As we approach the end of the year, I want to extend my sincere appreciation for your support. I began consulting full...
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New book: “Catholic school planned giving” released
Dr. Tad Dickel released his book Catholic school planned giving: Ensuring long-term sustainability through a legacy...

Thank you for a great 2020!
Despite challenges, I have a lot to be thankful for in 2020. Prior to the pandemic, most of my consulting work had...
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