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Green Oak Consulting Group (Green Oak) is a professional team committed to long-term, quality relationships with charitable organizations, individual donors, trustees and older adult organizations. Green Oak, founded in 2003 with the principals working together since 1989, provides planned gift consulting, gift administration and risk management services to a variety of clients. Because of Green Oak’s service commitment, some current clients have been working with the firm since 1989.
Green Oak Consulting Group:
Northern California Office 2233 Watt Avenue, Suite 330 Sacramento, CA 95825 Marketing: Bill Altavilla 916.567.3117 • 800.832.2890 Administration: Patrick Zalasky 916.567.3120 • 800.329.9409
Southern California Office 5724 Green Oak Los Angeles, CA 90068 Bill McMorran 866.221.7643 • 323.428.2823
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