Fundraising Cleveland TN

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Don VanLandingham
Guardian Wealth Management Inc.
(423) 510-0409
6151 Shallowford Road, Suite 102
Chattanooga, TN
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Mr. Wesley Philip Robbins, CFP®
(423) 478-3872
620 Church St NE
Cleveland, TN
Firm
Landmark Insurance & Brokerage Corp.
Areas of Specialization
Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Real Estate, Retirement Income Management, Retirement Planning, Small Business Planning

Data Provided By:
Jeff Scotchie, CFP®
6111 Shallowford Rd Ste 101
Chattanooga, TN
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Insurance Planning, Investment Planning, Retirement Planning, Young Professionals
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Service Professionals

Data Provided By:
Dr. Jeffrey P. Davenport, CFP®
7833 Legacy Park Court
Chattanooga, TN
Firm
Davenport PA

Data Provided By:
Mr. I. Alan Johnston, CFP®
(423) 648-4400
1210 Premier Dr
Chattanooga, TN
Firm
Ameriprise Financial

Data Provided By:
Jim Tarvin
Guardian Wealth Management Inc.
(423) 510-0409
6151 Shallowford Road, Suite 102
Chattanooga, TN
Expertises
Ongoing Investment Management, Advising Employee Benefit Plan Participants, Financial Issues Between Generations, Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®

Mr. Thomas W. Thomas, CFP®
(800) 723-1666
4363 Ocoee St N
Cleveland, TN
Firm
Raymond James Financial Serv
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Medical/Dental Professionals

Data Provided By:
Mr. William D. Stuart, CFP®
(423) 648-4400
1210 Premier Dr
Chattanooga, TN
Firm
Ameriprise Financial

Data Provided By:
Mr. Bryan Craig Kelly, CFP®
(423) 386-5751
7047 Lee Hwy Ste 309
Chattanooga, TN
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Jody B. Riggs, CFP®
(423) 648-0782
1206 Pointe Centre Dr.
Chattanooga, TN
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management, Social Security Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



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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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