Certified Advisors Spotlights

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Christina Lewis Founder, Beatrice Advisors | Founder, All Star Code | Co-Founder, Giving Gap At 21/64, we support individuals, families, and organizations as they learn to give, govern, and serve together. This week’s spotlight, Christina Lewis, embodies all three roles—navigating her sense of self, stepping into leadership with purpose, and...

Type: 
Book
Topic: 
Engaging the Next Generation|Coaching|Other|Generational Issues
Audiences: 
First Audience

Marguerite H. Griffin Senior Vice President and Director of Philanthropic Advisory Services Northern TrustChicago, Illinois, USA Access Marguerite’s full bio here Marguerite Griffin is a member of 21/64’s Certified Advisor Collective, Learning Community and Advisory Committee. Jumi Falusi Samen, Senior Director at 21/64, interviewed her during Black Philanthropy Month in...

Type: 
21/64 Post
Topic: 
Family Philanthropy|Engaging the Next Generation|Governance and Succession Planning|Wealth Management|Communicating About Wealth|Strategic Grantmaking and Philanthropy|Fundraising and Donor Engagement|Teen and Youth Philanthropy|Women and Giving|Generational Issues
Audiences: 
First Audience

Rebecca Darwent Founder and Philanthropic AdvisorRebecca Darwent Inc. Montréal, Quebec, Canada Access Rebecca’s full bio here Rebecca Darwent is a member of 21/64’s Certified Advisor Collective. Jumi Falusi Samen, Senior Director at 21/64, interviewed her during Black Philanthropy Month in August 2022. As you think about the ways you are...

Type: 
21/64 Post
Topic: 
Family Philanthropy|Engaging the Next Generation|Governance and Succession Planning|Wealth Management|Strategic Grantmaking and Philanthropy|Fundraising and Donor Engagement|Teen and Youth Philanthropy|Women and Giving|Generational Issues
Audiences: 
First Audience

Will Cordery PrincipalFreedom FuturesNew York City, New York, USA Access Will’s full bio here Will Cordery is a member of 21/64’s Certified Advisor Collective and the 2021 Certified Advisors of Color Program. Jumi Falusi Samen, Senior Director at 21/64, interviewed him during Black Philanthropy Month in August 2022. As you...

Type: 
21/64 Post
Topic: 
Family Philanthropy|Engaging the Next Generation|Governance and Succession Planning|Wealth Management|Communicating About Wealth|Strategic Grantmaking and Philanthropy|Fundraising and Donor Engagement|Teen and Youth Philanthropy|Women and Giving|Generational Issues
Audiences: 
First Audience

  Akeiva M. Ellis Financial Education SpecialistBallentine Partners LLCWaltham, Massachusetts, USA Access Akeiva’s full bio here Akeiva M. Ellis is a member of 21/64’s Certified Advisor Collective and Learning Community and the 2021 Certified Advisors of Color Program. Jumi Falusi Samen, Senior Director at 21/64, interviewed her during Black Philanthropy...

Type: 
21/64 Post
Topic: 
Family Philanthropy|Engaging the Next Generation|Governance and Succession Planning|Wealth Management|Communicating About Wealth|Strategic Grantmaking and Philanthropy|Fundraising and Donor Engagement|Teen and Youth Philanthropy|Women and Giving|Generational Issues
Audiences: 
First Audience