Heaton Smith Group

Non-Profit - N/A, , US

Heaton Smith Group Employees
Joe Beyel

Senior Consulting Associate

Contact Joe Beyel

Donna Bandelloni

Senior Charitable Giving Consultant

Contact Donna Bandelloni

Dave Smith

President

Contact Dave Smith

John Dixon

Senior Consulting Associate

Contact John Dixon

Pete Congleton

Senior Consulting Associate

Contact Pete Congleton

Donna Cap

Senior Consulting Associate

Contact Donna Cap

Contact All Heaton Smith Group Employees
Heaton Smith Group Details

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.

Heaton Smith Group logo, Heaton Smith Group contact details
Employees: 5 - 9
HQ: 404-812-1722
Location: N/A, , US
Revenue: Not Available
Non-Profit Philanthropy
Heaton Smith Group Technologies
Domain Name Services

Route 53

CMS

WordPress.org

Fonts

Google Font API

Hosting

Flywheel

Other

Mobile Friendly

View All Technologies Used At Heaton Smith Group
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