Bill McMorran, together with his business partner, Bill Altavilla, formed Green Oak Consulting Group (Green Oak) in 1986. Green Oak works with charitable organizations, individual donors and professional advisors on a consulting basis in order to promote, plan, establish and administer planned gifts i.e. charitable remainder trusts and charitable gift annuity contracts.
Prior to forming Green Oak, Bill was the National Coordinator for AARP’s Tax Aide and Health Advocacy programs in Washington, D.C. where he wrote several tax and financial guides for older people. He is actively involved in various associations and memberships dedicated to improving the quality of life for aging adults. A graduate of Princeton University and Princeton Theological Seminary, Bill lives with his family in Hollywood, California.
Q. What is it about you that people would be surprised to know?
A. I am an ordained Presbyterian minister who still performs weddings.
Q. How did you get to where you are today?
A. Circumstances in our lives can take us down unexpected paths. Growing up in Pittsburgh, I had a paper route which, looking back, wasn’t much different than what we do today. I was really drawn to older adult customers. I enjoyed interacting with them. Later on, as part of my seminary training, we were required to work at a church on the weekend. I didn’t have a car so I wasn’t able to get involved in local suburban church youth groups. Instead, I took the train to Philadelphia to serve an urban church. There were no kids, only angry older people who were forming the Gray Panthers, a grass roots group working on improving the lives of the elderly. Hello Gray Panthers, good-bye youth program! That led to my internship and then full time job with AARP. There I became the older adult tax and health policy expert that led eventually to my work with hospitals and retirement organizations in building planned giving programs.
Q. What do you like most about being an advisor?
A. I love interacting with my client organizations, their leadership, donors and staff in fulfilling their mission through planned gifts.
Q. How has Mid Atlantic helped you with your business?
A. You “get us”. You understand our business model/plan and your boutique operating style provides us with a variety of products and necessary support.
Q. What do you do in your downtime?
A. You can find me at the gym or music festivals like Coachella and Lollapalooza.
Spread the word about how eDelivery helps maximize efficiency. With eDelivery, your National Financial Services (“NFS”) customers are not only helping the environment with less paper clutter and use – they’re maximizing how efficiently they receive and access their account information and documents. To help you showcase the benefits of eDelivery, NFS has prepared a new video highlighting key advantages.