Making a charitable donation? Don’t miss these four tips for getting the most from your gift.
Before reaching for your checkbook or hitting that “support” button on an email, consider these tax-efficient ways to support charities.
Robert Balentine, Balentine CEO and Chairman, received Honorable Mention for philanthropic excellence in the eighth annual Invest in Others Community Leadership Awards. Robert received this recognition for his work as founder of the Southern Highlands Reserve. The Invest in Others Charitable Foundation established the Community Leadership Awards to support the philanthropic and volunteer activities of financial […]
Through the years, as we have worked with clients who share our passion for principled investment within the community, we have often been asked how to put these principles into work within investment portfolios. Impact investing provides one of the best strategies for doing so. Impact investing, more specifically, is an investment strategy that seeks to generate both financial returns and positive social and/or environmental results.