Fundraising Missoula MT

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Ms. Debra A. Smith, CFP®
(406) 542-7718
1800 S Reserve St
Missoula, MT
Firm
Rocky Mtn Financial Advisors
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

Data Provided By:
Mr. Gregory L. Schmautz, CFP®
(406) 728-3916
306 Railroad St W
Missoula, MT
Firm
Waddell & Reed Financial Servi
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. Kurt F. Ingold, CFP®
(406) 728-5214
6160 Wildcat Rd
Missoula, MT

Data Provided By:
Dixie S. Hall, CFP®
(406) 541-4665
2620 Connery Way
Missoula, MT
Firm
Thrivent Financial For Lutherans
Areas of Specialization
Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Retirement Planning, Risk Management

Data Provided By:
Mr. James R. Benson Jr., CFP®
(800) 332-1615
283 W Front St Ste 101
Missoula, MT
Firm
D.A.Davidson& Co.

Data Provided By:
Mr. Daniel Ortt, CFP®
(406) 830-3992
2425 W. Central
Missoula, MT
Firm
Ortt Financial Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Insurance Planning, Investment Management

Data Provided By:
Sydney E. Carlino, CFP®
(406) 543-8244
283 W. Front St, Suite 101
Missoula, MT
Firm
DA Davidson

Data Provided By:
Mr. Jared Lee Losing, CFP®
(406) 541-2100
2615 Connery Way
Missoula, MT
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Frank G. D'Angelo, CFP®
(406) 543-8244
283 W Front St
Missoula, MT
Firm
D A Davidson & Co

Data Provided By:
Mr. Roger Timothy Roy, CFP®
(406) 541-8104
105 N Higgins Ave
Missoula, MT
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Securities, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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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