Company Email Format Management

Heaton Smith Group

Philanthropic Fundraising Services 1380 W Paces Ferry Rd Nw 10 employees

Employees: 10
Contacts: 4
Emails: 4
Phones: 3

heatonsmithgroup.com LinkedIn

Heaton Smith Group Overview

Headquarters: 1380 W Paces Ferry Rd Nw
Website: heatonsmithgroup.com
Industry: Philanthropic Fundraising Services
Employees: 10
Founded: 2009
Company Email: Available in AeroLeads
NAICS: Grantmaking and Giving Services

Grantmaking Foundations

Voluntary Health Organizations

Keywords

charitable estate planning legacy planning planned giving charitable lead trust charitable remainder trust

About Heaton Smith Group

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 Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 3; 75.0% coverage

Heaton Smith Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
John W. Dixon	Senior Consulting Associate at Heaton Smith Group	New Haven, Connecticut, United States	Email Phone
Aviva Boedecker	Charitable Gift Planning Consultant	Belvedere Tiburon, California, United States	Email
Philip Purcell	Expert in Philanthropy and Law of Nonprofit Organizations	Noblesville, Indiana, United States	Email Phone
Joe Beyel	Philanthropic Development, Community Improvement and Volunteerism. Experienced in All Facets of Private Fund Development	Loudon, Tennessee, United States	Email Phone