Planned Giving
CCS partners with Heaton Smith Group, a boutique values-based legacy and charitable estate planning consultancy based in Atlanta, Georgia. Heaton Smith's values-based, donor- centric model consistently secures six- and seven-figure gifts for clients. Large foundations use Heaton Smith as a carve-out strategy for strategic donors while small to medium-sized foundations use the firm as a total planned giving outsource. Their transparent reporting includes an aggregate of secured gifts, donors who join a client's legacy society, signed irrevocable estate pledges, and naming gifts. Values-based legacy planning translates personal values and priorities into estate planning.
