A SOLID PLAN FOR PLANNED GIVING
While most planned giving focuses primarily on the gift itself, we focus on something more important: the donor. Most are not prepared to deeply consider how their legacies will be expressed through gifts. Many don’t feel comfortable disclosing sensitive financial details or family specifics to the institutions they support. Heaton Smith serves as a third-party facilitator—a guide dedicated to helping donors ask the right questions and find the best answers for planning their legacy gifts. Our philosophy: Help the donor determine what’s important to them with regard to family, finance and philanthropy and show them recommendations to accomplish their goals.