Legacy Planning Services

Helping donors make a lasting impact through your organization

You want to secure more planned gifts. And, you want legacy discussions with donors to be 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 the nonprofits most important to them.

Values-based legacy planning includes the following steps:

  • Discovery – a researched-based questionnaire
  • Clarity – Family Financial Philosophy that states a donor’s goals
  • Decisions – donor centric recommendations
  • Implementation – meet with a donor’s advisors
  • Documentation – more than 50 percent of donors with whom Heaton Smith works document a blended or estate gift with clients
Unlock the potential of legacy planning services so you and your donors can make an incredible impact in the world.

Here’s how it works:

1 1
Request a Consultation
During your consultation, we will work to understand your unique program, review your goals and objectives, and identify gaps and challenges you are currently facing to ensure you get the most effective solutions possible.
2 2
Implement Our Legacy Planning Services
One of our nationally recognized team members will guide select donors through our values-based legacy planning process. Documented blended and estate gifts will help unlock the full potential of your giving program.
3 3
Reach Your Development Goals
We believe that using our proven methods and counsel will help you build a more effective planned giving program to help you secure and develop the best and largest gifts possible.

Discover how you can help your donors make meaningful legacy gifts and leave a lasting impact through your giving program.


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