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KLA Cadets Learn About Community Wealth And Legacy

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The Kosciusko Leadership Academy (KLA) continued its 2025 session with a presentation on foundations and philanthropy, featuring leaders from three of the county’s cornerstone financial and charitable institutions: Kosciusko County Community Foundation (KCCF), K21 Health Foundation and Lake City Bank.
Cadets heard from Stephanie Overbey, CEO of the Kosciusko County Community Foundation; Rich Haddad, president and CEO of the K21 Health Foundation; and Lily Dailey, wealth advisor with Lake City Bank. Together, they offered an in-depth look at how philanthropy, charitable giving and estate planning work together to create lasting impact in Kosciusko County.
The presentations highlighted the distinct yet complementary roles each organization plays in supporting local needs and ensuring long-term community health, according to a news release from KLA.
• KCCF shared how it brings caring people and charitable endeavors together to inspire generosity and strengthen communities. With more than 560 component funds and nearly $100 million in assets, KCCF serves as a hub for local giving — connecting donors with causes and awarding millions in grants and scholarships annually.
• K21 emphasized its mission to ensure health care services are provided and to advance prevention and healthy living for Kosciusko County residents. Haddad discussed K21’s focus on four key pillars: community culture and wellbeing, direct services and prevention, health access and opportunity, and youth development and activity.
• Lake City Bank provided insight into the role of a corporate trustee in estate planning. Dailey explained how banks can manage trusts, preserve family legacies and help donors establish charitable endowments that continue to give for generations.
The session also explored real-world examples of generosity, from local donors who established funds through KCCF and K21 to the story of “Betty,” a Leesburg resident whose estate, managed by Lake City Bank, continues to benefit several community organizations through an endowment at KCCF.
This session is part of KLA’s ongoing mission to prepare emerging leaders by exposing them to key sectors that shape the county’s growth.
The next KLA session will be a White Paper Roundup session. That program is scheduled for Tuesday, Oct. 21, and will be held at Ivy Tech Community College.