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Family Philanthropy at Lehigh
We are excited to offer Lehigh’s many multi-generational families and others educational programs and activities that illuminate opportunities for meaningful family conversations about values, wealth, and philanthropy.

Resources & Events

To kick off the Family Philanthropy Initiative, Tom Rogerson, President and CEO of Gen Leg Co, Inc., presented valuable information and content to Lehigh’s many multi-generational families and others.

 Sharon and I attended a Lehigh program featuring Tom a few years ago and walked away with some great nuggets of wisdom. Tom has his own personal story along with so many other family stories-he offers a combination of practical tools and possible pitfalls. I highly recommend this informative program for all families. 

Maida Family

Please join us and our partners for a Family Legacy Workshop...Cultivating Skills for Legacy Planning

Tom Rogerson, CEO of GenLeg Co., and Cathy Rogerson, Director Leader and pioneer in family governance and legacy planning Hosted by: Cornerstone Advisors Asset Management, LLC, Lehigh Valley Community Foundation, Lehigh University Planned Giving and Family Philanthropy, & Norris McLaughlin, P.A.

Tuesday, April 23rd
  • 3:30 to 4:00 p.m. | Registration
  • 4:00 to 6:00 p.m. | Workshop
  • 6:00-7:00 | Reception with light hors d’oeuvres
  • Northampton Country Club (In-Person Event | No Zoom)
  • 5049 William Penn Highway, Easton, PA 18045
R.S.V.P to LVCF’s Registration Portal by April 14, 2024

Cost: $55 pp, includes Stratton Interpersonal Leadership Style Assessment
Complimentary participation for individuals under 40 years of age who accompany a family member.

The Rogersons will provide valuable insights into the dynamics of preparing heirs for successful legacies, fostering strong family relationships, and ensuring a positive impact across generations. Cathy will explain how to communicate within and between generations, a topic made timely by the great wealth transfer and surge in business successions.

Learn more by viewing the below videos and revisiting the Fall 2023 presentation!

Please Note: You will be asked to complete the Stratton Interpersonal Leadership Style Assessment in advance of the workshop. The online assessment takes about 10 minutes and should be completed by each individual attending the workshop. A link to the assessment will be sent directly to your email address by Tom & Cathy Rogerson. The assessment will NOT ask any financial information or anything that identifies the individuals but will be helpful to the presenters to be more specific in their comments to the audience without disclosing any identities.

SESSION 1—FAMILY AND PHILANTHROPY: GROWING A LASTING LEGACY—AN INTRODUCTION

Partnering with nationally-known family governance leader, Tom Rogerson, we shared tools for family communication, philanthropic vision, legacy planning, succession, and education. This was the first in a series of presentations as part of the Lehigh Family Philanthropy Initiative.


SESSION 2—FAMILY AND PHILANTHROPY: GROWING A LASTING LEGACY—EVERYONE HAS A ROLE

Nationally known expert Tom Rogerson joined us again with focus on finding opportunities and learning tools to strengthen family relationships. He included the following topics in his presentation: roles in the family; roles today for the next generation; presenting concerns; and how to maintain intentionality about building family.


SESSION 3—FAMILY AND PHILANTHROPY: GROWING A LASTING LEGACY—WHAT IS FAMILY SUCCESS?

Tom Rogerson, nationally known expert on family governance, joined us for a third time and incorporated these topics into his presentation:

  • How to cultivate family relationships and culture over the holidays.
  • What is the role philanthropy plays in family culture?
  • What is the family entrepreneurial mindset?
  • What is family success?

SESSION 4—In collaboration with: Lehigh Valley Community Foundation, Cornerstone Advisors Asset Management, LLC, and Norris McLaughlin, P.A.

Tom Rogerson introduced the concept of a ‘legacy family’ and the role that philanthropy, family meetings, and other deliberate interactions can play in building unity and legacy.


Family Activity

As a follow up to session one, Family and Philanthropy presentation, we are offering “Family Fun Work” activities Tom Rogerson uses with his private clients to strengthen family relationships and communications—which are the foundation to building trust and successfully managing wealth.

If you would like to learn more, please complete the short form. We would be delighted to share the information with you. You will receive a packet by email that includes several activities for you to review and share among your family. Enjoy the activities in any season!

Complete the Form
ABOUT TOM ROGERSON, PRESIDENT AND CEO OF GEN LEG CO, INC.

Tom is a much sought after international speaker on the topic of family governance, family education and family philanthropy for wealthy individuals, family offices and entrepreneurs. Prior to starting his private practice, Tom was with Wilmington Trust, bringing his wealth management expertise as both a speaker and motivator not only to families but to Wilmington’s client-facing teams. He helped Wilmington integrate Family Governance into the fabric of the client relationship, from introduction to full implementation. He created unique messaging utilizing both the Challenger Sale and the SPIN model to motivate prospects, centers of influence, clients, and internal teams towards his integrated approach in managing family wealth.

Previously, Tom was Managing Director of Family Wealth Services for BNY Mellon, National Director of Estate Tax Planning with State Street Global Advisors in Boston, and Director of Financial and Estate Tax Planning with Coopers and Lybrand. He holds a bachelor’s in Economics from Ithaca College.

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© Planned Giving Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.