Author Archives: Dave Smith

Donor Data Suggests Planned Giving Readiness

While charitable giving continues to recover from its drastic lows in 2009, current donors still express caution about giving away as much of their discretionary income compared to pre-2007 levels. Presented with this challenge for capturing immediate dollars, many fundraisers … Continue reading

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The Wade Mounz Legacy Society – A NACHRI Impact Award Finalist

Kosair Children’s Hospital, which is part of Norton Healthcare System, is located in Louisville, Kentucky. It has been my honor to work with Lynnie Meyer, the foundation’s chief development officer, and the whole of the staff in the legacy and … Continue reading

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Remembering Scott Fithian – The Father of Values-Based Estate Planning

Prospective Heaton Smith clients often ask me:  what is the genesis of your model?  The story begins with a financial advisor, businessman, and author named Scott Fithian, who founded the Boston-based Legacy Companies. In 1991, Scott was consulting with several … Continue reading

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Our Newest Client, Saint Joseph Health System

Saint Joseph Health System (SJHS) is a faith-based healthcare ministry based in Lexington, Kentucky with 1012 licensed beds, approximately 5,000 employees, and serves more than 600,000 patients yearly. SJHS provides state-of-the-art care through the latest medical technology. The heart of … Continue reading

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Sometimes Timing Really Is Everything

A few years ago when I started work with Community Health Network Foundation (CHNF) in Indianapolis, a foundation staff member introduced me to a former board member and long-time donor.  The donor about whom I write has served as their … Continue reading

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Legacy Planning – It’s Personal

Many gift planning professionals prefer the technical aspects of their work while others are partial to the relationship component of gift planning. Both are necessary for a gift planning professional to effectively execute his or her work.  Personally, I prefer … Continue reading

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Our Newest Client, Saint Thomas Health Services

Saint Thomas Health Services (STHS) is a faith-based healthcare ministry with more than 1500 beds and 6,500 associates serving Middle Tennessee. The system is comprised of four hospitals – Baptist and Saint Thomas Hospitals located in Nashville, Middle Tennessee Medical … Continue reading

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Home of the Innocents

Home of the Innocents Home of the Innocents has been our region’s open arms to kids in crisis since 1880. The Home provides loving, therapeutic care to children who are victims of abuse, abandonment and neglect, as well as loving … Continue reading

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