Alderfer Bergen & Company honored for philanthropic legacy

News Release

WARSAW — At their recent investment advisory committee meeting, Kosciusko County Community Foundation presented Alderfer Bergen & Company with the Philanthropic Partner Award.

Stephanie Overbey, CEO of the Community Foundation, said, “Their leadership is actively engaged in community service including membership on a variety of nonprofit boards and committees. The firm has had a representative on the Community Foundation’s finance and investment committee nearly every year since 2003.”

Overbey said the firm’s founders, Alan Alderfer and Michael Bergen, established the Kosciusko County Riley Fund and they have spearheaded fundraising for this endowment that helps local families with their travel expenses to and from Riley along with helping fund programs at Riley Children’s Hospital that are not covered by insurance.

To date, the fund has raised over $1.3 million and has issued over 3,600 grants for assistance to Kosciusko County families who have a child being treated at Riley Children’s Hospital, according to a news release from the Community Foundation.

“We applaud them for the numerous ways in which they have served the Community Foundation, how they have enabled many clients to accomplish their personal and charitable financial goals, and how they have helped seriously ill children receive the care they need,” said Overbey.

Alderfer Bergen & Company was founded in 1999. Today, the firm employs a team of 10, including four investment advisors with a collective 100 years of investment experience. The firm’s core values are leadership, client focus, integrity, teamwork and excellence, the release said.

Kosciusko County Community Foundation Inc. is a public charity whose mission is to bring caring people and charitable endeavors together to inspire generosity and strengthen communities. The Community Foundation grants over $4 million annually in the areas of education, health, arts and culture, recreation, civic projects, environment and human services. Gifts made to the Community Foundation are tax-deductible.

For more information, visit www.KCFoundation.org, call 574-267-1901 or visit 102 E. Market St., Warsaw.