Celebrate
More Planned
Gifts.

More planned gifts for your organization means
greater impact on those you serve.

Nonprofits want to increase the number of legacy gifts they secure each year, so many organizations partner with us to provide values-based legacy planning to their loyal donors, train their major and planned giving staff, and help them increase the number of new estate and blended gifts to advance their missions.

Increase planned gifts to your organization.
Schedule a Conversation

You want consistent gift planning activity.

Without it, you know that your organization is missing significant opportunities for support and to help meet your donors’ legacy planning needs.

At Heaton Smith, we understand the complexities of legacy and gift planning. Through our proven values-based legacy planning model, clients increase the number of new planned and blended gifts, annually. More than half of all gifts facilitated in partnership with clients are documented for an average gift of $515,000.

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Testimonials

Mr. Bill Schmidt, MD

Vice President, Resource Development
Greenville Health System

“Greenville Health System has nearly $20 million in documented estate and blended gifts from our partnership with Heaton Smith.  The decision to partner with Heaton Smith was absolutely the best decision.”

Lynnie Meyer, RN, EdD, CFRE

Senior Vice President, Women’s & Children’s
Community Partnerships
Chief Development Officer,
Children’s Hospital Foundation
Norton Healthcare Foundation

“The values-based legacy planing model is the way to go, and Heaton Smith is part of the Norton Healthcare family.”

J. William Kinard, Jr. FAHP

Senior Vice President, Mission Health Department of Philanthropy
President, Mission Health System Foundation

“Our goal was to partner with a firm that would help us facilitate more planned and blended gifts in a donor centric way and whose results were verifiable.  We found both in our partnership with Heaton Smith.”

Do you currently have full-time gift planning staff?

Change Your Donor Conversations

Many donors want to give all they can when they can to organizations most important to them. Values-driven discussions help donors determine their family, financial and philanthropic legacy goals and inform how and when they will give to heirs and to charity.

Our five-part planning approach is simple:

1 1
Engagement
Nonprofits partner with Heaton Smith to provide values-based legacy planning to donors.
2 2
Discovery
Donors complete a research-based legacy questionnaire.
3 3
Clarity
A Family Financial Philosophy is written for donors.
4 4
Decisions
Donors receive detailed legacy recommendations and meet with their advisors for review. Donors’ advisors execute all documents.
5 5
Disclosure and Documentation
Gift disclosure and documentation at donors’ discretion.

Celebrate More Planned Gifts

More planned gifts for your organization means greater impact on those you serve. More than 90 percent of donors with whom Heaton Smith works include our clients in their estate plans or make blended gifts. Gift vehicles include cash, publically and privately held stock, real estate, bonds, art and collections, intellectual property, business interests, endowments, donor advised funds, private foundations, charitable remainder and lead trusts, retirement plan/IRA beneficiary designations, payment on death, bequests in a will or trust, and life insurance.

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Thank More Legacy Donors

Legacy donors are less likely to remove your nonprofit as a charitable beneficiary of their estate plan once they document a gift with your organization. So, that’s an important decision and step on donors’ part that impacts your organization’s mission.

More than 50 percent of gifts facilitated by Heaton Smith in partnership with  clients are documented. In fact, the firm is the leader in documented estate and blended gifts in our space. You will know many of your new legacy donors, be able to discuss opportunities of support with them, facilitate gift agreements, and properly thank and steward them during their lifetime. Disclosure and documentation includes gift notifications, signed gift agreements, blended gifts, current charitable remainder or lead trusts, to name a few.

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A Story of Generosity