President and CEO, Heaton Smith Group, LLC
Dave founded Heaton Smith Group, LLC in February 2009. With nearly 25 years of experience in the nonprofit sector, he has served clients from a wide range of sub-sectors, which include healthcare, academic medicine, higher education, arts and culture, religion, and independent schools—and one Texas-based presidential library and think tank. Dave's work includes donors with modest estates as well as high-net-worth individuals and those with private foundations and family offices.
Passionate about gift documentation, Dave has led his firm to become the leader in blended and documented estate gifts in the legacy and charitable estate planning space for an average gift of $515,000. Dave serves on the boards of The Giving Institute and Giving USA Foundation. He is a member of the Foundation's Resource Development Committee and its Special Planned Giving Research Project Committee. In addition, Dave serves on the Association for Healthcare Philanthropy Affiliate Advisory Council and its Sub-Committee for Statement of Standards & Code of Ethics.