Fundraising Mcallen TX

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Ruth Evans
Evans Financial Planning Inc.
(956) 519-8524
620 East Sandyhills Ave.
McAllen, TX
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Advising Medical Professionals, High Net Worth Client Needs, Hourly Financial Planning Services, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. David D. Barnes, CFP®
(956) 687-7902
701 E Esperanza Ave
McAllen, TX
Firm
Ameriprise Financial Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Ms. Ruth Ann Evans, CFP®
(956) 519-8524
620 East Sandyhills Ave.
McAllen, TX
Firm
Evans Financial Planning, Inc.
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Medical/Dental Professionals

Data Provided By:
Mr. William F. Martin, CFP®
(956) 683-9158
7000 N 10th St # C2
McAllen, TX
Firm
Morgan Stanley Wealth Management

Data Provided By:
Ms. Katrina F. Dennis, CFP®
(956) 668-0701
5407 N McColl Rd
McAllen, TX
Firm
Ameriprise Financial Advisors,
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, Investment Management, Long-Term Care, Women's Finances
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Arthur J. Hughes, CFP®
(956) 687-7902
701 E Esperanza Ave
McAllen, TX
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. James S. Garcia, CFP®
(956) 682-4744
1712 Hibiscus
McAllen, TX
Firm
James Garcia Financial
Areas of Specialization
Asset Allocation, General Financial Planning, Insurance Planning, Investment Management, Retirement Income Management, Risk Management, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Mr. Walter James Reyna, CFP®
(956) 682-4196
5315 N. McColl
McAllen, TX
Firm
Walter J Reyna Inc
Areas of Specialization
Securities
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Patrick John Lyons, CFP®
(806) 786-6932
2109 Jefferson Ave
McAllen, TX
Firm
Peak Valuation & Financial Planning, LLC
Areas of Specialization
Comprehensive Financial 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. Albert L. Lopez, CFP®
(956) 683-1818
4812 S Jackson Rd
Edinburg, TX
Firm
Independent Wealth Consultants
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education 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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