Knowledgeable & Trustworthy

Planned Giving Services

Specialized Services for Retirement


Long-Term Client Relationships Based on Personalized, Timely and Accurate Services

Trusted, Committed,


TRUSTED Planned Giving

Green Oak is committed to the future of your planned giving program. Donors and the charities they support, deserve a trusted partner to create and manage meaningful planned gifting services. The donor's goals and objectives, as well as the mission of our clients, is always Green Oak’s primary consideration in the planned giving process.

Leading Age Business Associate The Giving Institute

Dedicated to You

Green Oak is a close-knit team of professionals. We have worked with each other and many of our charitable clients for years. We believe that relationships and personal service make a critical difference in the success of planned giving. We dedicate ourselves to the following services for our clients:

Let us demonstrate our commitment and values in person. Meet with us today, and you'll see why we're the administrators of choice for planned giving.

Investment Services

Planned gift investment requires an immediate obligation to the donor to secure timely and optimal payments. It also needs a long-term commitment to the charitable organization to ensure the value of the original gift. Green Oak has the experience and knowledge to fulfill all responsibilities associated with planned giving, from consulting to administration and investment.

Our experienced managers provide investment services, clear investment policies, and asset allocation strategies to meet specific needs. Green Oak also provides independent quarterly performance evaluations and continuing communications with charitable trustees to ensure we meet your gift objectives.

  • Securities offered through NewEdge Securities, Inc., member FINRA/SIPC. Green Oak is not a registered entity or subsiadiary or control affiliate of NewEdge Securities Inc.
  • Investment advisory services provided by NewEdge Advisors, LLC doing business as Green Oak as a registered investment adviser. Green Oak is not a registered entity or a subsidiary, or a control affiliate of NewEdge Advisors, LLC.
  • Investment advisory services are provided by NewEdge Advisors, LLC doing business as Green Oak as a registered investment adviser. Securities offered through NewEdge Securities Inc., Member FINRA/SIPC. NewEdge Advisors, LLC, and NewEdge Securities Inc. are wholly owned subsidiaries of NewEdge Capital Groupd, LLC.
  • Check the background of this investment professional on FINRA's Broker Check:


We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Contact Green Oak
Consulting Group

(916) 924-5350

Service Area

Green Oak Consulting Group