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Legacy Planning
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Heaton Smith Group provides a donor-centered legacy planning process that helps a select group of a nonprofit organization\'s donors articulate their family, financial and philanthropic legacies in accessible language, often resulting in transformational planned gifts. Large foundations use Heaton Smith as a carve-out for strategic donors while small to medium-sized foundations use Heaton Smith as a total planned giving outsource.

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Legacy Planning


Piedmont Healthcare
Atlanta, Georgia

Piedmont Healthcare is a 1043-bed hospital system based in Atlanta. Piedmont Hospital, located in the Buckhead neighborhood, was ranked as the top acute-care community hospital in metro Atlanta on the 2011-12 Best Hospitals list by U.S. News & World Report. The system includes Piedmont Heart Institute, comprised of more than 100 affiliated cardiovascular specialists. In addition to cardiology, a short list of Piedmont\'s specialties include oncology, neurology, gastroenterology, gynecology and endocrinology.
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Legacy Planning
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A discussion about philanthropy, legacy and charitable estate planning.

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donor centered
Is your organization truly donor centered in your approach to securing planned gifts?

clarity
Would your donors benefit from a values-based planning process that helps them discover their family, financial and philanthropic legacies with clarity and simplicity?

leading resource
Would you like your organization to be considered the leading resource for legacy and charitable estate planning in your community?

planned gifts
Would you like to consistently secure six and seven-figure planned gifts for your organization?
Legacy Planning
Address:
1380 West Paces Ferry Road
Suite 1100
Atlanta, Georgia 30327
Email:
info@heatonsmithgroup.com



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