Our Process The Heaton Smith approach is simple, effective and straightforward. How We Do It After engaging with the nonprofit client, the planning steps with donors include discovery, clarity and decisions. 1. 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. 2. Donor Discovery Heaton Smith consultant meets with individual donors and details planning process. Donors receive planning packet and complete one of three questionnaires. 3. 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. 4. Donor Decisions Donor and Heaton Smith meet with estate planning attorney and other advisors. Donors disclose revocable and irrevocable gifts at their discretion. Articles Video Address: 1380 West Paces Ferry Road Suite 1100 Atlanta, Georgia 30327 Email: info@heatonsmithgroup.com A Heaton Smith Strategic Partner