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. Partnering with leading experts, we will share tools for family communication, philanthropic vision, legacy planning, succession, and education.
How It Works
Throughout the year, we will collaborate with leading experts to bring relevant content to Lehigh’s many multi-generational families and others. In this our first year, we are focused on the role philanthropy can play in strengthening families.
To kick off the Family and 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.”
James Maida '85 '17P '19P
James is a member of the Lehigh University Board of Trustees
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.
May 4, 2021—Family and Philanthropy: Growing a Lasting Legacy Presentation—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.View Presentation
June 2021—Family and Philanthropy: Summer Family Fun Work—Activities to strengthen family relationships and communications
As a follow up to the May 4 Family and Philanthropy presentation, we are offering “Summer 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!
Gifts That Pay
Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options. Fill out a brief form to download your FREE copy of the guide Plan for Retirement With a Deferred Gift Annuity.Download and View Your Guide
Personal Estate Planning Kit
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We look forward to welcoming Tom Rogerson back soon. Details on the next workshop will be forthcoming.
Have a question or comment? Please let us know