If you are looking for a legacy and charitable estate planning firm whose knowledge base

is second to none, will help your organization expand its gift planning program and help you

facilitate meaningful documented and naming gifts, then Heaton Smith is the choice for you.


Heaton Smith Group is pleased to announce its newest clients,



Assumption High School

Louisville, Kentucky


Assumption High School educates young women to reach their maximum potential in a Catholic community where faith guides, compassion inspires, integrity matters, and excellence empowers. Rooted in the values of Jesus Christ and the spirit of the Sisters of Mercy, Assumption thrives as the college preparatory school of choice for young women by providing a wide range of educational and co-curricular programs which develop the whole person: mind, body, and spirit. Learn more about Assumption High School at www.ahsrockets.org or call 502-458-9551


Bon Secours Virginia Health System

Richmond, Virginia


Bon Secours Virginia provides excellent healthcare to Virginians through a network of hospitals, primary and specialty care practices, ambulatory care sites and continuing care facilities across the Commonwealth. The not-for-profit health system employs more than 12,500 people, including nearly 800 providers who are part of the Bon Secours Medical Group. The fourth largest and only faith-based health system in Virginia, Bon Secours Virginia offers a full range of services including cardiology, women’s health, children’s health, orthopaedics, oncology, neurosciences and surgery at eight award-winning hospitals.
•Bon Secours Richmond hospitals include St. Mary's Hospital, Memorial Regional Medical Center, Richmond Community Hospital, Rappahannock General Hospital and St. Francis Medical Center.
•Bon Secours Hampton Roads hospitals include Maryview Medical Center, DePaul Medical Center and Mary Immaculate Hospital.
About Bon Secours Virginia Health Care Foundation
The Bon Secours Virginia Health Care Foundation raises charitable funds to help Bon Secours Virginia Health System address the community's growing health care needs with compassion and excellence. Through charitable support, the Foundation is dedicated to helping create healthy communities, advancing clinical innovation, and providing an extraordinary experience of care. For more information, visit www.bsvaf.org.

Through a values-based discovery process that helps donors articulate what’s important to them in three vital areas—family, finances and philanthropy—we guide individuals, couples and families through the work of cultivating their desired legacies. It’s a process that for our clients results in meaningful gifts and a closer relationship with donors.


“If you and your family can determine what’s important before deciding what to do, then your children will thrive, your family will survive, and society will benefit.”

- Charlie Collier

former Senior Philanthropic Advisor

Harvard University

A Heaton Smith Strategic Partner

A Heaton Smith Strategic Partner