donor-centric and values-based.
At Heaton Smith, we partner with nonprofits to help them close the gap between their donors’ desire and capacity to give to heirs and to charity. Through our proven values-based legacy planning model, donors make important decisions regarding when and how they will support their heirs’ journeys and nonprofits most important to them. Values-based planning discussions often lead donors to make more significant and meaningful estate and blended gifts to nonprofit clients – what donors consider their ultimate gift.
Our clients include nonprofit organizations in five arenas: healthcare and academic medicine, higher education, arts and culture, religion, and independent schools, and we serve clients across the United States.
Heaton Smith team members have led programs and development offices at some of the nation’s most esteemed nonprofit institutions such as Memorial Sloan-Kettering Cancer Center, Duke Medicine, Harvard Endowment, and the Lucille Packard Foundation for Children’s Healthcare.
We will never sell products or services to your donors.