Fundraising Tacoma WA

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Troy Sapp
Commencement Financial Planning, LLC
(253) 820-6432
611 N. Fife Street
Tacoma, WA
Expertises
Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Tax Planning, Ongoing Investment Management, High Net Worth Client Needs, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Robert G. Davis, CFP®
(253) 472-8200
2702 S 42nd St
Tacoma, WA
Firm
Ameriprise Financial Services
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance 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. Daniel S. Tam, CFP®
(253) 473-7079
2702 S 42nd St Ste 101
Tacoma, WA
Firm
MetLife
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, General Financial Planning

Data Provided By:
Mr. L. Scott Buser, CFP®
(253) 472-8200
2702 S 42nd St
Tacoma, WA
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management, Small Business Planning, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Douglas E. Sharp, CFP®
(253) 552-4021
1201 Pacific Ave Ste 1100
Tacoma, WA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning

Data Provided By:
John Carmody
Carmody Investment Advisors
(206) 241-8433
1208 SW Normandy Terrace
Seattle, WA
Expertises
Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Jonathan V. Airey, CFP®
(253) 474-0421
4040 S Tyler St
Tacoma, WA
Firm
ING Finacial Partners
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Profession: Not Applicable

Data Provided By:
Mr. James H. Reinke, CFP®
(253) 472-8200
2702 S 42nd St
Tacoma, WA
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Jason R. Ledesma, CFP®
(253) 472-8200
2702 S 42nd St Ste 204
Tacoma, WA
Firm
Ameriprise Financial Inc

Data Provided By:
Ms. Dorothy A. Lewis, CFP®
(253) 627-6010
3110 Ruston Way
Tacoma, WA
Firm
Financial Insights Inc
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Service Professionals

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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