Build a robust gift planning culture from the ground up.
Weave gift planning into the DNA of your organization—creating a collaborative team with the proper infrastructure in place to generate both current and documented future gifts.
Trusted Perspectives
“Every other firm out there has a specific niche—Heaton Smith is one of the only gift planning consultants we can treat as an extension of our development team.”
Comprehensive gift planning tailored to your organization
Program development and infrastructure
Establish the essential policies, procedures, documentation, and strategies of a high-performing gift planning program.
Staff training and coaching
Our training prepares your entire development team to identify gift planning opportunities and conduct successful values-based donor conversations.
Systematic donor cultivation
Develop protocols for prospect identification, tracking, and cultivation, as well as legacy society structures that celebrate and recognize donors.
Start building your gift planning success story
Specializing in every aspect of gift planning
Program development
Case statements
Infrastructure development
Marketing strategy
Policies and procedures
Gift agreements
Internal capacity building
Staff training and coaching
Prospect identification and coaching
Prospect cultivation
Gift Planning Guide Desk®
Donor relations
Legacy society protocols
Stewardship activities
Donor recognition and stories
Constituent services
Board and committee training
Professional advisor outreach
Professional advisor education
Understanding comprehensive gift planning services
Everything needed for gift planning success: gift acceptance policies review, staff training, marketing partner recommendations, donor engagement and cultivation strategies, gift documentation support, and ongoing counsel. We customize the mix based on your specific needs and capacity.
Initial implementation typically takes 6-12 months, with ongoing support continuing as needed. Most organizations see their first documented gifts within 3-6 months and significant momentum by year two.
You get an entire team of experts for less than the cost of one FTE. Plus, our approach builds gift planning capacity across your entire organization, not just in one person or department.