Dear Colleagues s6

Oc tobe r 2 4-25 , 20 17 / New York , NY 101 Training

Dear Colleagues,

Thank you for your interest in a 21/64 Training that will help you to acquire the personal skills, generational awareness and technical tools to work more effectively with next-generation funders and multigenerational family enterprise clients.

The next training will take place on October 24-25, 2017 and can accommodate up to 25 people.

The program is specifically designed for professionals who want to broaden their ability to relate to next-generation family foundation and private wealth clients and to help them navigate more successfully across generations.

We hope you will be able to join us. After reading through the attached materials, please don’t hesitate to contact us with any questions.

Sharna Goldseker Danielle Oristian York Barbara Taylor Oc tobe r 2 4-25 , 20 17 / New York , NY 101 Training

WHO SHOULD ATTEND? Agenda

 Philanthropic advisors Training Dates: October 24-25, 2017

 Family office professionals

 Foundation directors and DAY 1 • Welcome & Overview donor relations officers • Personal Tools 9:00am –  Private bankers, investment - How We Bring Ourselves To Our Work With Families advisors, and estate 5:00pm - Training On Leadership Tools for Change Series attorneys • Generational Tools LEARNING OBJECTIVES - Using the Generations as a Lens For Multigenerational Consulting  Understand assumptions - Training on Generational Tools, including: around family, wealth, and philanthropy • Generational Personalities • Motivational Values Cards  Gain generational awareness to engage the next • Picture Your Legacy generation • Money Messages  Learn to implement • Engaging the Next Generation Case Study facilitation and group dynamics tools • Turning Theory Into Practice: How We Administer the Work  Apply facilitation and group DAY 2 dynamics tools • Implementing Stages of the Action Research Method 8:30am –  Acquire research on next-gen - Entry and Contracting 3:30pm donors - Data Collection - Feedback DELIVERABLES - Planning  Two-day interactive training in 21/64 methods and tools - Intervention - Evaluation  Pre- and post-training phone consultations • Resources, Evaluation, and Next Steps

 Certification in use of 21/64 tools and subsequent referrals

ONGOING PROFESSIONAL DEVELOPEMENT

 Network of peers

 Discount on 21/64 tools

 Eligibility for 201 and 301 level trainings

 Quarterly professional Oc tobe r 2 4-25 , 20 17 / New York , NY 101 Training

TESTIMONIALS Registration Form Training Dates: October 24-25, 2017 Workshops are limited to 25 participants and will be filled on a first-come first-serve basis. You “21/64 tools have will receive a hard copy binder of the training materials when you arrive at the event. Fees include all workshop materials, 21/64 tools, and two (2) breakfasts, and two (2) lunches. increased my ability to dive deeper with donors and particularly families,

with multiple generations Name at the table. The training Title is dynamic, fresh, and very full of interactive Organization experiences and moments Address for personal and professional reflection. As City / State / Zip

an organization, we have Telephone benefitted from both the Email 21/64 certification as well as the continued relationship with the TRAINING FEES 2/164 staff.” SAVE $200 if you enroll by August 20, 2016 Kim Wright, Director of Philanthropic Services, The YOU ARE A: Fee YOUR GENERATION: Seattle Foundation For profit professional $2,900 Traditionalist Gen X Non-profit professional $2,400 Baby Boomer Millennial “Your training was the Freelance Professional $1,800 most important and impactful professional Check here if you would like to have cocktails/dinner on October 24th with other participants development work I’ve Dietary needs: ______done in many years.” Cancellation Policy: If received by August 20th or earlier: full refund. August 20-September 20th, 50% Sarah Harrison, Deputy VP, refund. After September 21st, no refund but can be applied to future training. The Denver Foundation FORM SUBMISSION DETAILS “The size of the group created a safe space to Please email completed form, short bio and headshot to: [email protected] have candid discussions and practice skills in a MAIL CHECK, PAYABLE TO 21/64, TO: non-threatening 21/64 environment. It was a 445 Park Avenue, Suite 16A content-rich experience New York, NY 10022 with tangible take- Attn: Barbara Taylor aways.” Hotel Recommendations: Please contact Krystal Andrews at [email protected] 21/64 Training Participant