Fundraising Appleton WI

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Kirt Rezek
Professional Financial Management
(920) 687-2600
200 West Elm Drive, Suite B
Little Chute, WI
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Financial Issues Between Generations, College/Education Planning, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Andrew Weyker, CFP®
(920) 731-0324
119 N McCarthy Rd Ste E
Appleton, WI
Firm
Ameriprise
Areas of Specialization
Comprehensive Financial Planning, Government and Military, Insurance Planning, Investment Management, Life Transitions, Long-Term Care, Retirement Planning

Data Provided By:
Mr. Jeffrey L. Bergsbaken, CFP®
(920) 628-3008
4321 N Ballard Rd
Appleton, WI
Firm
Thrivent Financial

Data Provided By:
Mr. Ryan Mark Paape, CFP®
(920) 628-3022
2000 E Milestone Dr
Appleton, WI
Firm
Thrivent Financial
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Jeffrey A Jahnke, CFP®
(920) 730-9620
3701 E. Evergreen
Appleton, WI
Firm
Executive Financial Services, LLC
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Patrick M. Minskey, CFP®
(920) 832-0744
W5669 County Road Kk
Appleton, WI
Firm
Edward Jones
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. C. Peter Kerntke, CFP®
(920) 733-3874
3701 E Evergreen Dr Ste 500A
Appleton, WI
Firm
Kerntke Otto McGlone Wealth Management Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mrs. Kris A. Bougie, CFP®
(920) 628-4564
2000 E Milestone Dr
Appleton, WI
Firm
Thrivent Financial for Lutherans
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning, Life Transitions, Long-Term Care
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Nathaniel G Gehring, CFP®
(920) 358-0150
3412 E Lexington Dr
Appleton, WI
Firm
KeatsConnelly
Areas of Specialization
Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Life Planning, Life Transitions, Planning for Couples
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Ms. Kay M. Knuth, CFP®
(920) 830-2077
101 W Edison Ave Ste 256
Appleton, WI
Firm
Knuth Financial Life Planning

Data Provided By:
Data Provided By:

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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