Heaton Smith Group

Heaton Smith Group, founded in 2009, offers a comprehensive values-based legacy planning experience to non-profit organizations. The company's donor-centered approach helps capture the personal, financial, and philanthropic goals of each donor, establishing clarity and solidifying the relationship between the donor and the non-profit organization. As a result, this often leads to securing a planned gift from the donor to the non-profit, ultimately resulting in a greater impact on the beneficiaries.

The company, headquartered in the United States, positions non-profit organizations as leading resources in estate planning through their personalized planning methodology. The emphasis on simplicity in capturing donor goals makes Heaton Smith Group a valuable partner for non-profits looking to increase their planned gifts, thus magnifying their impact on the communities they serve.

With no available data on the last investment or investors, Heaton Smith Group presents an opportunity for venture capitalists to explore a pioneering company that adds significant value to the non-profit sector, fostering further engagement and long-term financial sustainability.