Heaton Smith Group

We give you the critical tools you need to meet your blended and planned giving goals, regardless of your organization’s size. Forty percent of Heaton Smith’s clients have full-time gift planning staff, but if your organization wants to talk to donors about legacy goals and gifts but has opted to not hire a full-time planned giving officer, then a Heaton Smith partnership would help your organization thrive in the legacy planning area.

Service Region
Berkshires, Cape & Islands, Central, Greater Boston, Metrowest, Northeast, Pioneer Valley, Southeast
Core Competencies
Actionable Knowledge –coaching, training, mentoring A Proven Approach – Alignment in Best Practices – Generate Sustaining Gifts – Blended gifts, documented estate gifts Depth of Experience –
Discount for MNN Members:

Free 1-hour initial virtual, phone, or in-person consultation

Keywords
planned giving, gift planning, legacy giving, blended gifts, major gifts, charitable estate planning, consulting,