Wm. David Smith, CAP ®
President and CEO

Dave founded Heaton Smith Group, LLC in January 2009. He brings more than twenty years of experience in the nonprofit sector to our organization and has worked with nonprofit institutions and their donors in the Southeast, Mid Atlantic, Northeast, Midwest and Pacific regions, serving clients from a wide range of markets, including healthcare, arts and culture, religion and the independent school sectors.  Dave has helped secure more than one hundred and fifty million dollars for the philanthropic community.  His work includes individuals and couples with modest estates as well as high-net-worth individuals, couples and families with private foundations and family offices. 


  • Executive Director of an Atlanta inner-city community development corporation
  • Regional Marketing Director for a publicaly traded corporation located in Greenwich, Connecticut
  • Member, Board of Trustees of Heritage Preparatory School, Chair of the Development Committee, Atlanta
  • Member of the Boston-based Legacy Companies, Partnership for Philanthropic Planning, Georgia Planned Giving Council, and the Association for Healthcare Philanthropy (AHP)
  • Former member of the Board of Directors of Families First and the Collin-Graham Foundation
  • Board of Directors, The Giving Institute, Chicago
  • Committee Member, Resource Development and Marketing Committees, Giving USA Foundation, Chicago
  • Board of Directors, Giving USA Foundation, Chicago

A native of Kentucky, Dave graduated from the University of Kentucky with a B.S. in Psychology. He was selected for the 2001 Leadership Atlanta class and successfully completed the program in April 2002. Dave and his family reside in Atlanta and are active in their community.