Skip to content

Services for Individual Donors

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 you understand your choices. We will work with you, your advisors and the charities you want to support to create the right strategy.

We currently serve as gift administrators for over 150 charitable remainder trusts and 600 charitable gift annuity contracts, providing personalized support to donors and their charities. As investment managers, we can create and/or manage an optimal portfolio for your gift investment, directly or in recommendations to your own financial advisors.

If you want to retain optimal control by acting as the trustee, Green Oak provides an array of unbundled services to help you administer your gift program. We can also serve as a successor trustee so that if you are ever unable to act, you can be confident that your intent will be honored.

View a Sample Planned Giving Strategy (PDF)

View a Sample Planned Giving Strategy (DOCX)