GIFT ADMINISTRATION


Gift Administration Services

It can be challenging to keep up with the laws affecting planned giving. Clients at the national, state and local levels rely on Green Oak Consulting Group to administer both individual gifts and entire development programs.

Charitable remainder trust

Charitable trusts can provide income and estate tax deductions and lifetime income to donors, but only if administered properly.

We provide trustee services, comprehensive record keeping, four-tier accounting, income distributions, annual reporting, tax return preparation and ongoing client communication. You can count on us to monitor the constantly changing tax environment and its effect on your trust.

Charitable gift annuity

We offer comprehensive, affordable gift annuity administration for your charitable organization, freeing you to concentrate on other tasks.

We tailor our services to your needs and act as a partner in your development program. Our clients trust us for timely and accurate distributions to income beneficiaries. As a result, their donors always receive the highest level of service – increasing donor loyalty and giving.

Services can be provided on a bundled or unbundled basis. For example, Green Oak can operate an entire program for a charity or simply prepare annual reports on a flat fee basis.

For charities based outside California: We are specialists in helping organizations from other states provide charitable gift annuities in California.

In coordination with CGA legal consultants, we can help you navigate the complex process; establish a cost-effective, segregated reserve account; and connect you with skilled investment managers familiar with the California Department of Insurance requirements.

Charitable lead trusts, donor advised funds and pooled income funds

We understand the unique needs of each charitable model. We can help you explore these charitable gift programs in detail, then implement and operate them for you.