Heaton Smith Group

Philanthropic Fundraising Services • Atlanta, Georgia, United States • 1-10 Employees

Company overview

Headquarters	1380 W Paces Ferry Rd NW, Suite 1210, Atlanta, Georgia 30327, US
Phone number	+61280033202
Website	heatonsmithgroup.com
NAICS	8132
SIC	801
Keywords	Planned Giving, Legacy Planning, Charitable Estate Planning, Charitable Lead Trust, Charitable Remainder Trust
Founded	2009
Employees	1-10
Socials

Key Contact at Heaton Smith Group

Dave Smith

President

Heaton Smith Group Email Formats

Heaton Smith Group uses 2 email formats. The most common is {first initial} (e.g., j@heatonsmithgroup.com), used 85.7% of the time.

Format	Example	Percentage
{first initial}	j@heatonsmithgroup.com	85.7%
{first name}	john@heatonsmithgroup.com	14.3%

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 revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Philanthropic Fundraising Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Senior

Entry

Vice President

Employees by Department

Heaton Smith Group has 4 employees across 1 departments.

Departments

Number of employees

Funding Data

Heaton Smith Group has never raised funding before.

Heaton Smith Group Tech Stack

Discover the technologies and tools that power Heaton Smith Group's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

reCAPTCHA

Security

Ninja Forms

Form builders

Marionette.js

JavaScript frameworks

Underscore.js

JavaScript libraries

Slick

JavaScript libraries

PWA

Miscellaneous

jQuery UI

JavaScript libraries

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

MonsterInsights

Analytics

Frequently asked questions

Heaton Smith Group is located in Atlanta, Georgia, US.

You can reach Heaton Smith Group at +61280033202.

Heaton Smith Group was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

Heaton Smith Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Heaton Smith Group

Dave Smith

President

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