Planned gift investment is a distinct and specialized skill. It requires an immediate obligation to the donor to secure timely and optimal payments, and a long-term obligation to charitable beneficiaries to ensure that the value of the original gift does not diminish over time. Green Oak has the experience and knowledge to fulfill both obligations.
We draw upon a team of experienced managers to provide investment services, coupled with clear investment policies and asset allocation strategies to meet specific needs. In addition, Green Oak provides independent quarterly performance evaluations and continuing communications with charitable trustees to ensure that your gift’s objectives are being met.