Make a Lasting Investment in both
our
Futures

With planned giving you can Enjoy significant tax savings while providing for a cause that's meaningful to you

Planned Giving

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Advisor Resources

ICR offers a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professionals. The GiftLaw services are made available to all advisors as a free service, and we stand ready to assist you in providing your clients with clear and understandable gift illustrations.

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