The Private Client Podcast
Home to all private client advisers. From Independent Financial Advisers to Family Solicitors, form Tax Advisers to Investment Managers and much more.
Our host Charlie Chami to brings together a fascinating range of professionals, so we can share experiences, provide a better service to our clients and grow our businesses.
This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.
The Private Client Podcast
E21: Philanthropy and charitable giving with Sabita Ravi
Our host Charlie Chami talks to Sabita Ravi, Philanthropy Manager at Quartet Community Foundation. They discuss a wide range of topics from moving from Delhi to the UK to the challenge of working with people experiencing homelessness.
They delve into what a community foundation is and how they can help individuals set up charitable foundations in their own name, directing money to the causes that matter to them.
Finally, they discuss why individuals should consider donating to a charity or setting up a charitable trust. How advisers can deepen the relationship with their clients and help them take advantage of tax treatment of charitable giving.
Sabita Ravi
https://www.linkedin.com/in/sabita-ravi-5740b429/
Private Client Network
https://www.privateclientnetwork.co.uk/
https://www.linkedin.com/company/private-client-network/
https://www.instagram.com/private_client_network/
https://www.youtube.com/@ThePrivateClientPodcast
Host: Charlie Chami
https://www.linkedin.com/in/charleschami
https://www.glamis-ifa.co.uk/
Host: Simon Tutton
https://www.linkedin.com/in/simontutton/
