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Morton Brown Family Wealth Fund

Donor-Advised Fund

The Morton Brown Family Wealth Fund

This fund was established in 2018 by the founders of Morton Brown Family Wealth as a way for the firm to give back to the community in meaningful and intentional way. The fund provides grants to charitable programs as recommended by the company.

Founded by Dennis Morton Jr., CFP®, ChFC® and Kathryn M. Brown, CFP®, ChFC®, Morton Brown Family Wealth serves high-net-worth individuals and families, small business owners and professionals who recognize that growing, achieving, and maintaining wealth is a guided and ongoing process. The firm provides financial planning and investment services including retirement, education, insurance, and estate planning as well as portfolio and wealth management. Their expertise is particularly valuable to families and those who wish to be intentional with their wealth, directing it toward a thoughtful purpose on behalf of their family, their community, or the world.

Dennis and Katie are passionate leaders and volunteers in their community. They are actively involved in organizations that benefit Lehigh Valley residents in the areas of healthcare, education, leadership development, and more. Dennis and Katie welcome the input of the entire Morton Brown Family Wealth team as to the fund’s use in supporting causes that benefit the region and quality of life for all.

Gifts to the Fund can be made by submitting a check, payable to The Morton Brown Family Wealth Fund, to the Lehigh Valley Community Foundation, 840 W. Hamilton Street, Suite 310, Allentown, PA 18101.  Gifts can also be made via credit card by clicking the link below. 

Make a gift to The Morton Brown Family Wealth Fund

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