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Money and Meaning – October 11, 2022

Our attitudes about and relationship to money can influence our giving habits – from what we give, to how much we give, to when we give, and where we give. How do we deepen our awareness about the connection between our money messages and giving behaviors, and help our clients to do the same? Asking ourselves and our donors great questions about money is one path to deepening trust, clarifying goals and aligning our aspirations with our actions. In this interactive session, we will share tools and approaches for shifting the nature of conversations about money from taboo and transactional to thoughtful and transformative.

 

Next Date: Tuesday, October 11, 2022

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Money and Meaning – October 11, 2022

$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
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Workshop Only, Workshop and Toolkit

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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!
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