Fundraising Ann Arbor MI

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Frank Moore
Vintage Financial Services, LLC
(734) 668-4040
101 N. Main Street, Suite 800
Ann Arbor, MI
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, College/Education Planning, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Todd Kephart
Retirement Income Solutions, Inc.
(734) 769-7727
455 E. Eisenhower Parkway, Suite 300
Ann Arbor, MI
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Advising Medical Professionals, Helping Clients Identify & Achieve Goals, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Savvas Giannakopoulos
Arbor Financial
(734) 761-6626
5340 Plymouth Road, Suite 102
Ann Arbor, MI
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, EA, MBA

Laurie Stegenga
Foresight Capital Management Advisors, Inc.
(734) 709-3771
7029 Noble Road
Saline, MI
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Advising Medical Professionals, High Net Worth Client Needs, Middle Income Client Needs, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, CPA, PFS

Wayne Titus
AMDG Financial
(734) 737-0855
684 Deer Street
Plymouth, MI
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Women's Financial Planning Issues, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, AIF, AIFA, CPA/PFS, CISA

Robert Oliver
Oliver Financial Planning, LLC
(734) 926-0022
1207 Packard Street, Suite S-1
Ann Arbor, MI
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, College/Education Planning, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA

Ronald Shaw
Shaw Financial Strategies, LLC
(734) 769-3927
3135 S. State Street, Suite 203
Ann Arbor, MI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Michael Rudy
Wolakota, LLC
(734) 480-6211
878 South Grove Road
Ypsilanti, MI
Expertises
Middle Income Client Needs, Newlyweds & Novice Investors, Planning Issues for Business Owners, Investment Advice without Ongoing Management, Hourly Financial Planning Services, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®, EA, MA

Sam Fawaz
Y.D. Financial Services, Inc.
(734) 447-5305
47969 Inveraray Road
Canton, MI
Expertises
Tax Planning, Divorce Planning, Planning Issues for Business Owners, College/Education Planning, Ongoing Investment Management, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, CPA, MST

George Papadopoulos
George Papadopoulos, CPA/PFS, CFP
(734) 929-6405
39555 Orchard Hill Place, Suite 600
Novi, MI
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Tax Planning, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Fundraising ideas

Looking for clever fundraising ideas? Here's one: The Smithtown Historical Society offers a fun spin on popular casino nights. The event's co-chair offers the secrets of the party's success.

For the past five years, on the first Saturday night in March, residents of Smithtown, New York, have enjoyed a dress-up night of "gambling" at the Society's "Naughty Night Out," a Roaring Twenties-themed fundraiser.

Naughty Night Out

"We came up with that idea because we wanted something a bit different than the usual Las Vegas and Monte Carlo nights," says 2006 event co-chair, Deanna Varricchio, Smithtown's receiver of taxes.

Each year, the event draws about 125 attendees and nets between $6,000 and $8,000, says Varricchio. The venue for the 2006 event was the Hyatt Regency Wind Watch, in Hauppauge.

Accent on Fun

One reason for the event's success, she says, is the contrast between the sedate nature of the Society's mission--to preserve the historical heritage of the Township and of Long Island--and the raucous, fun-filled frivolity of the evening's activities.

One of the biggest attractions was "In and Out of Jail," which involved "imprisoning" prominent members of the community in a "jail" built by a talented local contractor. (See photo above). "People could pay $5 to bail the prisoner out, or $5 to keep him or her in jail for a while longer." It's easy to figure out what most people chose to pay for, she jokes.

Gambling, of course, was the major money-maker of the evening. Classic Casino Productions, of Wantagh, which has run the event's casino operations from the beginning, provided card tables and a range of casino equipment, including a real slot machine donated by the company and auctioned off at the end of the evening.

For the $125 cost of admission, each attendee got $200 worth of play money, says Varricchio. Soon thereafter, people could buy $500 more play money for $20. And later in the evening, the same $20 bought $1,000 in play money.

"Bootleg beverages" were offered throughout the evening and the pacing of the food service was carefully planned, Varricchio notes. Guests arrived to hors d'oeuvres being passed, and platters of cheese, nuts, and fruit placed at stations around the room. At 9 p.m., a hot buffet was served. Seating was intentionally limited and tables were small. "The whole idea was to keep people gambling," she explains.

Naughty Night Out also featured a Chinese auction and a number of door prizes. "This event has become familiar to local merchants, who have been very generous in their support," she says, referring to the range of gift certificates, merchandise, and services donated to the organization--including a dinner cruise on one supporter's private yacht.

Costumes more popular each year

One trend Varricchio says she's noticed is that every year, more people arrive in full '20s regalia. "At first, the only people in costumes were those running the event," she recalls. "This year, about 75% of the women were in c...

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