Green Oak works with charitable organizations, individual donors, and professional advisors on a consulting basis in promoting, planning and establishing planned gifts. We also work with organizations in developing planned giving programs and operational frameworks. This includes:
Providing planned gift administration is an adjunct to the initial promotion and planning process. Gift administration services were implemented in 1990. Green Oak currently administers over 150 charitable remainder trusts and 600 charitable gift annuity contracts. Among these contracts are the first CRUT that Green Oak established in 1990 and the initial gift annuity license that Green Oak obtained for a current client in 1992!
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