How We Do It
After engaging with the nonprofit client, the planning steps with donors include discovery, clarity and decisions.
Client Engagement
- Non-profit organization retains Heaton Smith
- Heaton Smith and client create best prospects list for values-based legacy planning process
- Heaton Smith reviews client’s gift acceptance policies
- VPs, MGOs and PGOs invite donors to a confidential introductory meeting
Donor Discovery
- Heaton Smith consultant meets with individual donors and details planning process
- Donors receive planning packet and complete one of three questionnaires
Donor Clarity
- Heaton Smith writes a Family Financial Philosophy which details donor’s legacy objectives based on completed questionnaires
- Donors provide existing documents and asset information to Heaton Smith
- Heaton Smith provides detailed recommendations which include spreadsheet and narrative
Donor Decisions
- Donor and Heaton Smith meet with estate planning attorney and other advisors
- Donors disclose revocable and irrevocable gifts at their discretion
