Heaton Smith Group

Heaton Smith is a gift planning consulting firm that helps nonprofit organizations facilitate more blended and documented estate gifts. We partner with clients in four areas: Comprehensive Gift Planning Counsel, Legacy and Charitable Estate Planning, Planned Giving Program Audits/Assessments, and our Gift Planning Guide Desk®. We are the leader in blended and documented estate gifts in the legacy planning area for an average gift of $518,000. Heaton Smith guides nonprofits to transition from Planned Giving to Charitable Gift Planning. Gift planning is a programatic approach, meets the needs of all donors, and allows nonprofits to facilitate gifts of non-cash assets. Sample clients include Memorial Sloan Kettering Cancer Center, The Obama Foundation, The University of California Riverside, Phoenix Children's Hospital, and Long Beach Memorial Medical Center.

Service Area: National

Contact: Dave Smith

Email: dave@heatonsmithgroup.com

Phone: 4048121722

Website: https://www.heatonsmithgroup.com

LinkedIn: https://www.linkedin.com/company/heaton-smith-group

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