Heaton Smith is the leader in documented and naming gifts in our space and has facilitated gifts that range from $50,000 to a minimum $10,000,000. Sample documented gifts include bequest with revocable and irrevocable gifts agreements and inter vivos charitable lead and remainder trusts.
Anne Arundel Medical Center, Annapolis, Maryland
Regional health system serving Maryland’s capital
Minimum $10,000,000 – combination inter vivos and bequest gift – signed gift agreement
Baptist Medical Center Beaches, Ponte Vedra, Florida
Part of Baptist Health System, Jacksonville, Florida
Largest and leading healthcare provider in Northeast Florida
$2,000,000 naming gift– inter vivos charitable remainder unitrust – signed gift agreement
Carroll Hospital Center, Westminster, Maryland
Full-service comprehensive healthcare facility
$500,000 – bequest
$390,000 – charitable gift annuity
Greenville Health System, Greenville, South Carolina
South Carolina’s largest healthcare system
Home to the University of South Carolina School of Medicine, Greenville
$2,500,000 Inter vivos CRUT – scholarship endowment
$1,000,000 bequest– scholarship endowment
$1,000,000 – inter vivos charitable lead trust – signed gift agreement
$1,000,000 – inter vivos charitable lead trust – gift to launch The Seed Fund for Advanced Pediatric Care – signed gift agreement
$250,000 – bequest – signed gift agreement
Norton Healthcare System, Louisville, Kentucky
Region’s leading healthcare provider
$30,000,000 – Total for documented gifts facilitated by Heaton Smith. Cumulative amount includes several naming gifts. Signed gift agreements for cumulative amount.
Saint Thomas Rutherford Hospital, Murfreesboro, Tennessee
Leading healthcare provider in Rutherford County
Part of Saint Thomas Health, Nashville
$500,000 bequest - signed gift agreement
$100,000 – inter vivos charitable remainder trust – signed gift agreement
St. Joseph Health - St. Mary, Apple Valley, California
High Desert’s leading healthcare provider
Part of St. Joseph Health, Orange, California
$5,600,000 – Total for documented planned gifts facilitated by Heaton Smith.
Cumulative amount includes several naming gifts. Signed gift agreements for cumulative amount.