Conference on Philanthropy 2019: Responsive Philanthropy

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Conference on Philanthropy 2019: Responsive Philanthropy May 22-24, 2019 Washington Marriott at Metro Center Washington, DC

The International Association of Advisors in Philanthropy (AiP) is proud to present the Conference on Philanthropy 2019: Responsive Philanthropy. Taking place at the Washington Marriott at Metro Center in Washington, DC, this conference brings together a diverse international membership including financial advisors, attorneys, insurance professionals, accountants and non-profit executives. AiP members are professionals with a special interest in philanthropy, who provide independent, unbiased advice to their donors/clients to enable them to connect their wealth to what they value through inspired giving to transform communities around the world. The vision of AiP is to change the world by inspiring and equipping professional advisors to impact philanthropy one gift at a time. We are introducing an overall theme for this year s conference to offer attendees the ability to draw connections, resulting in active engagement, and supporting lively discussions Responsive Philanthropy. In our lives. In our work. In our homes. In our world. Philanthropy brings us together as change agents. We will spark new ideas. Create experiences, connections and expand your current philanthropic footprint. We believe this conference will enable you to build and sustain a responsive platform that shares power, help others make informed decisions, and be a good steward a culture of humility and excellence. With 200+ expected attendees, conference sponsorship provides your firm exposure and access to a very targeted demographic. The agenda includes extended breaks in the exhibitor area allowing ample opportunity to solidify your current business relationships and make new ones. Be sure to take full advantage and gain maximum exposure by confirming your sponsorship today! Simply complete the attached form and return it by fax to 216-696-2582 or email at admin@advisorsinphilanthropy.org. If you have questions or would like to create your own custom sponsorship package, contact AiP Administrator, Lauren Smigelski at 216-621-3215 or admin@advisorsinphilanthropy.org. International Association of Advisors in Philanthropy 1120 Chester Ave., Ste. 470, Cleveland, OH 44114 admin@advisorsinphilanthropy.org 216-621-3215

PLATINUM (page 4) GOLD (page 5) SILVER (page 6) BRONZE (page 7) Sponsorship Benefit Overview Present an AiP webinar Present at local chapter event(s) 2 1 Message AiP members through dedicated email $20,000 $10,000 $5,000 $2,000 Complimentary AiP memberships 5 3 1 Company description on AiP Sponsor page Educational Submission on AiP LinkedIn Group Listing as Sponsor on AiP bulk emails Company logo with hyperlink on AiP home web page Conference Benefits Conference Registrations 5 3 1 1 Featured sponsor at Fithian Awards Dinners Featured sponsor at a meal function of your choice Opportunity to provide a presenter at Conference Keynote Breakout Breakout Permission for one pre-conference mailing to conference attendees List of 2019 Conference attendee contact information Listed as featured sponsor of a conference session Keynote Breakout Breakout Exhibitor booth Opportunity to purchase additional conference registrations at 50% off 5 3 1 1 Badge ribbon identifying your firm representatives as AiP Sponsors Opportunity to host a drawing at your booth winners picked on the last day Listing on conference signage, event app, invitations and AiP website Network with some of the most elite, prestigious philanthropic professionals in the world and to build relationships with current and prospective clients. Looking to increase your brand visibility? Sponsorship Add-Ons can be purchased at any sponsorship level. See page 8 for more information

Platinum Sponsor $20,000 (Limit 1 per industry) Company logo with hyperlink on AiP home web page through December 31, 2019. Company description on AiP Sponsor page through December 31, 2019. Your educational submissions (articles, whitepapers, etc.) highlighted on AiP LinkedIn Group. The AiP LinkedIn Group currently has over 2100 members. Listing as Platinum Sponsor on AiP bulk emails through December 31, 2019. Opportunity to message AiP members through dedicated email. (AiP to send email on sponsor s behalf.) Five (5) complimentary AiP 1-year memberships prospective member must meet all eligibility requirements and complete a membership application. Opportunity to present an AiP webinar. (Content subject to approval by the AiP Webinar Committee.) Opportunity to present at two (2) local chapter educational events in either Boston, MA; Chicago, IL; New York, NY; Portland, OR; San Francisco, CA; or Washington, DC. (Subject to chapter approval). Platinum Sponsor Conference Benefits Top billing on 2019 Conference signage, event app, invitations and AiP website as Platinum Conference Sponsor. Company logo on splash page of event app. (Exclusive to the Platinum Sponsor) Opportunity to provide a presenter for a Conference Keynote Session - session content must be pre-approved by the AiP Conference Committee. Exhibitor booth at the conference. Listing as Featured Sponsor of the Fithian Awards Dinner with an opportunity to address the audience (up to three minutes at the podium.) Five (5) complimentary 2019 Conference registrations. Opportunity to purchase up to five (5) additional conference registrations at 50% off published price. Badge ribbon identifying your firm representatives as AiP Sponsors. Permission for one pre-conference mailing to conference attendees. (Advanced list will contain mailing info only.) List of 2019 Conference attendee contact information provided after the event. Opportunity to host a drawing at your booth (sponsor provides the prize) and pull for the prize at closing Wednesday breakfast. Opportunity to network with some of the most elite, prestigious philanthropic professionals in the world and to build relationships with current and prospective clients. Page 4

Gold Sponsor $10,000 Company logo with hyperlink on AiP home web page through December 31, 2019. Company description on AiP Sponsor page through December 31, 2019. Your educational submissions (articles, whitepapers, etc.) highlighted on AiP LinkedIn Group. The AiP LinkedIn Group currently has over 2100 members. Listing as Gold Sponsor on AiP bulk emails through December 31, 2019. Opportunity to message AiP members through dedicated email. (AiP to send email on sponsor s behalf.) Three (3) complimentary AiP 1-year memberships prospective member must meet all eligibility requirements and complete a membership application. Opportunity to present an AiP webinar. (Content subject to approval by the AiP Webinar Committee.) Opportunity to present at one (1) local chapter educational event in either Boston, MA; Chicago, IL; New York, NY; Portland, OR; San Francisco, CA; or Washington, DC. (Subject to chapter approval). Gold Sponsor Conference Benefits Gold Sponsor billing on 2019 Conference signage, event app, invitations and AiP website conference page. Exhibitor booth at the conference. Opportunity to provide a presenter for a Conference Breakout Session session content must be approved by the AiP Conference Committee. Listing as Featured Sponsor at a meal function of your choice with the opportunity to do a 2 minute promotion of your organization. (First come, first served.) o Wednesday Lunch o Friday Breakfast o Thursday Breakfast o Friday Lunch o Thursday Lunch Three (3) complimentary 2019 Conference registrations. Opportunity to purchase up to three (3) additional conference registrations at 50% off published price. Badge ribbon identifying your firm representatives as AiP Sponsors. Permission for one pre-conference mailing to conference attendees. (Advanced list will contain mailing info only.) List of 2019 Conference attendee contact information. Opportunity to host a drawing at your booth (sponsor provides the prize) and pull for the prize at closing Wednesday breakfast. Opportunity to network with some of the most elite, prestigious philanthropic professionals in the world and to build relationships with current and prospective clients. Page 5

Silver Sponsor $5,000 Company logo with hyperlink on AiP home web page with a link to your firm through December 31, 2019. Company description on AiP Sponsor page through December 31, 2019. Your educational submissions (articles, whitepapers, etc.) highlighted on AiP LinkedIn Group. The AiP LinkedIn Group currently has over 2100 members. Listing as a Silver Sponsor on AiP bulk emails through December 31, 2019. One (1) complimentary AiP 1-year membership prospective member must meet all eligibility requirements and complete a membership application. Silver Sponsor Conference Benefits Silver Sponsor billing on 2019 Conference signage, invitations, event app and AiP website conference page. Exhibitor booth at the conference. Opportunity to provide a presenter for a Conference Breakout Session session content must be approved by the AiP Conference Committee. Listing as Featured Sponsor of a Breakout Session with opportunity to introduce the speaker. Subject to availability (First come, first served). One (1) complimentary 2019 Conference registration. Opportunity to purchase up to one (1) additional conference registration at 50% off published price. Badge ribbon identifying your firm representative as an AiP Sponsor. Opportunity to host a drawing at your booth (sponsor provides the prize) and pull for the prize at closing Wednesday breakfast. Opportunity to network with some of the most elite, prestigious philanthropic professionals in the world and to build relationships with current and prospective clients. Looking to increase your brand visibility? Sponsorship Add-Ons can be purchased at any sponsorship level. Page 6

Bronze Sponsor $2,000 ($1,500 for non-profit organizations) Bronze Sponsor billing on 2019 Conference signage, event app, invitations and AiP website conference page. Exhibitor booth at the conference. Opportunity to host a drawing at your booth (sponsor provides the prize) and pull for the prize at closing Wednesday breakfast. One (1) complimentary 2019 Conference registration. Opportunity to purchase up to one (1) additional conference registrations at 50% off published price. Badge ribbon identifying your firm representative as an AiP Sponsor. Opportunity to network with some of the most elite, prestigious philanthropic professionals in the world and to build relationships with current and prospective clients. Looking to increase your brand visibility? Sponsorship Add-Ons can be purchased at any sponsorship level. More information on next page! Page 7

Sponsorship Add-Ons Sponsorship Add-Ons can be purchased at any sponsorship level for greater brand visibility. You must be a sponsor at one of the sponsorship levels to purchase an add-on. NEW! A Celebration of Philanthropy in America Dinner Sponsorship $5,000 (Limit 2) Join AiP and CAF America on Thursday, May 23, 2019 for a very special evening in the Rotunda of the National Archives. Celebrate philanthropy just feet from the U.S. Constitution. Don t miss out on this exclusive event become a sponsor today! Company logo and name recognition as a dinner sponsor on all AiP conference promotional materials Recognized in the program for the evening and from the podium Your educational 2 tickets to dinner SOLD! Wi-Fi Sponsor $3,500 Logo on the cards distributed with the Wi-Fi code (limit 1) Charging Station Sponsor $3,500 Logo at all charging stations (limit 1) SOLD! Happy Hour Sponsor $2,000 Signage at the event and logo on cocktail napkins (limit 1) Break Sponsor $1,250 Signage at the break table and your logo on napkins (limit 1 per break) Page 8

2019 Conference on Philanthropy May 22-24, 2019 Washington Marriott at Metro Center Washington, DC Sponsorship Commitment Form Please return to admin@advisorsinphilanthropy.org or fax to 216-696-2582 on or before January 31, 2019. Sponsorships: Platinum Sponsor $20,000 (limit one per industry) Gold Sponsor $10,000 Silver Sponsor $5,000 Bronze Sponsor $2,000 - $1,500 Sponsorship Add-Ons: A Celebration of Philanthropy in America $5,000 (limit 2) Charging Station Sponsor $3,500 (limit 1) Break Sponsor $1,250 (limit 1 per break) SOLD! Happy Hour Sponsor $2,000 (limit 1) SOLD! Wi-Fi Sponsor $3,500 (limit 1) Send an invoice Charge the credit card below Sponsoring Company Contact Name Email Phone Credit Card Information: Name Company Mailing Address, City State, Zip Email Address Phone Signature Date Credit Card Number Exp. Date Sec Code Credit Card Billing Address, City, State Zip To confirm your sponsorship, sign and return this form to the AiP office. Questions? Contact L a u r e n S m I g e l s ki (2 1 6) 621-3215 or admin@advisorsinphilanthropy.org