Heaton Smith Group

Heaton Smith Group is a company based in Atlanta, Georgia, operating as a firm with 12 employees. This company specializes in supporting nonprofits through donor-centered legacy planning. Their comprehensive approach focuses on guiding donors through personalized planning, integrating their personal, financial, and philanthropic objectives. Heaton Smith Group's services aim to enhance clarity for donors, establish nonprofits as trusted resources in estate planning, and cultivate stronger relationships between nonprofits and their donors, ultimately encouraging planned gifts. Their values-based methodology differentiates Heaton Smith Group by emphasizing the unique perspectives and aspirations of each donor. Through personalized strategies, they strive to create meaningful legacy plans that align with the donor's wishes and contribute to the nonprofit's long-term success. Those interested in exploring Heaton Smith Group's offerings can visit their website at heatonsmithgroup.com.