Conversations about values, giving, and legacy are at the center of our work at Omaha Community Foundation. Chad Allen and I recently completed the 21/64 training and earned our Certified Advisor designations to strengthen how we guide those conversations with donors and families.
21/64 focuses on training advisors to guide individuals and families in structured conversations about their values, legacy, and charitable giving, especially across generations. The name reflects a range of life stages, from early adulthood through later years, when conversations about long-term impact and legacy often become more intentional.
We came together with a small group from across the country and emphasized a practical approach to working with families and advisors. A key part of this experience-focused on how to guide conversations more effectively and help people speak openly about what matters most, how they think about wealth and giving, and how different generations stay connected through shared purpose.
We were introduced to several tools and facilitation techniques, including Motivational Values Cards, Picture Your Legacy, and frameworks for engaging next-generation donors. What stood out most was how these tools help families turn broad ideas into clear decisions about giving and legacy.
21/64 builds on the relationship-focused work we already do at the Omaha Community Foundation. We regularly meet with donors, families, and advisors to talk through charitable goals, community impact, and the legacy they want to create. This experience adds structure and practical tools to help guide those conversations, especially when they involve multiple generations and perspectives.
We join several colleagues at Omaha Community Foundation who are also using 21/64 training and resources in their work. Together, we are working with donors, families, and advisors across Omaha to guide clear, values-based conversations about giving. Those conversations help direct charitable dollars to local nonprofits, schools, churches, and community initiatives, supporting efforts that strengthen the community for everyone.
We’re also grateful for the partnership of the San Diego Foundation, who hosted this training and created a space for learning, connection, and shared growth. Opportunities like this are a great reminder that community foundations across the country are working toward a shared goal of supporting donors, strengthening families, and building more connected, impactful communities. We are thankful to be part of that broader network and to continue learning alongside peers who are doing this work every day.