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.

Values and Strategies Essentials

Through our Generation Impact research, we have discovered that next gen donors prioritize making an impact. Given The Philanthropy Workshop’s (TPW) programmatic expertise on strategy and impact, in late 2018 we began having discussions on how we can incorporate their intensive curriculum on strategic philanthropy into our core services.

From our conversations with TPW, we discovered that we both have networks comprised of donors dedicated to achieving strategic impact and a values-aligned approach to change.  We saw how together we might offer the field a more robust learning experience by leveraging 21/64’s focus on philanthropic identity, values clarification, and visioning combined with TPW‘s emphasis on strategic philanthropy, focus on funding root causes, and the belief that donors want to utilize all the tools at their disposal. Rather than duplicating efforts, we embarked on a journey to integrate our organizations’ programming and capitalize on this collaboration. 

In 2023 we are excited to continue this programmatic alliance to serve today’s multigenerational philanthropic eco-system of grantmakers, impact investors, family philanthropists, foundation leadership, and social investors. 

ABOUT THE CONVENING

21/64 and TPW are convening Values and Strategies Essentials virtually on October 3, 5, 10, 12, 2023.

Values and Strategies Essentials is a meaningful learning and growth opportunity for people of all ages and stages of their philanthropic journey. This course is both for donors who are stepping into their roles and want to clarify their philanthropic identity as well as for donors with significant experience who want to focus on strategic giving. Values and Strategies Essentials brings a fusion of experiential learning and purposeful skill-building through the introduction of core frameworks, best practices, and benchmarking data.

This program, content, and community are all keenly designed for donors to align their values with their giving and consider how they want to allocate their time, talent, treasure, and ties to make an impact. It offers a powerful way to build relationships with one another, develop a shared mindset and skillset, leveraging each other’s ideas and experience. Participants will leave with actionable next steps on strategic philanthropy and their role in it.

PURPOSE

The purpose of this learning opportunity is to equip participants to become strategic changemakers.

This experience goes beyond the event itself and includes access to curated educational experiences about philanthropy and related issues. Our aim is to help expand and strengthen peer connections and inspire participants to take next steps in their journey.

Fall 2023 Program

SCHEDULE

October 3, 2023 / 11:30am - 2:00pm ET
October 5, 2023 / 11:30am - 2:00pm ET
October 10, 2023 / 11:30am - 2:00pm ET
October 12, 2023 / 11:30am - 2:00pm ET

OBJECTIVES

We aim to meet the following learning objectives over the arc of this convening:

  • Clarify your philanthropic identity by examining the values and vision that drives your decision-making;
  • Explore your role personally as a donor, role within your philanthropic structures with others, and in the broader field;
  • Incorporate a strategic “roadmap” into your practice to give better and mobilize your resources for impact;
  • Gain clarity on the ecosystem within which philanthropy operates and the levers of social change—political, social and economic forces—and understand how you can push these levers to help make a positive difference;
  • Identify the next steps in your philanthropic journey and,
  • Develop, expand and/or deepen your network of philanthropy and social change peers to exchange knowledge, practices and experiences.
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Values and Strategies Essentials – October 3, 5, 10, 12, 2023

$1,900.00

QTY
  • Max. file size: 64 MB.
  • Max. file size: 64 MB.
  • If you do not have your bio or photo readily available, you can also email them to [email protected]
  • Program Questionnaire
    Before you begin your journey with us, please fill out the below questionnaire to help us learn more about you and your goals.
  • Experience
  • Network
    Values and Strategies Essentials is built around peer learning and exchange. After the course, you will become a part of the 21/64 and TPW network that includes access to curated educational experiences about giving and related issues concerning network members. There is a wealth of knowledge and experience held within the network and we encourage you to share your own expertise and seek out assistance from others.
  • Cancellation

    We understand life happens. If you cancel more than 60 days prior to a scheduled course, your registration will be refunded in full. If your cancellation is 30-60 days prior your registration be refunded 50%.  All cancellations within 30 days of the course date are nonrefundable. 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 program within 12 months.
  • Payment and Fees
    Shipping and handling for tools may be billed separately for attendees outside the United States
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Registration before August 21:

For-Profit Professional, Non-Profit Professional
Testimonials.


This retreat was life changing and eye opening. It empowered me to ask my parents the questions about this inherited legacy that I had never previously known how to ask.

NextGenDonors Retreat Participant

21/64
2017-07-17T11:46:54-05:00

NextGenDonors Retreat Participant

This retreat was life changing and eye opening. It empowered me to ask my parents the questions about this inherited legacy that I had never previously known how to ask.
The NextGenDonors Retreat was really special for me. I learned so much and it was so nice to meet all the participants. I thought everyone had something great to offer and we connected on this common set of issues. After the gathering, I feel more comfortable speaking about my involvement in my family’s foundation, and less hesitant about speaking in front of a group.

NextGenDonors Retreat Participant

21/64
2017-08-16T14:14:52-05:00

NextGenDonors Retreat Participant

The NextGenDonors Retreat was really special for me. I learned so much and it was so nice to meet all the participants. I thought everyone had something great to offer and we connected on this common set of issues. After the gathering, I feel more comfortable speaking about my involvement in my family’s foundation, and less hesitant about speaking in front of a group.
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21/64

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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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