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

    Bill Altavilla
    Planned Giving Consulting & Marketing



    916.749.1242 Fax   


    CA Insurance License: 0A33008

    Kathy Learned

    Manager of Administration

    916.918.0302 Office



    Jill Valdez, CPA   

    Manager of Trust Administration

    916.918.0304 Office



    Southern California Office:

    Meeting Location:

    5724 Green Oak
    Los Angeles, CA 90068

    Bill McMorran


    323.957.9483 Fax                   

    CA Insurance License: 0714393

    Office of Supervisory Jurisdiction:

    Mid Atlantic Capital Corporation

    180 Promenade Circle, Ste. 200

    Sacramento, CA 95834


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

Sponsor of: