<p>Oc tobe r 2 4-25 , 20 17 / New York , NY 101 Training</p><p>Dear Colleagues,</p><p>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.</p><p>The next training will take place on October 24-25, 2017 and can accommodate up to 25 people.</p><p>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.</p><p>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.</p><p>Best,</p><p>Sharna Goldseker Danielle Oristian York Barbara Taylor Oc tobe r 2 4-25 , 20 17 / New York , NY 101 Training</p><p>WHO SHOULD ATTEND? Agenda</p><p> Philanthropic advisors Training Dates: October 24-25, 2017</p><p> Family office professionals</p><p> 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</p><p> Certification in use of 21/64 tools and subsequent referrals</p><p>ONGOING PROFESSIONAL DEVELOPEMENT</p><p> Network of peers</p><p> Discount on 21/64 tools</p><p> Eligibility for 201 and 301 level trainings</p><p> Quarterly professional Oc tobe r 2 4-25 , 20 17 / New York , NY 101 Training</p><p>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, </p><p> 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 </p><p> 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</p>