Unlocking Meaningful Conversations for Game-Changing Wealth Advising

Insights from Danielle Oristian York of 21/64 

Join us to hear from Danielle Oristian York, the Executive Director and President of 21/64, an organization serving multigenerational philanthropic families who seek to give effectively and together. 

Danielle knows trusted advisors are perfectly positioned to guide their clients’ philanthropic impact. She also knows advisors want to know how to do this and how to do it well. 

During this interactive session, Danielle will equip attendees with tools and resources to help them include philanthropy in their client interactions to level up their advising game and drive better client relationships.

For financial planners: 
We are excited to announce that this session has been accepted by the CFP Board. 1 CE credit hour of Principles of Financial Planning will be granted. 

When?
Wednesday, June 26 
8:30 to 10 a.m. 
8:30 to 9 a.m. - breakfast and networking 
9 to 10 a.m. - presentation

Where?
Loews Kansas City Hotel
1515 Wyandotte Street
Kansas City, Missouri  

Parking validation will be provided. 

Who should attend this session?
Wealth managers, financial planners, accountants, attorneys and other advisors who serve charitable clients.

There is no cost to attend this session, and we encourage interested attendees to share the invite with their peers in the field.

Questions? Contact us at events@growyourgiving.org or 816.842.9126.

Danielle Oristian York 
Executive Director & President of 21/64

Danielle has spent decades helping families, leaders, and communities have complicated conversations about change, identity and the future. As a creative systems thinker and a fan of embracing complexity, she brings a constant curiosity and warm presence to her work with new and seasoned philanthropists, family foundations and the advisors who serve them. Prior to joining the 21/64 team, Danielle worked at UBS and Pitcairn Family Office, which provided different vantage points to catalyze and support strategic decision-making.

Do you have clients with donor-advised funds at the Community Foundation? Encourage them to attend our evening session specifically for individuals and families. 

We strive to host an inclusive, accessible convenings that enable all individuals to engage fully. To request an accommodation or for inquiries about accessibility, please contact us at events@growyourgiving.org or 816.842.9126.