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.

Tariffs Are Here

More than four months after "Liberation Day," our Investment Strategy Team discusses the current trade landscape, highlighting how OBBB could create a more strategic, partnership-driven trade era.

John Maddison is Balentine's Head of Wealth Management

By bridging leadership across locations and disciplines, John will foster stronger connectivity and consistency across the firm.

What’s the Purpose Behind Your Money?

Mark Bell shares how assets blending financial return with passion and enjoyment can build legacy, generate connections, and help tell your story.