Heaton Smith Group is pleased to announce its newest clients,


Catholic Community Foundation

Cleveland, Ohio


The Catholic Community Foundation supports the mission of the Diocese of Cleveland to provide for the spiritual, educational and charitable needs of people throughout Northeast Ohio. Since its inception in 2000, the Foundation has raised more than $230 million to support our seminarians in their priestly formation, provide financial assistance to Catholic school students, and offer social services to our neighbors in need.


Catholic Charities

Washington, DC


Catholic Charities is the social ministry outreach of the Archdiocese of Washington.  Motivated by the Gospel Message of Jesus Christ, and guided by Catholic social and moral teaching, Catholic Charities strengthens lives of all in need by giving help that empowers and hope that lasts.  Their work helps people develop the skills and strength to move from crisis or isolation to stability and growth through comprehensive, integrated and culturally competent services.  To that end, the ministry affirms and supports the dignity of all human life, strengthens families, and serves the poor and most vulnerable; especially the homeless, at-risk immigrant newcomers, and persons with mental and developmental disabilities. 

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