Heaton Smith Group
- Planned giving
- 5-15 staff
- Atlanta, Georgia
- Founded 2009
11 clients on Form 990Giving Institute member
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About
Heaton Smith Group (formerly Heaton Smith Group, now heatonsmith.com) provides charitable gift planning strategy, community foundation development, legacy/estate gift counsel, and gift planning program audits for nonprofits, hospitals, and universities.
- Sectors served
- EducationHealthFaith-based
Named clients
- Clients on record
- 15
- 6 on Form 990
- 990 fees reported
- $414K
- across 11 engagements
- Typical fee
- $42K
- largest $75K
- Years on record
- 2017–2024
- from 990 filings
| Source | ||||
|---|---|---|---|---|
| Dominican Hospital FoundationSanta Cruz, CAConsultantForm 990 · 2024Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2024Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Consultant | $26,481 | |
| The Barack Obama FoundationChicago, ILFundraising consultantForm 990 · 2024Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2024Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Fundraising consultant | $43,500 | |
| Westchester Medical Center FoundationValhalla, NYGift planning program counselForm 990 · 2024Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2024Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Gift planning program counsel | $29,100 | |
| Westchester Medical Center FoundationValhalla, NYGift planning program counselForm 990 · 2023Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2023Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Gift planning program counsel | $41,700 | |
| Dominican Hospital FoundationSanta Cruz, CAConsultantForm 990 · 2022Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2022Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Consultant | $12,755 | |
| St. Mary's Medical Center FoundationSan Francisco, CAConsultingForm 990 · 2022Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2022Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Consulting | $18,000 | |
| The Stony Brook SchoolStony Brook, NYCampaign ConsultingForm 990 · 2022Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2022Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Campaign Consulting | $45,834 | |
| Westchester Medical Center FoundationValhalla, NYGift planning program counselForm 990 · 2022Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2022Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Gift planning program counsel | $46,200 | |
| The Stony Brook SchoolStony Brook, NYCampaign ConsultingForm 990 · 2021Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2021Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Campaign Consulting | $50,000 | |
| The Stony Brook SchoolStony Brook, NYCampaign ConsultingForm 990 · 2020Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2020Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Campaign Consulting | $25,000 |
Key staff
Dave Smith, CAP
President & Founder
Donna M. Bandelloni, CAP
Senior Consultant
Aviva Shiff Boedecker, JD
Senior Consultant
Arnaud Buttin
Consulting Associate
Joe Chickey
Senior Consultant
Phil Purcell, JD
Senior Consultant
Jennifer Smith Stitely
Senior Consultant
Peter Sommerfeld, CSPG
Senior Consultant
Bob Wilkens Jr.
Consulting Associate