Fundraising Franklin TN

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Andy Claybrook
Fee-Only Financial Solutions, P.C.
(615) 595-1487
P.O. Box 680458
Franklin, TN
Expertises
Investment Advice without Ongoing Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, College/Education Planning, Advising Employee Benefit Plan Participants, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CMFC, CPA/PFS

Philip Watson
Philip M. Watson Financial Advisors
(615) 599-6996
367 Riverside Drive, Suite 104
Franklin, TN
Expertises
Tax Planning, Cash Flow/Budgets/Credit Issues, Estate & Generational Planning Issues, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Gary Bell
Ronald Blue & Co., LLC
(615) 373-2800
210 Westwood Place, Suite 110
Brentwood, TN
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MAcc

Melissa Hammel
Hammel Financial Advisory Group, LLC
(615) 371-5222
5123 Virginia Way, Suite B-13
Brentwood, TN
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Financial Psychology/Coaching, Advising Medical Professionals, Women's Financial Planning Issues, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

J. Mark Nickell
J. Mark Nickell & Co.
(615) 371-6622
104 East Park Drive, Suite 310
Brentwood, TN
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, High Net Worth Client Needs, Advising Medical Professionals, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CPA/PFS

Melvin Spain
Spain Wealth Management, LLC
(615) 794-7792
P.O. Box 322
Franklin, TN
Expertises
Tax Planning, Middle Income Client Needs, Ongoing Investment Management, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Sam Fawaz
Y.D. Financial Services, Inc.
(615) 395-2010
2550 Meridian Boulevard, Suite 200
Franklin, TN
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

Robert Bolen
Bolen|Dodson & Associates
(615) 242-3808
7003 Chadwick Drive
Brentwood, TN
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Sam Fawaz
Y.D. Financial Services, Inc.
(615) 395-2010
9005 Overlook Boulevard
Brentwood, TN
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

Troy Von Haefen
Von Haefen Financial Management
(615) 353-9646
710 Davidson Road
Nashville, TN
Expertises
Tax Planning, Advising Entrepreneurs, Professional Athletes or Entertainers, Middle Income Client Needs, Advising Employee Benefit Plan Participants, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

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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