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Trusted. Committed. Experienced. Count on Green Oak.

 

Planned giving can protect a personal legacy and support the good work of a charity for the long term. For more than a decade, Green Oak Consulting Group has helped Charitable Organizations, Individual Donors and  Professional Advisors realize that potential. We believe that donors and the charities they support deserve the best service possible. You can count on Green Oak for that commitment.

 

We have practical experience combined with industry credentials, and a tight-knit team focused on client relationships. We have built our careers on a commitment to service.


Green Oak Consulting Group

    Northern California Office:

    2440 Professional Drive, Suite 200
    Roseville, CA 95661

    Marketing: Bill Altavilla
    916.918.0300
    800.832.2890
    waltavilla@greenoakconsulting.com

    Administration: Gabrielle Lund
    916.918.0304 Office
    916.765.7650 Mobile
    916.663.5658 Fax
    800.329.9409
    glund@greenoakadmin.com


    Southern California Office:

    5724 Green Oak
    Los Angeles, CA 90068
    Bill McMorran
    323.462.2823
    866.221.7643
    wmcmorran@greenoakconsulting.com

  

Our Commitment to Clients

-  Knowledgeable and trustworthy planned giving services

-  Comprehensive, soup-to-nuts services for an array of needs
 
-  An informed and experienced team

-  Long-term relationships based on personalized, timely and accurate services