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!

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Balentine Becomes A Third-Generation Family Firm

With Emily's election to Partner, our firm leadership reflects the spirit of multigenerational stewardship we seek to help our client families cultivate.

Michael E. Pearson Elected Principal

Mike will help shape firm strategy, strengthen collaboration, and guide teams through an increasingly complex regulatory landscape.

Emily Balentine Barbour Elected Partner

Emily's lived experience and deep passion for client service uniquely position her to drive the firm’s next phase of growth.