo H. Baldwin, Owner
Adeo Strategy Partners
Carrie Ostroski
Executive Director, Dorrance Family Foundation
Carrie Ostroski
Executive Director, Dorrance Family Foundation
Alison Morse
Gates Foundation
Alison Morse
Gates Foundation
Lea Fitzpatrick
Director, Development Strategy, Marine Corps Scholarship Foundation
Lea Fitzpatrick
Director, Development Strategy, Marine Corps Scholarship Foundation