Mike Bergen, left, is shown accepting the Community Foundation’s Philanthropic Partner Award, with Dan Stichter, finance chair. Photo from the Kosciusko County Community Foundation.

News Release

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

Stephanie Overbey, CEO at the Community Foundation, shared “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 noted that 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.

“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.