Sabrina Spector, Director
Katz Jewish Community Center
21/64 joined us and the Cherry Hill Federation and Jewish Book Council at our leadership development kick-off event with all synagogue, day school, and Federation agency boards. Sharna Goldseker spoke about the book, The Grandparent Legacy Project. We had about 70 community lay leaders attend and all felt they got some great information on how to start a dialogue with individuals about creating a legacy with money or personal values. It was a very nice event and Sharna really worked with us to cater to our community and needs.
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.
Fouress Foundation, Australia
21/64 tools helped us explore the what, when, and how to include and engage the next generation. We explored our own values and legacy beyond duty and obligation. 21/64’s unique experiential exercises put structure, tools and strategy into the planning process for our family workshop. The workshop was a huge success! The exercises were fun, dynamic and insightful. It strengthened the bond between the generations of our family, and enabled us to feel a deeper connection to purpose and the reason for our families’ existence. It was a great way to cultivate openness, respect for others, work in teams and negotiate the decision making process.
Sue Schwartzman, Principal
Sue Schwartzman Philanthropic Consulting
Danielle led a session for us for about 120 of our high-end clients. It was an interview with one set of family members about the messages they were given about philanthropy growing up and how they are playing out differently in their lives. was so much energy and discussion around the tools and exercises, with participants discussing who else they wanted to try them with. Many of them have contacted me since to inquire about how best to do so!