About Heaton Smith is a unique legacy planning company headquartered in Atlanta, Georgia. The Company supports nonprofit institutions and a select group of their donors by offering full-scale legacy and charitable estate planning services that are both technically proficient and relationship based. Most nonprofits struggle to offer experienced gift planners who have both technical expertise and relationship-building skills. In addition, traditional gift planning usually focuses on the gift itself rather than on what the donor wants to accomplish with the whole of their estate. Development professionals often operate at a disadvantage when it comes to answering important donor questions: How does this gift to your nonprofit organization affect gifts to my heirs? Does this gift agree with and enhance my legacy and estate planning goals? How does this gift affect the whole of my estate? By providing a planning process for donors that addresses these and other important questions, Heaton Smith positions the nonprofit as a leading resource in legacy planning and impacts the eventual money the organization receives. Participating donors leave the Heaton Smith experience knowing they have clarity with regard to their legacy goals, they have made important decisions based on their values and legacy objectives, and they are ready for their counsel to review and implement particular strategies with confidence. The experience, which is a gift from the nonprofit organization, also serves to reinforce the relationship between a nonprofit institution and its donors. Heaton Smith will never sell any products to your donors, sell their name to any other institution or bill them for Heaton Smith services. Our monthly fee is the only way we are compensated and is based on the amount of time your consultant is onsite each month. Heaton Smith Group consistently secures six- and seven-figure gifts for its clients. Address: 1380 West Paces Ferry Road Suite 1100 Atlanta, Georgia 30327 Email: info@heatonsmithgroup.com A Heaton Smith Strategic Partner