Heaton Smith gives you the critical tools you need to meet your blended and planned giving goals, regardless of your organization’s size.
Actionable Knowledge – We know that many gift officers are highly motivated and yet too often lack the right knowledge to have strategic and successful gift planning conversations with donors. Through our gift planning training, your gift officers will become empowered to connect with donors and secure more blended and planned gifts, successfully.
A Proven Approach – Most advisors lead conversations about philanthropy with tax issues, which are often not the primary motivation for donors to give: Donors want their values to inform and drive their philanthropy. Our values-based legacy and charitable estate planning approach ensures that donors achieve all of their family, financial, and philanthropic legacy goals.
Alignment in Best Practices – Even the best gift planning programs can become overrun with complexity and start to work against itself. Your organization must ensure full alignment in your gift planning marketing, prospect identification, donor engagement, stewardship, and code of ethics and standards. When your development activities align with best practices, you’ll remove the barriers that stand between you and successfully reaching your development goals.
Generate Sustaining Gifts – The right gifts make all of the difference when it comes to the financial health and impact of your organization. More than 50 percent of gifts facilitated by Heaton Smith in partnership with clients are documented. Blended gifts will provide resources now, while documented estate gifts will allow you to thank donors during their lifetime.
All of our services are provided by Heaton Smith’s nationally-recognized team who bring their unique experiences and expertise to work for you as we tailor our services to meet your needs. It is time to stop missing opportunities, and instead, build a more robust gift planning program to support your organization.