Heaton Smith is the leader in documented and naming gifts in our space and has facilitated gifts that range from $50,000 to a minimum $10,000,000.  Sample documented gifts include bequest with revocable and irrevocable gifts agreements and inter vivos charitable lead and remainder trusts.


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Anne Arundel Medical Center, Annapolis, Maryland

Regional health system serving Maryland’s capital

Minimum $10,000,000 – combination inter vivos and bequest gift – signed gift agreement

 


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Baptist Medical Center Beaches, Ponte Vedra, Florida

Part of Baptist Health System, Jacksonville, Florida

Five-hospital system

Largest and leading healthcare provider in Northeast Florida

$2,000,000 naming gift– inter vivos charitable remainder unitrust – signed gift agreement


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Carroll Hospital Center, Westminster, Maryland

Full-service comprehensive healthcare facility

$500,000 –  bequest

$390,000 – charitable gift annuity


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Greenville Health System, Greenville, South Carolina

South Carolina’s largest healthcare system 

Home to the University of South Carolina School of Medicine, Greenville 

$2,500,000 Inter vivos CRUT – scholarship endowment

$1,000,000 bequest– scholarship endowment

$1,000,000 – inter vivos charitable lead trust – signed gift agreement

$1,000,000 – inter vivos charitable lead trust – gift to launch The Seed Fund for Advanced Pediatric Care – signed gift agreement

$250,000 – bequest – signed gift agreement


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Norton Healthcare System, Louisville, Kentucky

Five-hospital system

Region’s leading healthcare provider

$30,000,000 – Total for documented gifts facilitated by Heaton Smith.  Cumulative amount includes several naming gifts. Signed gift agreements for cumulative amount.


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Saint Thomas Rutherford Hospital,  Murfreesboro, Tennessee

Leading healthcare provider in Rutherford County

Part of Saint Thomas Health, Nashville

$500,000 bequest - signed gift agreement

$100,000 – inter vivos charitable remainder trust – signed gift agreement


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St. Joseph Health - St. Mary, Apple Valley, California

High Desert’s leading healthcare provider

Part of St. Joseph Health, Orange, California

$5,600,000 – Total for documented planned gifts facilitated by Heaton Smith.

Cumulative amount includes several naming gifts. Signed gift agreements for cumulative amount.