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PlanDynamic ➤ Fee-Only CFP®
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Who We Serve
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About
Contact
PlanDynamic ➤ Fee-Only CFP®
Home
Who We Serve
Planning
Portfolios
Pricing
Client Tools
Insights
About
Contact
Home
Who We Serve
Planning
Portfolios
Pricing
Client Tools
Insights
About
Contact
 
 

Insights.

 
 
 
 
 
 
 
 
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Philanthropy Evolved: Private Foundations
Philanthropy, Tax Planning Glenn Brown 7/16/18 Philanthropy, Tax Planning Glenn Brown 7/16/18

Philanthropy Evolved: Private Foundations

Like being philanthropic? Who doesn’t. What happens when your gifting becomes large enough to set your own terms? An introduction to private foundations.

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945 Concord Street
Framingham, MA 01701
508.834.7733

ABOUT

PlanDynamic, LLC is a Registered Investment Advisor and fee-only fiduciary. A personal Certified Financial Planner™ leverages interactive technology and dynamically managed portfolios to help clients with planning and investing, so they can balance kids, aging parents and financial independence. 

Founder Glenn Brown is a member of:

 
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