Group Distributing Items

Planned Gift Administration

Green Oak consults closely with charitable organizations for planned gift development. We nurture, establish, administer, and invest planned gifts. We can assist in all aspects of your planned giving program. This planning includes:

  • Board Education
  • Marketing
  • Staff & Donor Support
  • Planned Gift Proposals
  • Charitable Gift Administration

Customized to Your Needs

As gift administrators, we provide personalized support to our client charities and their donors. We currently administer over 150 charitable remainder trusts and 600 charitable gift annuity contracts.

When used effectively, consulting services can save a charity both time and money. Green Oak Consulting Group has more than 35 years of consulting experience with multi-network and stand-alone charities at the local, state, regional, and national levels.

We never rely on standardized formulas. We evaluate the mission, focus, and gift capacity of each charity to develop a custom planned giving strategy.

Our services include:

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  • Audits of Planned Giving Programs
  • Interim Planned Giving Program Management 
  • Planned Giving Counsel for Capital Campaign Operations
  • Technical and Mentoring Assistance
  • Board Retreats and Ongoing Education
  • Charitable Gift Licensing and Reporting for All 50 States
  • Serve as a Continuing Part of your Fund Development Team Acting as a Part-Time Staff Member

Gift Administration Services

Our gift administration services focus on the crucial aspects of planned giving development. Our comprehensive processes ensure that we provide the right solution for you.

Charitable Remainder Trust

Charitable trusts can provide income and estate tax deductions and lifetime income to donors, but only if administered properly. We provide trustee services, comprehensive record keeping, four-tier accounting, income distributions, annual reporting, tax return preparation, and ongoing client communication. You can count on us to monitor the continually changing tax environment and its effect on your trust.

Charitable Gift Annuity

We offer comprehensive, affordable gift annuity administration for your charitable organization, freeing you to concentrate on other tasks. We tailor our services to your needs and act as a partner in your development program. Our clients trust us for timely and accurate distributions as well as timely tax forms to income beneficiaries. As a result, their donors always receive the highest level of service - increasing donor loyalty and giving.

We provide services on a bundled or unbundled basis. For example, Green Oak can operate an entire program for a charity or simply prepare annual reports on a flat fee basis.

Gift Annuities California

We are specialists in helping organizations from other states provide charitable gift annuities in California. In coordination with CGA legal consultants, we can help you navigate the complex process and establish a cost-effective, segregated reserve account. We can also connect you with skilled investment managers familiar with the California Department of Insurance requirements.

Charitable Lead Trusts, Donor
Advised Funds & Pooled Income Funds

We understand the unique needs of each charitable model. We can help you explore these charitable gift programs in detail, then implement and operate them for you.