8+92+K K 9+91+K K 1+99+K 2+98+K 5+95+K 7+93+K DEAR INTERESTED SPONSOR, BEPC AT A GLANCE 24% 36% SPONSORSHIP

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1 B O S T O N E S TA T E P L A N N I N G C O U N C I L SPONSORSHIP Securing the wealth of Boston for years to come. Sponsorship Sign-up deadline: AUGUST 31,

2 DEAR INTERESTED SPONSOR, Thank you for your interest in becoming a sponsor of the Boston Estate Planning Council. As the history of the Council will attest, we are the oldest association of our kind in the country, with a membership of more than 700 estate planning professionals. For the program year running from July 2017 through June 2018, BEPC will offer annual sponsorship opportunities as well as Gala sponsorship opportunities. (Information on Gala Sponsorships will be available this fall.) BEPC will provide sponsors with visibility through marketing at all of our events and programs throughout the year, as well as through a variety of other communication channels. As a BEPC corporate sponsor, your firm will be exposed to our large and growing membership, as well as to all visitors to the BEPC website. Additionally, your brand will be displayed prominently at our events, with opportunity for enhanced visibility available at the platinum and gold sponsorship levels. If you are interested in becoming a sponsor or want more information about the benefits of sponsorship, please contact or Sponsorship Committee: Chris Gullotti, Co-Chair; Susan Robb, Co-Chair; Zachary Bourque, Vice Chair; Craig Standish, Vice Chair; and Amy Lonergan, Board Liaison. BEPC AT A GLANCE The Boston Estate Planning Council is made up of a diverse group of estate planning professionals in the Boston area. Below is a snapshot of the disciplines that our membership represents K 36% Wealth Management K 24% Trust & Estate Law 9+91+K 9% Financial Planning 8+92+K 8% Life Insurance 8+92+K 8% Trust Administration 7+93+K 7% Accounting 5+95+K 5% Supporting Consultants 2+98+K 2% Family Office Management 1+99+K 1% Planned Giving 1+99+K 1% Students BEPC events are well attended throughout the year. Attendance numbers are reflective of the high level of engagement among our members. Signature Events Round Tables Attendance capped at Networking Events Educational Seminars

3 CORPORATE SPONSOR BENEFITS Platinum $15,000 SOLD Gold $7,500 Silver $3,500 PROGRAMS AND NETWORKING EVENTS VISIBILITY Logo on general event signage at all BEPC Programs, Round Tables, Name on general event signage at BEPC Programs, Round Tables, A short opportunity to address attendees at the start of BEPC events. BEPC moderator acknowledgment of the speaking sponsor level at all BEPC Programs, Round Tables, Networking Events and Golf Outing. Table or set-up area in the lobby where attendees enter 5 Events (including at least one signature event) 2 Events Identification as a sponsor on name badge at BEPC Programs, Round Tables, Exclusive logo visibility on table top signs at BEPC Programs, Round Tables, Identification as a sponsor in the BEPC Annual Gala program Full color advertisement in the event program for the BEPC Annual Gala Half page Quarter page ADDITIONAL BENEFITS Complimentary tickets to BEPC Educational Programs and Networking Events 5 per Event 2 per Event 1 per Event Use of BEPC Sponsor Logo Admission to exclusive invitation-only Leadership Reception preceding the BEPC Annual Gala 4 tickets 2 tickets SPONSOR FIRMS WITH FIVE (5) OR MORE BEPC MEMBERS WILL ALSO RECEIVE: 10% discount on all individual BEPC memberships ($295 BEPC membership annual fee is reduced to $ for all BEPC members of your firm) Concierge streamlined registration for all BEPC events Non-BEPC members of your firm who attend eligible events as guests will pay the BEPC member rate 3

4 STANDING TOGETHER As members of the estate planning community, we have a unique opportunity to align our professional interests with how we give back to our community. BEPC has chosen to partner with three organizations that are representative of our city s excellent programs in education, college access, financial literacy and entrepreneurship. Focusing on these three great organizations for a dedicated term of partnership will help our members develop a deeper understanding of and connection to the extraordinary work being done in our community. Features of the Partnership program include: Promoting the three Partners at all BEPC events, and inviting each Nonprofit Partner to attend and/or speak at selected BEPC events Having an in-person presence from each Partner organization at BEPC s Annual Gala event on May 23, 2018 Dedicating particular visibility to each Partner at a BEPC event this coming fall Developing and carrying out specific support activities tailored to the needs of each Partner Donating the majority of BEPC s charitable dollars throughout the partnership period to the three Nonprofit Partners, sharing equally among them Additionally, through the Public/Community Outreach Committee, BEPC member are encouraged to seek out volunteer opportunities within the three Partner organizations and to establish individual personal relationships with organization leaders. The Committee will also assist BEPC members in working with clients to help them achieve effective strategic charitable giving. Community Work Services was founded in 1877 to provide services to the poor of Boston and address the roots of poverty through employment, education, and housing improvements. Silver Lining Mentoring is the only mentoring organization in Massachusetts that exclusively serves youth in foster care. Silver Lining empowers foster youth in Greater Boston to flourish through committed mentoring relationships and the development of essential life skills. College Bound Dorchester s mission is to equip students with the attitude, skills and experience to graduate from college. Their vision is to end cycles of urban poverty, violence and lack of opportunity through education. 4

5 Corporate Sponsorships are annual and will include visibility at all of our well-attended events and programs throughout the year, as well as through a variety of communications channels. As a BEPC corporate sponsor, your firm will be exposed to our large and growing membership, as well as all visitors to the BEPC website. Additionally, we display your brand prominently at our events with enhanced visibility. This sponsorship is valid until June 30, SPONSORSHIP LEVEL (Check one) Gold $7,500 Silver $3,500 Date: Company: Address: City: State: REGISTRATION OPTIONS: Zip Code: Phone: Fax: Online registration is now open and can be accessed at: Website Address: Please My Company complete should the form be listed below as and follows: mail or fax it to the BEPC offices. I am a member of the BEPC and would like to attend. Please process my payment of $25. Sponsorship benefits contact name and I am not a member of the BEPC and would like to attend. Please process my payment of $50 PAYMENT (Check one) SEND INVOICE (One Installment; Invoice sent upon receipt of the completed contract) SEND INVOICE (Two Installments; Invoice for 50% sent upon receipt of the completed contract and invoice for 50% issued in January 2018) Company Contact Name on Invoice (If it differs from benefits contact person): Card # VISA MASTERCARD AMEX DISCOVER Exp. Date CVV Signature Please note: In accordance with the Payment Card Industry Security Standards, if paying by credit card, payment can only be accepted by fax or mail. Fax to Please return completed contract to: Boston Estate Planning Council 401 Edgewater Place, Suite 600 Wakefield, MA (P) (F) It Questions? is the policy of the BEPC to charge for all pre-registered attendees (present or not) to BEPC events. Our cancellation policy for BEPC events Please is feel three free business to contact days prior us! to the event. (P) Please mail or fax completed Registration Form to: Boston Estate Planning Council 401 Edgewater pl. Suite 600, Wakefield, MA 1880 Phone: Fax:

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