Trusted. Committed. Experienced. Count on Green Oak.

Mission statement

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. The IRS standard for planned gifts is “donative intent.” It is our standard as well. We believe that the donor’s goals and objectives are the most important part of the planned giving process.

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.

Count on Green Oak for the future of your planned giving program.