Event
AFP Piedmont, April Luncheon
Dave Smith, President and CEO of Heaton Smith Group, LLC in Atlanta will present 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 a language that they, the gift officer, the financial institution and others can understand. The discovery process helps donors bring clarity to their overall vision, values and goals with regard to their family, financial and philanthropic community. His work includes individuals and couples with modest means as well as high-net worth individuals and families with private foundations
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LocationThornblade Country Club (View)
1275 Thornblade Blvd.
Greer, SC 29650
United States
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