Based in Atlanta, Georgia, Heaton Smith offers full-scale legacy and charitable estate planning services to nonprofits seeking to enhance their planned giving programs. We work as a carve-out solution for large organizations, working with strategic donors. We function as a total gift planning outsource for small-to-medium sized organizations. We support planned giving staff in their important work. But what we really do is ask donors the right questions—guiding them toward making the most of their legacies through the gifts they give to heirs and charity.

Using a unique process that digs deeply into donors’ values, wants and needs with regard to family, financial and philanthropic goals, we help them determine what they want to accomplish with the whole of their estate. The outcome is a more informed donor with a greater sense of clarity and a stronger relationship with the nonprofit institution. A typical result is a substantial gift to the organization.

Give the gift of foresight to your donors. Trust Heaton Smith to help guide your legacy and charitable estate planning program and join the variety of nonprofits we’ve helped secure six and seven figure gifts.

Heaton Smith will never sell products to your donors, sell their names to any other institution or bill them for services.