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,



St. Vincent’s Foundation

Birmingham, Alabama

St. Vincent’s Foundation was established in 1984 to administer charitable contributions for St. Vincent’s Health System. The Foundation strives to support its health ministry in providing personalized, compassionate care for its patients and the community.

The Foundation works with donors across Alabama and beyond to raise funds for programs, education, equipment, and technology. It also drive capital campaigns that fund new and improved facilities for the health system, including St. Vincent’s Birmingham, St. Vincent’s Blount, St. Vincent’s Chilton, St. Vincent’s East, St. Vincent’s One Nineteen, St. Vincent’s St. Clair, and the Ambulatory Healthcare Network.
Learn more at www.stvhs.com/give.




Children's Healthcare of Atlanta


Children’s Healthcare of Atlanta has been 100 percent dedicated to kids for more than 100 years. A not-for-profit organization, Children’s is dedicated to making kids better today and healthier tomorrow. Our specialized care helps children get better faster and live healthier lives. Managing more than 870,000 patient visits annually at three hospitals and 27 neighborhood locations, Children’s is the largest healthcare provider for children in Georgia and one of the largest pediatric clinical care providers in the country. Children’s offers access to more than 60 pediatric specialties and programs and is ranked among the top children’s hospitals in the country by U.S. News & World Report. With generous philanthropic and volunteer support since 1915, Children’s has impacted the lives of children in Georgia, the United States and throughout the world. Visit www.choa.org for more information.



YMCA of Metro Atlanta


The YMCA of Metro Atlanta exists to meet unmet community needs. The YMCA aspires to leave a legacy for future generations by bringing people together to champion communities where everyone belongs. YMCA programs are guided by a four-part agenda to ensure school readiness, improve academic achievement, inspire civic leadership and empower healthy living. Founded in 1858, the YMCA of Metro Atlanta has served our community for almost 160 years. As Atlanta has grown, the YMCA has responded with new locations and programs to meet the unique needs of the children, adults and families it serves.

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