Helping donors discover their full giving potential.
Making an impactful gift doesn’t mean that donors have to sacrifice their or their heirs’ financial security. We guide donors through a values-based legacy planning process that honors both their family and the causes they care most about.
Trusted Perspectives
“Most people think you can’t make an impact until the end of your life — but there are multiple ways to make a bigger gift than you thought possible. And Heaton Smith helps you do that.”
Honor every donor’s goals, maximize every donor’s impact.
Purpose-driven legacy planning that preserves donor values
Our values-based approach starts with clarifying each donor’s vision for impact and personal financial philosophy, laying the foundation for a legacy plan that achieves personal goals and creates enduring impact.
Creative financial strategies built for maximum benefit
Meaningful impact requires both technical understanding and genuine personal care. We bridge the gap between both, helping donors create giving strategies that are mutually beneficial to them and the causes they care about.
Personalized support that puts donors first
Legacy planning is more than a financial or legal conversation—it’s deeply personal. We prioritize building relationships with every donor and providing guidance that is patient, thoughtful, and champions their individual goals.
Help your donors build a lasting legacy.
Common legacy planning questions from donors
Strategic charitable gift planning allows you to give from assets beyond cash—appreciated stock, real estate, retirement accounts—which often provides tax benefits that actually increase what you leave to heirs. Techniques like charitable remainder trusts can provide lifetime income while supporting causes you care about. Many donors discover they can triple their charitable impact while improving their family’s financial position.
We help create detailed gift agreements that specify exactly how and when nonprofits will receive and use your gifts. These legally binding documents ensure your intentions are honored, whether funding specific programs, creating named endowments, or supporting particular initiatives. We also work with organizations to establish proper stewardship and reporting protocols.