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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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Balentine Blueprint
Our plans aren’t static documents reviewed once a year. We take a holistic approach, prioritizing what matters most to you and continually reassessing and updating your plan as your needs evolve.
Family & Legacy Guide
Conversations about wealth, transfer, and legacy can be some of a family’s most challenging. Our Family & Legacy Guide discusses building resiliency, avoiding the pitfalls of sudden wealth, and fostering hopeful, intentional discussions.
5 Key Questions To Simplify the Complexity of Your Business Transition
Transitioning your business may be the biggest financial decision of your life. Our guide offers insights from our experienced team to help you save time, money, and avoid common pitfalls.
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