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Notes on Gift Planning
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About Us
Our Process
Our Clients
Meet the Team
Results
Contact Us
Notes on Gift Planning
Heaton Smith Group
Click here to read our latest publication of Heaton Smith: Notes on Gift Planning
Each electronic issue will feature an article from a leader in the field of philanthropy, along with examples of unique documented and naming gifts secured for Heaton Smith clients.
Read our previous publications below.
Download a PDF version here