If you are a small- to medium-sized organization with a consistent donor cohort but do not have a blended and gift planning program, then you are missing out on the $8.8 trillion wealth transfer currently underway. No matter your team’s size, you deserve to have a strategic and effective gift planning program.
We know you want to build a successful planned giving program but too often find your goals unmet and your potential donors unengaged. With Heaton Smith’s Gift Planning Guide Desk ®, our nationally-recognized team will help you facilitate and celebrate more blended and documented estate gifts so you can achieve greater impact through your organization.
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