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Trusted. Committed. Experienced. Count on Green Oak.
Knowledgeable and Trustworthy Planned Giving Services
Comprehensive, Soup-to-Nuts Services for an Array of Needs
Long-term Client Relationships Based on Personalized, Timely and Accurate Services
Specialized Services for Retirement Organizations

Tailored Solutions for Planned Giving

Consulting Services

Consulting Services

Green Oak works with charitable organizations to promote, plan, establish, administer and invest planned gifts…

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Individuals

Individuals

If you want to develop a charitable gift that will pay you lifetime income while making a significant contribution to your favorite charity or charities, Green Oak can help…

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Communities

Communities

There are many creative options and nuances in using planned giving techniques in a retirement community setting. The key to success is…

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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.

Green Oak

  • 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.