Event

AFP Luncheon

Dave Smith, President and CEO of Heaton Smith Group, LLC in Atlanta on Philanthropy and Your Legacy. Dave has served clients representing a wide range of nonprofit institutions including healthcare, arts and culture, religion and independent school sectors. Dave works extensively with individuals, couples and families to help them determine and articulate their legacy and estate planning objectives in accessible language. This discovery process helps donors bring clarity to their overall vision, values and goals with regard to their family, financial and philanthropic legacies. Through his work, Dave has helped secure more than one hundred million dollars for the philanthropic community. His work includes individuals and couples with modest means as well as high-net-worth individuals and families with private foundations and family offices.