Insights

Charitable Giving Guide

Philanthropy provides you with the means to improve the lives of those around you, and it takes many shapes and forms depending on your goals. On one end of the spectrum, you could give a cash gift to a charitable organization that is significant to you. One the other end of the spectrum, you could establish a private foundation to make targeted gifts in perpetuity.


Download our comprehensive guide to explore your options and discover the best path for your family’s charitable giving. Let's bring your vision to life—start today!

Browse our collection of resources from trusted thought leaders.

Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more.

Robert Vann, Jr. Joins Balentine as Senior Relationship Manager, Multi-Family Office

With more than two decades of experience as an attorney and wealth advisor, Robby will partner with multigenerational families to protect, preserve, and sustain their legacy.

Artificial Intelligence: Engine of Change

AI is more than a headline—it’s a long-term driver of transformation across industries and markets. In our Q3 Market & Economic Report, we explore recent economic shifts and share why we believe AI’s rise matters to investors today.

Celebrating Art Across Generations

Our Chairman, Robert Balentine, was featured in Cultured magazine, where he shared insights on his family’s collection and the Balentine Prize’s role in championing the next generation of artists.