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21/64

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

21/64 Certified Advisor Principles of Practice

These 21/64 Principles of Practice codify and document the way 21/64 Certified Advisors agree to approach professional work and connect to the 21/64 Certified Advisors community and the philanthropic field. They were collectively developed in consultation with 21/64 Certified Advisors. As ethical guidelines, these Principles of Practice are integral to the 21/64 Certified Advisor designation and are aligned with 21/64’s Values and approach.

The nature of work with individuals, families, communities and organizations using the 21/64 Approach can be intimate and is transformative. These Principles of Practice not only serve as a guide for practitioners, but also allow the public at large to recognize the commitment 21/64 Certified Advisors make to themselves, their practice and the field.

As of August 1, 2021, to remain a 21/64 Certified Advisor in good standing, advisors will be required to:

  • Certify to uphold these Principles of Practice;
  • Commit to peer and life-long learning as a 21/64 Certified Advisor; and,
  • Agree that violations of these principles may be subject to the removal of 21/64 Certified Advisor designation upon a Peer Review Process.

SELF

  1. I exhibit honesty, integrity and professionalism with whomever I’m working, including but not limited to colleagues, clients, donors, grantees, community members and organizational partners in my sector.
  2. I endeavor to deepen the impact of, including but not limited to, multigenerational family philanthropy and other endeavors while striving to do no harm or causing inadvertent or intentional negative effects.
  3. I align with 21/64’s Statement on Racial Justice and in my own work strive for diversity, equity and inclusiveness in my practice; this includes developing content and processes that contribute to just and equitable outcomes for a society that is ever-changing.
  4. I will actively listen, lift up others’ voices and learn from others’ lived experiences and knowledge in ways that are authentic, respectful and not extractive.
  5. I serve clients/donors within the scope of my expertise and lived experience and will remain within the bounds of advice that I am qualified, and not qualified, to give.

PRACTICE

  1. I respect the intellectual property of 21/64 and my colleagues’ copywritten and trademarked tools, and therefore I will ask for prior written consent before citing, referencing or using the name or image of a 21/64 tool in published public spaces.  I will respect the ideas of 21/64 and my colleagues and will therefore give appropriate credit and written citations whenever I am using them.   I will uphold the legal and best practice of citing references appropriately and seek permission from 21/64 before adapting tools.
  2. I respect confidentiality and will maintain appropriate levels of privacy within the donor, client and family system. I will be transparent about my confidentiality and privacy practices with donors, clients and colleagues.
  3. I am committed, not only to being the expert, but also to taking a consultative approach based on the Action Research Methodology, in the dimension of my work with donors/clients about their values and vision. Additionally, I commit to encouraging them to consider the interest of the communities that they support as the highest priority, before the advancement of myself or my firm/organization.
  4. I recognize that being clear about the purpose of my work clarity of purpose is part of the success of doing this work. I’ll do my best to seek and offer this clarity to my clients/donors and integrate it into my business practice.
  5. I will abide by any applicable conflict of interest policies in my jurisdiction and commit to being transparent about my involvements by providing prior full disclosure of any real or perceived conflict of interest with those with whom I work.

FIELD

  1. I strive to build an environment of collegiality and mutual respect among professionals in this network and the larger field in which I work.
  2. I recognize that this is a generous community that requires our collective support.  I will contribute ideas, resources, feedback and thought leadership where and when I can.
  3. I will, whenever possible, amplify the voices of my fellow 21/64 Certified Advisors and in particular, make space for BIPOC colleagues’ leadership and perspectives.
  4. I will not knowingly state untrue or misleading information, both publicly and privately, and will not misrepresent or demean my professional peers.
  5. I will encourage fellow 21/64 Certified Advisors to embrace and practice these principles and help hold us accountable.

The large community of 21/64 Certified Advisors collectively contributed to this body of Principles of Practice which codify and document the way 21/64 Certified Advisors approach our work, manage business and connect to our community and the field. These ethical norms are integral to the 21/64 Certified Advisor designation and are aligned with 21/64’s values (link to be provided) and approach.

21/64 Certified Advisors are individuals from a range of industries, ethnicities and countries. Our common thread is in how we help others make more strategic decisions around their time, talent, treasure and ties through an understanding of their identity and values. We aim for this transformative work to have positive impact on relationships with self and family, local community and the global world.

Therefore, we hope that this will not only be relevant to those interested in embodying this approach in your work, but that these Principles of Practice will help uplift your acclaim and credibility in the field as you continue to advise others to allocate resources toward positive social change.

In order to keep your designation in good standing, we ask that you revisit these principles and renew your agreement annually, which also allows your access to 21/64 Certified Advisor exclusive ongoing connection and learning. Violations of these principles may be subject to the reversal of the 21/64 Certified Advisor designation upon Peer Review Process.

Principles:

Self

  1. I operate with honesty, integrity and professionalism with whomever I’m working, including but not limited to colleagues, clients, donors, grantees and organizational partners in my sector.
  2. I strive to do no harm and to improve the impact of multigenerational family philanthropy and related enterprises.
  3. I agree with 21/64’s statement on racial justice and in my own work strive for diversity, equity and inclusiveness in my content and process in an effort to contribute to just and equitable outcomes for a society that is ever-changing.
  4. I commit to actively listen, lift up others’ voices and learn from others’ lived experiences and knowledge in ways that are authentic, respectful and not extractive.
  5. I respect the ideas and intellectual property of 21/64 and my colleagues, and therefore I will uphold the legal and best practice of citing references appropriately and seek permission from 21/64 before adapting tools.

Role

  1. I respect confidentiality and will maintain appropriate levels of privacy within the donor, client and family system. I will be transparent about this and will only inform appropriate authorities if there is illegal activity or imminent or likely risk of danger to self or to others.
  2. I serve clients/donors within the scope of my expertise and recognize the advice and guidance I am qualified, and not qualified, to give.
  3. I am committed to taking a consultative approach to serving my clients/donors and putting their wishes and vision before the advancement of myself or my firm/organization.
  4. I recognize clarity of purpose is part of the success of doing this work and I’ll do my best to seek and offer this clarity to my clients/donors and integrate it into my business practice whenever possible.
  5. I will disclose any conflict of interest appropriately before undertaking the work.

Field

  1. I strive to build an environment of collegiality and mutual respect among professionals in this network and the larger field in which I work.
  2. I understand this is a generous community. I’ll contribute ideas and resources if I can and value the social connection and community building that takes place through collaboration.
  3. I will not knowingly state untrue or misleading information publicly and will not misrepresent or demean my professional peers.
  4. I avoid even the appearance of any criminal offense or professional misconduct.
  5. I will encourage fellow 21/64 Certified Advisors to embrace and practice these principles and help hold each other accountable.

Bring a Generation Impact Author to Your Next Engagement

Testimonials.


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.
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.
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.
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.
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.
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.
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.
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.
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.
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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