Kathryn Brown and Dennis Morton, Co-Founders and Senior Wealth Managers of Morton Brown Family Wealth, were recognized by the Lehigh Valley Community Foundation in its April 2026 Advisor Connection newsletter as part of the organization’s newly launched Professional Advisor Recognition Society (PARS).
The initiative was created to honor attorneys, accountants, financial planners, and wealth managers who help individuals and families incorporate charitable giving into their financial and legacy planning. Through these partnerships, advisors play an important role in helping clients align their values with long-term financial goals while creating meaningful impact throughout the Lehigh Valley.
According to the Community Foundation, PARS recognizes professionals who have guided clients through charitable planning strategies such as establishing charitable funds, supporting multi-generational philanthropy, and completing planned gifts that benefit the community for years to come.
“At Morton Brown, we believe financial planning is deeply personal,” said Katie Brown, who earned a designation of Chartered Advisor in Philanthropy® in 2023. “Charitable giving is often connected to the values, experiences, and legacy people want to leave behind. We’re grateful to partner with organizations like the Lehigh Valley Community Foundation to help clients turn those intentions into meaningful action.”
The Lehigh Valley Community Foundation shared that partnerships with professional advisors remain essential to helping donors approach philanthropy in a way that is both strategic and personal. Through PARS, recognized advisors will be acknowledged through Foundation events, publications, and ongoing community engagement opportunities.
“At its best, financial planning helps people use their resources in ways that reflect what matters most to them,” said Dennis Morton. “For many families, that includes creating a lasting impact through charitable giving. We are honored to be recognized alongside other professionals who help make that possible.”
Morton Brown Family Wealth is proud to support conversations that help individuals and families think intentionally about generosity, legacy, and the impact they hope to create within the communities they care about most. The firm also partners with the Lehigh Valley Community Foundation through the Morton Brown Fund, which supports charitable initiatives and nonprofit organizations making a meaningful difference throughout the Lehigh Valley.
Dennis Morton and Kathryn Brown received acknowledgement from the Lehigh Valley Community Foundation (LVCF) as members of its Professional Advisor Recognition Society (PARS), which honors professional advisors supporting philanthropy in the region. They were notified on December 9, 2025, and the recognition was presented on March 30, 2026. Eligibility and membership in PARS remain at the sole discretion of LVCF and include advisors who helped their clients establish charitable funds or complete planned gifts with LVCF. Selected members include advisors who guide clients in establishing a fund, working with multi-generational philanthropic families, or maintaining a fund of their own.
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