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Heaton Smith Group Logo
Heaton Smith Group CB Rank
2438809
Heat Score
40
Heaton Smith Group is a consultancy that assists non-profit organizations in planning with respect to estate and gifts.
Founded
obfuscation
Private Atlanta, Georgia, United States1-10 heatonsmithgroup.com
Advice
Consulting
Overview

Heaton Smith Group
Heat Score
40

Growth Score
pts
in past quarter
Heat Score 40
-16 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Heaton Smith Group

CB Rank
2438809
Heaton Smith Group is a consultancy that assists non-profit organizations in planning with respect to estate and gifts.
Founded
obfuscation
Private Atlanta, Georgia, United States1-10 heatonsmithgroup.com
Advice
Consulting

Key People

Details

Legal Name Heaton Smith Group, LLC
Operating Status Active
Company Type For Profit
Phone Number +1-404.812.1722
Contact Email info@heatonsmithgroup.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Values-Based Legacy Planning
A consultancy service guiding nonprofits to develop donor-centric, structured estate and legacy gift plans based on donors' values and financial goals.
Charitable Gift Planning Consultation and Program Development
Consulting services to help nonprofits transition from traditional planned giving to a comprehensive charitable gift planning approach that includes current and deferred gifts.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 9

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

350

IT Spend

$71KThis year, Heaton Smith Group is projected to spend $71K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
OLED Display Logo
OLED Display
89
iPhone Logo
iPhone
80

Active Website Tech Count

3Heaton Smith Group is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, Euro, and  CommonCrawl Top 10m.
Sub-Organizations
Frequently Asked Questions

Where is Heaton Smith Group's headquarters? Heaton Smith Group is located in Atlanta, Georgia, United States.Who are Heaton Smith Group's competitors? Alternatives and possible competitors to Heaton Smith Group may include PlannedGiving.Com, Major & Planned Giving Development, and  Planned Giving Solutions.
Who We Are
What We Do
Helpful Links
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