Count on Green Oak for the future of your planned giving program.
At Green Oak we believe that donors, and the charities that they believe in, deserve a committed and trusted partner to create and support meaningful planned gifts. We believe that the donor’s goals and objectives are the most important part of the planned giving process.
- Helps charities develop planned gifts
- Administers planned gifts
- Invests planned gifts
We are a close-knit team of professionals who have worked with each other and with many of our charitable clients for years. We believe that relationships and personal service make a critical difference in planned giving success.
Meet us, and let us demonstrate our commitment and values in person.