Due to the Covid-19global health event, 21/64 will be rescheduling this training for a later date.
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21/64

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

The 21/64 Virtual Approach Training – November 7-10, 2022

The 21/64 Virtual 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 with a particular emphasis on online facilitation.

In this training- delivered to you via live video 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 Virtual Approach Training, you will become a 21/64 Certified Advisor and join our network of hundreds of 21/64 Certified Advisors in the Certified Advisor Collective or Learning Community with access to continued skill building, next level trainings, the latest resources, and a knowledgeable group of peers from around the globe.

Training Date: November 7-10, 2022

Participants should plan for a combination of live learning on screen, small group participant discussion, and independent work before and between sessions.

Live Learning:
Monday, November 7, 2022 11:55am - 3:00pm ET*
Tuesday, November 8, 2022 11:55am - 3:00pm ET*
Wednesday, November 9, 2022 11:55am - 3:00pm ET*
Thursday, November 10, 2022 11:55am - 3:00pm ET
*We will hold Office Hours + Community Connection for 30 minutes after the Monday, Tuesday and Wednesday sessions.

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.

Payment and Fees
Fees: Tuition includes the training, hard copy tools, and electronic resources.

  • For-Profit Professional - $2,350USD
  • Non-Profit Professional - $1,750USD

*The above fees include one year of 21/64 Certified Advisor and Certified Advisor Collective benefits. This $65 coupon code will be applied automatically at check out.  Once you sign up for the Collective, your annual benefits will automatically renew after year one, but you can cancel at any time. If you would also like to join the Learning Community there will be an additional fee of $300 per annum in addition to the above fees.

Space is limited and training is filled on a first-come-first-serve basis. Please note registration closes October 26, 2022.

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. In addition to the live facilitation in the main room there is small group work in breakout sessions that cannot be recorded. 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.

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!

Training registration is now closed. Please reach out to [email protected] with any questions.

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The 21/64 Virtual Approach Training – November 7-10, 2022 (Bundle)

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The 21/64 Virtual Approach Training - November 7-10, 2022

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Testimonials.


This week, I participated in 21/64’s Talking About Money Training to challenge one of the oldest taboos – money. The team and facilitators are excellent, creative, and very engaging! Thank you to 21/64 for giving me a framework to look at how my own money story informs/inhibits money conversations with my family and clients, and practice facilitating tools to add value to my conversations around wealth, legacy, and philanthropic planning. It was wonderful and fun to learn alongside a diverse set of peers in the field. We even had an awesome guy from Budapest in our group!

Jen Laun

CFP ®

21/64
2020-08-24T15:34:04-04:00

Jen Laun

CFP ®

This week, I participated in 21/64’s Talking About Money Training to challenge one of the oldest taboos – money. The team and facilitators are excellent, creative, and very engaging! Thank you to 21/64 for giving me a framework to look at how my own money story informs/inhibits money conversations with my family and clients, and practice facilitating tools to add value to my conversations around wealth, legacy, and philanthropic planning. It was wonderful and fun to learn alongside a diverse set of peers in the field. We even had an awesome guy from Budapest in our group!
I highly recommend this training, even if you are quite experienced in family meeting facilitation and client management. In addition to providing outstanding content, the training works on almost a meta level — not only are you covering the toolkits and techniques for facilitating family meetings in detail, but in addition you are able to observe skilled facilitators demonstrate these techniques in action as they work with the group. You are able to reflect about yourself and about the approach you bring to client work as you use the tools, and you are also able to learn from and share best practices with the highly experienced group of peers who attend the training alongside you. A highly valuable use of time!
Coventry Edwards-Pitt, Chief Wealth Advisory Officer
Ballentine Partners, LLC
21/64
2017-08-15T10:53:05-04:00
Coventry Edwards-Pitt, Chief Wealth Advisory Officer
Ballentine Partners, LLC
I highly recommend this training, even if you are quite experienced in family meeting facilitation and client management. In addition to providing outstanding content, the training works on almost a meta level — not only are you covering the toolkits and techniques for facilitating family meetings in detail, but in addition you are able to observe skilled facilitators demonstrate these techniques in action as they work with the group. You are able to reflect about yourself and about the approach you bring to client work as you use the tools, and you are also able to learn from and share best practices with the highly experienced group of peers who attend the training alongside you. A highly valuable use of time!
21/64 is in the forefront of philanthropic educational training in putting forth highly valuable educational programs for those professionals servicing high net worth families who are charitably minded. The classes are cutting edge in contemporary planning with topics covering core inter-personal professionals skills needed by today’s professional to be distinctive in your industry. The skill sets learned with these highly organized classes are certainly applicable to a wide variety of family wealth planning topics. Attendees come from different professional backgrounds and this environment serves as an unique opportunity to collaboratively educate oneself in a multi-disciplinary platform.

Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP

21/64
2017-08-15T10:54:14-04:00

Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP

21/64 is in the forefront of philanthropic educational training in putting forth highly valuable educational programs for those professionals servicing high net worth families who are charitably minded. The classes are cutting edge in contemporary planning with topics covering core inter-personal professionals skills needed by today’s professional to be distinctive in your industry. The skill sets learned with these highly organized classes are certainly applicable to a wide variety of family wealth planning topics. Attendees come from different professional backgrounds and this environment serves as an unique opportunity to collaboratively educate oneself in a multi-disciplinary platform.
This training exceeded my expectations and really took my learning from the 101 Training deeper and resonated with where I am professionally.
21/64
2017-07-03T17:46:03-04:00
This training exceeded my expectations and really took my learning from the 101 Training deeper and resonated with where I am professionally.
Other than grad school, it was the best professional development program I’ve ever been a part of.  It taught me a new way of approaching my work and interacting with donor families.
21/64
2017-07-03T17:46:49-04:00
Other than grad school, it was the best professional development program I’ve ever been a part of.  It taught me a new way of approaching my work and interacting with donor families.
Other than grad school, it was the best professional development program I’ve ever been a part of. It taught me a new way of approaching my work and interacting with donor-families.

201 Training Participant

21/64
2017-08-16T14:46:42-04:00

201 Training Participant

Other than grad school, it was the best professional development program I’ve ever been a part of. It taught me a new way of approaching my work and interacting with donor-families.
The training was such a life-changing and surprising gift. I am really excited about this idea of bringing my own experiences to bear on a consultancy that would combine philanthropy, family dynamics and youth development.

201 Training Participant

21/64
2017-08-16T14:47:38-04:00

201 Training Participant

The training was such a life-changing and surprising gift. I am really excited about this idea of bringing my own experiences to bear on a consultancy that would combine philanthropy, family dynamics and youth development.
The size of the group created a safe space to have candid discussions and practice skills in a non-threatening environment. It was a content-rich experience with tangible takeaways.

201 Training Participant

21/64
2017-08-16T14:48:47-04:00

201 Training Participant

The size of the group created a safe space to have candid discussions and practice skills in a non-threatening environment. It was a content-rich experience with tangible takeaways.
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21/64

Bring a Generation Impact Author to Your Next Engagement

Testimonials.


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
2021-03-17T17:41:47-04:00

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 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
2021-03-17T17:42:58-04:00

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.
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
2021-03-17T17:38:13-04:00

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.
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
2021-03-17T17:22:11-04:00

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.
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
2021-03-17T17:33:52-04:00

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.
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
2021-03-17T17:30:56-04:00

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.
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
2021-03-17T17:39:49-04:00

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.
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
2021-03-17T17:32:41-04:00

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
2021-03-17T17:29:21-04:00

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.
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
2021-03-17T17:35:30-04:00

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.
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
2021-03-17T17:36:40-04:00

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.
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21/64

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