Comprehensive solutions for every stage of your gift planning journey.
Whether you’re just beginning to explore gift planning or ready to take an established program to the next level, we meet you where you are with services tailored to your specific needs, capacity, and goals.
Trusted Perspectives
“Heaton Smith is the gold standard for legacy and gift planning. They're deeply strategic, incredibly thoughtful, and consistently thinking further ahead than most organizations are prepared for. The work they do doesn’t just support today’s goals — it shapes the long-term future of the sector.”
From assessment to implementation:Everything you need to build program success.
Community foundation development services
Build development programs that serve as philanthropic hubs for entire communities.
Comprehensive gift planning services
Build your entire approach with end-to-end culture building and infrastructure.
Gift planning program audits
Discover exactly where you’re leaving money on the table—and how to capture it.
Legacy planning services
Provide donors with values-based legacy planning that prioritizes their goals and maximizes their impact.
Gift Planning Guide Desk®
On-demand expertise for organizations ready to level up their gift planning programs.
Speaking engagements & training
Inspire and educate your team, board, donors, or member institutions with engaging presentations and valuable education.
Questions about our gift planning services and solutions
Start with a conversation about your current state, goals, and capacity. Some organizations begin with a Gift Planning Program Audit to establish their baseline performance and identify gaps. Others want to offer values-based legacy planning to their high-affinity, higher-capacity donors. We recommend solutions based on your specific needs, not a one-size-fits-all approach.
Absolutely. Many organizations use multiple services strategically—starting with an audit, and then retain Heaton Smith to train staff and guide the implementation of their strategic plan. Other clients combine legacy planning services with our Gift Planning Guide Desk® for ongoing support and technical assistance. Services are designed to complement each other and scale with your growth.
We serve organizations from $1 million to over $600 million in annual revenue. Our scalable approach ensures right-sized solutions, whether you’re a small community nonprofit, regional healthcare system, major university, or national organization. The Gift Planning Guide Desk® specifically serves organizations under $5 million in revenue, while comprehensive services scale to any size.