Thorough. Accurate. Diligent. Count on Green Oak.

Services for charities

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

On a consulting basis, we are available to develop your planned giving program from the foundation up, including board education, marketing, staff and donor support, planned gift proposals, and charitable gift annuity licensing.

As gift administrators, we provide personalized support to our client charities and their donors. We currently administer more than 150 charitable remainder trusts and 600 charitable gift annuity

Our team is committed to understanding and tailoring services to each client’s needs. As a result, we have a proud track record of client loyalty and satisfaction.