The 21/64 Virtual Approach Training for The Philanthropy Workshop
Please note this is a private training for Executive Directors and Advisors within The Philanthropy Workshop network.
In 2020 and 2021 21/64 and The Philanthropy Workshop (TPW) are excited to create a programmatic alliance to serve today’s multigenerational philanthropic eco-system of grantmakers, impact investors, family philanthropists, foundation leadership and social investors.
The 21/64 Approach training and ongoing peer network helps you acquire the personal skills, generational awareness, and technical tools to work more effectively with next-generation funders and multigenerational family enterprise clients- both online and off.
In our core training- delivered to you via live video facilitated sessions and small group breakouts- 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 are eligible to join our network of over one-thousand 21/64 Certified Advisors and have access to continued skill building, next level trainings, the latest resources, and a knowledgeable group of peers from around the globe.
BENEFITS TO PARTICIPANTS
- Understand assumptions around family, wealth, and philanthropy
- Acquire fresh facilitation techniques and how to build engagement on-screen and off
- 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 connect to diverse participants
BENEFITS FOLLOWING THE TRAINING
- Tap into a unique network of professionals
- Receive resources and the latest articles and research
- Complimentary 30 minute post training coaching call
- Add 21/64 Certified Advisor to your credentials
- Join next level trainings such as Managing Family Dynamics, Talking About Money, and a Facilitation Master Class
- Join quarterly webinars and listserv conversation for continued practice and skill building
- Enjoy a 20% discount on tools
Next Training Date: Next Training Dates: November 5, 6, 9, and 10
Participants should plan for a combination of live learning on screen, small group participant discussion, and independent work before and between sessions.
Live Learning:
Thursday, November 5 11:30am- 1pm ET
Friday, November 6 11am- 1:30pm ET
Monday, November 9 11:30am- 1 pm ET
Tuesday, November 10 11:30am- 12:45 pm ET
Registration Closes: October 19
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 sessions.
Materials
You will receive pre-training details both electronically and in hard copy. Agenda, bios, pre-reading, a technical guide for joining virtually, and additional logistics will be shared via email. The hard copy tools you'll use during the training will be shipped to the address input below.
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!
Jen Laun
CFP ®
Jen Laun
CFP ®
Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP
Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant