Tomorrow’s legacies start today.
Heaton Smith unlocks immediate impact through values-driven charitable gift planning strategies that meet the immediate and changing needs of both donors and nonprofits.
Who We Serve
Whatever your goal, we show you how to create opportunities for giving that drive results now and in the future. This is where nonprofits discover untapped potential in their donor base, where donors learn they can give beyond their checkbooks, and where professional associations find the expertise to elevate the entire field.
We meet you at the intersection of intention and impact.
We meet you at the intersection of intention and impact.
Whatever your goal, we show you how to create opportunities for giving that drive results now and in the future. This is where nonprofits discover untapped potential in their donor base, where donors learn they can give beyond their checkbooks, and where professional associations find the expertise to elevate the entire field.
Proven Partnerships
Since 2009, we’ve helped hundreds of leading change-makers raise millions in charitable gifts.
Trusted Perspectives
“Heaton Smith delivers results. They’re trusted partners that consistently help us exceed our annual goals. That’s good for everybody.”
Expertise that drives results
From assessment to implementation, we tailor our services to your needs—providing you with a highly customized approach that uncovers immediate opportunities to develop your gift planning program.
Comprehensive charitable gift planning services that deliver meaningful ROI
Comprehensive charitable gift planning services that deliver meaningful ROI
From assessment to implementation, we tailor our services to your needs—providing you with a highly customized approach that uncovers immediate opportunities to develop your gift planning program.