Episode Title: Gift Planning vs. Planned Giving: Shifting from Transactions to Transformations with Dave Smith of Heaton Smith Group

In this episode of The Nonprofit Edge, host Chris Looney sits down with Dave Smith, President and CEO of the Heaton Smith Group, to unpack the critical difference between planned gifts and gift planning. While many organizations focus on securing specific instruments like bequests or trusts, Dave explains why the real opportunity lies in gift planning—a donor-centered process that aligns philanthropic intent with financial and estate goals.

Listeners will learn how to move beyond transactional fundraising to build deeper, values-driven relationships that result in more meaningful and sustainable support. Dave shares practical strategies for starting the conversation, integrating planned giving into your overall development approach, and cultivating legacy donors who give with both purpose and confidence.

If your nonprofit wants to strengthen long-term donor relationships and unlock transformational gifts, this episode offers insights you can immediately apply.