Charitable Remainder Trust
Charitable trusts must be administered properly to make certain they provide all the benefits for which they were designed: Income and Estate tax deductions and lifetime income to donors. Green Oak provides comprehensive record keeping, four-tier accounting, income distributions, annual reporting, tax return preparation and ongoing client communication. We monitor the constantly changing tax environment and its effect on your trust.
Charitable Gift Annuity
Green Oak offers worry-free, affordable gift annuity administration for your charitable organization.
Green Oak can be relied upon for timely and accurate distributions to income beneficiaries. By using our comprehensive services, your gift annuity program will be administered entirely by us, allowing you to concentrate on your most pressing tasks.
Green Oak tailors our service to meet your needs and act as an efficient partner in your development program. Your donors will be encouraged to increase their gifts thanks to your timely distributions and their receipt of tax statements on-time.
Courteous, timely, and accurate service is our only priority.
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