The (im)measurable impact of meaningful giving.
Real organizations. Real outcomes.
Every partnership with Heaton Smith is defined by measurable results that deliver immeasurable impact—advancing philanthropy where it matters most.
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The George Washington University
Helping a historic institution turn loyalty into lasting impact
When GWU wanted to strengthen alumni giving and secure long-term commitments, Heaton Smith helped design a legacy program rooted in donor values and purpose. The result: deeper relationships, historic milestones, and a new standard for gift planning excellence.
A tradition of philanthropy strengthened for generations of future students.
The George Washington University
Helping a historic institution turn loyalty into lasting impact
When GWU wanted to strengthen alumni giving and secure long-term commitments, Heaton Smith helped design a legacy program rooted in donor values and purpose. The result: deeper relationships, historic milestones, and a new standard for gift planning excellence.
A tradition of philanthropy strengthened for generations of future students.
Prisma Health Upstate
Building a culture of generosity across leadership and care teams
For one of the Southeast’s largest academic health systems, Heaton Smith launched a comprehensive legacy planning program that engaged board members, physicians, and donors in redefining what giving could accomplish.
Shifted legacy giving from initiative to institutional priority, producing $22.5 million in new and blended planned gifts and redefining philanthropic engagement across care teams.
Prisma Health Upstate
Building a culture of generosity across leadership and care teams
For one of the Southeast’s largest academic health systems, Heaton Smith launched a comprehensive legacy planning program that engaged board members, physicians, and donors in redefining what giving could accomplish.
Shifted legacy giving from initiative to institutional priority, producing $22.5 million in new and blended planned gifts and redefining philanthropic engagement across care teams.
Norton Healthcare Foundation
Transforming donor relationships through values-based conversations
Norton Healthcare partnered with Heaton Smith to reimagine how legacy giving could honor both personal values and institutional goals. Through targeted donor engagement and staff training, they sparked one of the most successful estate-gift initiatives in their history.
A thriving culture of generosity—driven by purpose, sustained by people.
Norton Healthcare Foundation
Transforming donor relationships through values-based conversations
Norton Healthcare partnered with Heaton Smith to reimagine how legacy giving could honor both personal values and institutional goals. Through targeted donor engagement and staff training, they sparked one of the most successful estate-gift initiatives in their history.
A thriving culture of generosity—driven by purpose, sustained by people.