This training will be hosted at the Cedarbrook Lodge Conference Center conveniently located between Seattle and Tacoma, WA just minutes from Sea-Tac Airport.
21/64 is thrilled to return to the Pacific Northwest in 2025 for our flagship 21/64 Approach Training. Co-sponsored by Greater Tacoma Community Foundation, Seattle Foundation, and D.A. Davidson Companies, the Approach Training is a recognized certification program that explores the human dimension of work with multigenerational family enterprises and next gen donors. Attendees learn how to help clients clarify their identities, which in turn informs grantmaking, governance, family engagement, and structures for decision-making. Participants will acquire the personal skills, generational awareness, and technical tools to work more effectively with clients, families, and donors.
In this in-person training taking place over two days, you will learn 21/64’s proven methodology for engaging individuals, families, and institutions at the intersection of values and governance. The program is specifically designed to help you more comfortably engage donors and clients in important and often complicated conversations, whether you are new to the field or a seasoned advisor adjusting to new modalities of engaging with clients.
Once you've completed the 21/64 Approach Training, you will become a 21/64 Certified Advisor, joining a global network of accredited professionals. You will also have the option of joining the 21/64 Learning Community with free access to continued skill building, next level trainings, the latest resources and tools, and more.
BENEFITS TO PARTICIPANTS
- Understand assumptions around family, wealth, and philanthropy
- Acquire fresh facilitation techniques for how to build engagement
- Apply group dynamics and group process skills
- Learn to facilitate 21/64 tools to have productive conversations on values, legacy, generational differences, and more
- Personal and professional development
- Acquire research and resources on engaging the next generation
- Interact in small groups and expand your network
WHO SHOULD ATTEND
- Philanthropic Advisors
- Community Foundation Professionals
- Investment Advisors, Private Bankers, and Estate Attorneys
- Family Office Professionals
- Foundation Directors
- Trustees who also staff their family philanthropy
BENEFITS OF CERTIFICATION
The 21/64 approach is practiced worldwide and is today considered a best practice in the field of philanthropy and multifamily enterprise. As a Certified Advisor, you’re telling people that you lead with values and are equipped with the tools and methodology to teach others. Benefits of certification include:
- Add “21/64 Certified Advisor” to your credentials (signatures, LinkedIn profile, bio, etc.)
- Enjoy significant discounts on all tools
- Tap into a global network of professionals on our proprietary social platform, 21/64 Connect.
- Access to the 21/64 Learning Community (see below)
- Complimentary post-training "Welcome to the Community" call
- Access to our annual Certified Advisor gathering (virtual), along with “pop-up” events, and online community conversations for continued practice and skill building
- Receive resources and the latest articles and research
Participants should plan for a combination of live learning in person, small group participant discussion, and independent work before and between sessions.
Live Learning:
Tuesday, April 29, 2025, 8:30am/9:00am - 4:30pm PT
Wednesday, April 30, 2025, 8:00am/8:30am - 3:30pm PT
The training will be held at Cedarbrook Lodge, located at 18525 36th Avenue South, Seattle, WA 98188.
We have secured a limited number of discounted rooms at Cedarbrook Lodge. Here is the booking link to utilize to make a room reservation: The 21/64 Approach Training Reservations Link. The group code is 49466 if you prefer to enter that directly on the Cedarbrook Lodge website into the “Special Rates and Codes” section, under the dropdown option “Group Code.” The code can also be used to make reservations over the phone with a reservation specialist at (206) 901-9268, ext. 1. Reservations must be made before March 31, 2025.
Pre-work and Between Sessions:
We will share some independent work, readings, and videos to prepare for the training.
Light work will be assigned between the sessions.
Materials
You will receive pre-training details electronically and hard materials once you arrive at the training. Agenda, pre-reading, and additional logistics will be shared via email and on 21/64 Connect.
Payment and Fees
- For-Profit Professional - $3,650
- Non-Profit Professional & Independent Practitioner - $2,965
Tuition includes the training, hard copy tools, electronic resources, 21/64's shipping costs and one full year of certification. After one year, your certification will auto-renew at a rate of $65 annually (you can opt out at any time).
Space is limited and training is filled on a first-come first-serve basis. Please note registration closes Tuesday, April 15, 2025.
Cancellation and Make-ups
We understand life happens. If you cancel more than 60 days prior to the training, your registration will be refunded in full. All cancellations within 60 days are non-refundable. We will try to take into account any extenuating circumstances that result in cancellation and may allow your fee to be applied to a future training within 12 months. We cannot guarantee fee postponement beyond 12 months of the originally planned training.
All training sessions are live learning and are not be available as recorded sessions for make-ups. Please plan on attending all sessions for the full duration. If you miss a session, we’ll do our best to share what was covered but cannot guarantee receiving 21/64 Certification.
21/64 Learning Community (Optional)
The 21/64 Learning Community is a community of Certified Advisors who want to deepen their learning and develop power in their practice. As a Certified Advisor who is part of the Community, you will have free access to a full complement of virtual Workshops and advisor gatherings throughout the year. Benefits include:
- Join all 21/64 Workshops at no additional cost
- Access Learning Community-only events
- Receive 20% discounts on next level trainings
- Receive 30% discounts on repeat 21/64 Approach trainings
- Serve as our thought partners when beta-testing new tools and ideating future programming
You can sign up for the Learning Community when you register below. To do so, there will be an additional fee of $300. After one year, your certification and Learning Community fee will auto-renew at a rate of $365 annually (you can opt out at any time).
Questions?
If there’s anything you would like to discuss or if you have questions please don’t hesitate to reach out. We look forward to hearing from you!
This training is full. Please contact Rich Polt ([email protected]) if you are interested in being placed on the waiting list.

The 21/64 Approach Training – Seattle/Tacoma, WA – April 29-30, 2025 (Bundle)
From: $2,965.00 one time, and
$65.00 / year
Additional information
Certified Advisor
| Join Us | Certified Advisor, Certified Advisor + Learning Community |
|---|
The 21/64 Approach Training - Seattle/Tacoma, WA - April 29-30, 2025
| Select Registration Option: | For-Profit Professional, Non-Profit Professional & Independent Practitioner |
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