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Legacy Planning
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Heaton Smith is a boutique legacy and charitable estate planning consultancy that consistently secures six- and seven-figure gifts for our nonprofit clients. Our values-based, donor-centric model builds a long-term stream of significant planned gifts for clients\' missions. Large foundations use Heaton Smith as a carve-out for strategic donors while small to medium-sized foundations use us as a total planned giving outsource. Heaton Smith\'s transparent reporting to clients includes an aggregate of secured gifts, donors who join a client\'s legacy society, signed irrevocable pledges, and naming gifts.

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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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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?

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

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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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