2: The changing role of the advisor and why philanthropy builds loyal clients.

2: The changing role of the advisor and why philanthropy builds loyal clients.

Podcast host Sarah Fox welcomes Victoria (Vicki) Papworth, Coutts specialist Philanthropy Advisor and a Spears Top 500 Recommended Philanthropy Advisor in 2022, and Kent Community Foundation’s Sophie Hosking. We ask how the role of a financial advisor is changing and the growing expectations from future generations to provide greater and deeper support when it comes to sustainable finance and advice. Sarah asks how professional advisors can find confidence in giving and why local giving might be a great starting point to open up discussion on philanthropy with clients.

1: The head and heart of giving locally: Will it bring you joy and how effective is it?

Podcast host, Sarah Fox is joined by the University of Kent’s Dr Beth Breeze OBE who is co-founder and Director of the Centre for Philanthropy as well as author of five books on fundraising and Philanthropy, and retired investment manager, Prince’s Trust trustee and Kent Community Foundation funder, Richard Oldfield OBE. This episode delves into the ‘why’ of giving to small and local charitable organisations in Kent and Medway, what the benefits to society are and how it feels on a personal level for individuals and families to be able to support voluntary groups who are at the frontline of tackling the county’s most pressing needs.