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.

OBBBA and Your Portfolio: Four Key Shifts

From tax relief for small businesses to stricter clean energy rules and new defense spending, OBBBA is reshaping the investment landscape. Our Investment Strategy Team breaks down four areas of impact—and why fundamentals remain the ultimate driver of results.

Are Blind Spots Holding You Back?

Chairman Robert Balentine’s latest Forbes article reveals the hidden pitfalls leaders often overlook—and how to move past them to lead with clarity and impact.

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.