Fundraising Jersey City NJ

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Robert Ince
Tribeca Financial Planning LLC
(212) 406-3616
79 Worth Street, 4F
New York, NY
Expertises
Cash Flow/Budgets/Credit Issues, Hourly Financial Planning Services, Ongoing Investment Management, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Bradley Rudman
Rudman Cannon Financial Advisors
(212) 461-2292
44 Wall Street, 12th Floor
New York, NY
Expertises
Advising Employee Benefit Plan Participants, Advising Medical Professionals, Tax Planning, Real Estate Investments, Ongoing Investment Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Gerard Barrasso
United Financial Planning Group, LLC
(631) 234-0871
5 Penn Plaza
New York, NY
Expertises
Tax Planning, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Planning Issues for Business Owners, Middle Income Client Needs, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Stacy Francis
Francis Financial
(212) 374-9008
111 John Street, Suite 240
New York, NY
Expertises
Financial Issues Between Generations, Ongoing Investment Management, Socially Responsible Investments, Divorce Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

Cary Carbonaro
Stonegate Wealth Management, LLC
(201) 791-0085
11 Penn Plaza
New York City, NY
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Darin Schnall
Schnall Advisory Services
(212) 967-6155
350 Fifth Avenue, Suite 3505
New York, NY
Expertises
Planning Concerns for Corporate Executives, Ongoing Investment Management, Retirement Plan Investment Advice, High Net Worth Client Needs, Hourly Financial Planning Services, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA, MBA

George Martin Poole
HFH Planning Inc
(212) 402-5444
75 Maiden Lane #605
New York, NY
Expertises
Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Investment Advice without Ongoing Management, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, RFC, ADPA

Judith Haselton
Harmony Financial Advisors, LLC
(212) 677-6100
60 East 8th Street, Suite 26E
New York, NY
Expertises
Women's Financial Planning Issues, Divorce Planning, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Socially Responsible Investments, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Cindy Sterling
Sterling Financial Planning
(212) 405-1616
215 Park Avenue South, Suite 1402
New York, NY
Expertises
Cash Flow/Budgets/Credit Issues, Charitable Giving - Trusts & Foundations, Newlyweds & Novice Investors, Planning Issues for Unmarried & Same-Sex Couples, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, ChFc, MS

Roman Franklin
Franklin Financial Planning, Inc.
(866) 653-9907
48 Wall Street (Financial District)
New York, NY
Expertises
Ongoing Investment Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Real Estate Investments, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, RFC

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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