Heaton Smith Group

Heaton Smith Group supports nonprofits by providing a donor-centered legacy planning experience. Through our comprehensive values-based methodology, we walk each participating donor through personalized planning that captures his or her personal, financial and philanthropic goals with simplicity. Our process creates clarity for the donor, positions the nonprofit organization as a leading resource in estate planning, further deepens the relationship between the nonprofit and donor, and often results in securing a planned gift from the donor to the nonprofit

Charitable estate planning,legacy planning,planned giving,charitable lead trust,and charitable remainder trust

Heaton smith group operates in the Philanthropic fundraising services industry.

Heaton smith group's revenue is 11m - 100m

Heaton smith group has 11 - 50 employees.