Balentine frequently receives questions about how to prepare second and third generations for the wealth they will one day inherit. As the season of giving is upon us, we share our most popular suggestions for how to engage your children in philanthropy throughout their lives.
Making a charitable donation? Don’t miss these four tips for getting the most from your gift.
The New Year is a natural time to reflect and determine how to make the next year even better. You may even choose to make—dare we say it?—a resolution or two.
Before reaching for your checkbook or hitting that “support” button on an email, consider these tax-efficient ways to support charities.
“Though each client is unique, certain trends emerge among generations,” says Brittain Prigge, director of relationship management at Balentine, an Atlanta-based independent investment advisory firm.
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.