Fundraising Harrisonburg VA

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Lynn Diveley
Diveley Lind & Associates LLC
(540) 363-2275
PO Box 128
Ft. Defiance, VA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Norman J. Stern, CFP®
(540) 438-0547
305 Lucy Drive
Harrisonburg, VA
Firm
Stern & Heatwole Financial Group, PC
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Debt Management, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment 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. Andrew M. Huggins, CFP®
(540) 434-4956
4030 Quarles Ct
Harrisonburg, VA
Firm
Ameriprise Financial Services,

Data Provided By:
Mr. Daniel E. Grandstaff, CFP®
(540) 442-6005
333 Neff Ave
Harrisonburg, VA
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Planning, Retirement Income Management, Risk Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. William C. Loomis Iii, CFP®
(540) 434-2505
1954 Evelyn Byrd Avenue
Harrisonburg, VA
Firm
Loomis Wealth Management, LLC
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Dale Lam, CFP®
590 Neff Ave Ste 4000
Harrisonburg, VA
Firm
Strategent Financial, LLC

Data Provided By:
Mr. Stephan John Hess, CFP®
(540) 246-0122
560 Neff Ave Ste 600
Harrisonburg, VA
Firm
Commonwealth Financial Network
Areas of Specialization
Comprehensive Financial Planning, LGBT Individuals and Couples, Life Planning, Retirement Income Management, Retirement Planning, Social Security Planning, Special Needs Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Marshall F. Kiser, CFP®
(540) 434-9926
PO Box 1187
Harrisonburg, VA
Firm
Wells Fargo Advisors

Data Provided By:
James A Mumaw, CFP®
(540) 438-1723
4030 Quarles Ct
Harrisonburg, VA
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Investment Planning, Retirement Income Management, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Stephen M. Cavanaugh, CFP®
(540) 433-2796
205 S Liberty St
Harrisonburg, VA
Firm
LD&B Insurance
Areas of Specialization
Comprehensive Financial Planning, Socially Responsible Investments
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:
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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