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.

A Legacy of Growth

The Atlanta Business Chronicle honored Robert Balentine with the 2026 Ann Cramer Lifetime Achievement Award. This feature highlights Robert's legacy of growth: building a leading wealth management firm while advancing red spruce restoration through Southern Highlands Reserve.

Adrian Cronje Is a 2026 Georgia Titan 100 Honoree

This distinction celebrates visionary leadership and meaningful impact, recognizing Adrian’s commitment to excellence and placing him among an exceptional group of leaders shaping Georgia’s business community.

A Healthy Consolidation

We explore our conviction that recent market performance points not to an end of momentum, but to a healthy consolidation across both public and private markets—one that reinforces the foundation for future opportunity. We reflect on performance throughout 2025, take a closer look at the fourth quarter, and share our perspective on the key risks and opportunities shaping 2026.