David Smith
Glendale Memorial Health Foundation is pleased to welcome David Smith, President and CEO of Heaton Smith Group, LLC, to the staff as the new planned giving advisor.
Dave brings nearly fifteen years of experience in the nonprofit sector to his position. Prior to to his involvement with Glendale Memorial, he served as a Regional Vice President for Thompson & Associates.
Dave has worked with nonprofit institutions and their donors in the Southeast, Mid Atlantic, Northeast, Midwest and Pacific regions. He 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. This discovery process helps donors bring clarity to their overall vision, values and goals with regard to their personal, financial and philanthropic legacies. His work includes individuals and couples with modest means as well as high net-worth individuals and families with private foundations and family offices.
If you would like to discuss planned giving opportunities with Dave, please contact Glendale Memorial Health Foundation at (818) 502-2375.
