Maximizing impact across the philanthropic ecosystem.
From nonprofits seeking to unlock dormant potential, to donors wanting to ensure their philanthropic legacies, to professional associations elevating the entire field—we support every stakeholder with the same values-based, results-driven approach.
Philanthropy works best
in partnership.
Nonprofit Organizations
Build a culture where gift planning drives growth.
Donors & Families
Discover each donor’s full capacity to create a meaningful, lasting legacy.
Professional Associations
Elevate the field through education, best practices, and thought leadership.
Trusted Perspectives
“Heaton Smith has helped organizations make huge impacts—raising more money and achieving their missions in ways they didn’t know they could.”
