“Al has become my go-to guy for sage advice delivered with kindness and humor. Last year, we bolstered ‘all things’ planned giving, and we couldn’t have done it without him! Recently, a donor approached a board member by surprise about establishing a large estate bequest. With our newly completed planned giving guidelines in hand, the board member felt comfortable and confident during this meeting. Al guided us through the process, and we ended up right where we needed to be.”

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