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.

Making Sense of Higher Long-Term Rates

5% Treasury yields are back — and investors are treating it like a warning sign. Head of Public Markets Susie Wang makes the case for why it might be the opposite: a healthy return to normal.

Entrepreneurs Serving Entrepreneurs

This article from Atlanta Business Chronicle spotlights our experienced Business Advisory Team and what sets them apart: they have firsthand perspective. Before advising entrepreneurs, they were lenders, advisors, CEOs and entrepreneurs in their own right, living the same pressures our clients face today. That firsthand perspective shapes every recommendation they make.

$9bn Atlanta RIA Balentine Buys Business Advisory Firm

In this Citywire article, read more about Tom Matthesen, founder of Valuation Growth Advisory (VGA), and Balentine's Head of Business Advisory.