Insights

Philanthropy Focus Heaton Smith Group operates in the philanthropic fundraising services space with a donor-centered legacy planning approach, presenting a potential cross-sell opportunity to nonprofits seeking structured gift planning and estate program enhancements.

Donor Experience The company emphasizes a values-based methodology that captures donors' personal, financial, and philanthropic goals, suggesting openings to partner with nonprofits aiming to improve donor engagement and planned giving conversion rates.

Small to Mid-Size With a team size of 11-50 and revenue in the sub-$1M range, there may be scalable services or packages tailored for mid-market nonprofits needing cost-effective donor planning support.

Technology Stack Utilizes standard web and marketing tech (SEO plugins, reCAPTCHA, analytics and UI libraries), indicating opportunities to offer technology integrations, data capture improvements, or platform enhancements for nonprofit clients.

Market Positioning Competes in a landscape with large elite search firms; potential growth through partnerships or subscriptions with nonprofits and fundraising teams seeking specialized legacy and estate-planning guidance.

Heaton Smith Group Tech Stack

Heaton Smith Group uses 8 technology products and services including Twemoji, Marionette.js, jQuery Migrate, and more. Explore Heaton Smith Group's tech stack below.

  • Twemoji
    Font Scripts
  • Marionette.js
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • imagesLoaded
    Javascript Libraries
  • Priority Hints
    Performance
  • Yoast SEO
    Search Engines
  • X-XSS-Protection
    Security
  • OptinMonster plugin
    Web Platform Extensions

Heaton Smith Group's Email Address Formats

Heaton Smith Group uses at least 1 format(s):
Heaton Smith Group Email FormatsExamplePercentage
First@heatonsmithgroup.comJohn@heatonsmithgroup.com
100%

Frequently Asked Questions

What is Heaton Smith Group's phone number?

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You can contact Heaton Smith Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Heaton Smith Group's official website and social media links?

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Heaton Smith Group's official website is heatonsmithgroup.com and has social profiles on LinkedIn.

How much revenue does Heaton Smith Group generate?

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As of July 2026, Heaton Smith Group's annual revenue is estimated to be <$1M.

What is Heaton Smith Group's SIC code NAICS code?

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Heaton Smith Group's SIC code is 8399 - Social Services, Not Elsewhere Classified NAICS code is 8132 - Grantmaking and Giving Services.

How many employees does Heaton Smith Group have currently?

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As of July 2026, Heaton Smith Group has approximately 12 employees across 1 continents, including North America. Key team members include Managing Director, Australia: L. J.Senior Consulting Associate: D. M. B. C.Senior Consultant: E. S.. Explore Heaton Smith Group's employee directory with LeadIQ.

What industry does Heaton Smith Group belong to?

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Heaton Smith Group operates in the Philanthropic Fundraising Services industry.

What technology does Heaton Smith Group use?

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Heaton Smith Group's tech stack includes TwemojiMarionette.jsjQuery MigrateimagesLoadedPriority HintsYoast SEOX-XSS-ProtectionOptinMonster plugin.

What is Heaton Smith Group's email format?

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Heaton Smith Group's email format typically follows the pattern of First@heatonsmithgroup.com. Find more Heaton Smith Group email formats with LeadIQ.

When was Heaton Smith Group founded?

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Heaton Smith Group was founded in 2009.
Heaton Smith Group logo

Heaton Smith Group

Philanthropic Fundraising ServicesGeorgia, United States11-50 Employees

Based in Atlanta, Georgia, Heaton Smith Group provides philanthropic fundraising support focused on donor-centered legacy planning. The firm uses a values-based approach that helps donors articulate personal, financial, and philanthropic goals and translates them into clear, actionable plans. This process creates clarity for donors, strengthens the nonprofit-donor relationship, and often leads to a planned gift to the organization.

It operates within the philanthropic fundraising services sector, serving nonprofits seeking donor-centered legacy planning. Located in Atlanta and characterized as a mid-sized firm, it positions itself as a partner that guides both donors and nonprofits through estate-planning conversations.

Section iconCompany Overview

Phone number
SIC Code
8399 - Social Services, Not Elsewhere Classified
NAICS Code
8132 - Grantmaking and Giving Services
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • <$1M

    Heaton Smith Group's revenue is estimated to be in the range of <$1M

Section iconFunding & Financials

  • <$1M

    Heaton Smith Group's revenue is estimated to be in the range of <$1M

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