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Charitable Giving Guide
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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.
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Less Guidance, More Discipline: The Fed Steps Back
In Q2, Kevin Warsh took over as Fed Chair with a different playbook: price stability first, and no more signaling the Fed's next move. Investors lost their read on what came next, and markets turned choppy. We didn't waver. We stayed the course our data-driven process set: overweight stocks, no reactive trades. The result? We believe our discipline was rewarded. CIO David Damiani, CFA shares how in our Quarterly Market and Economic Report.
The Tax-Aware Investor
For investors who pay taxes on their gains, how you manage your tax bill can matter just as much as how your investments perform. Explore these four tools of tax-aware investing and how using the right one at the right time can help you keep more of what you’ve built.
Beyond the Exit: How Opportunity Zones Turn a Tax Bill Into a Long-Term Investment
Opportunity Zones began as a temporary program to push private investment into overlooked communities. After proving their worth, they’ve been made permanent, with some useful updates. For business owners who have recently sold, or are approaching a sale, they deserve a close look.
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