Heaton Smith Group
Philanthropic Fundraising ServicesView the employees at
Heaton Smith Group-
Donna M. Bandelloni CAP® Advancing Gift Planning Programs for Nonprofits through Counsel and Mentorship
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Raleigh-Durham-Chapel Hill Area
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Top 1%
Dave Smith, CAP ® President & CEO, Heaton Smith Group, LLC-
Atlanta, Georgia, United States
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Rising Star
Aviva Boedecker Charitable Gift Planning Consultant-
Belvedere Tiburon, California, United States
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Rising Star
Pete Congleton Philanthropic Consultant-
West Springfield, Massachusetts, United States
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Rising Star
Joe Beyel Philanthropic Development, Community Improvement and Volunteerism. Experienced in All Facets of Private Fund Development-
Loudon, Tennessee, United States
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Rising Star
Overview
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.
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