2018 BOSTON ESTATE PLANNING COUNCIL ANNUAL GALA MAY 23, 2018 Boston, Massachusetts Boston Park Plaza Join more than 500 colleagues in the Boston estat

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1 2018 BOSTON ESTATE PLANNING COUNCIL ANNUAL GALA MAY 23, 2018 Boston, Massachusetts Boston Park Plaza Join more than 00 colleagues in the Boston estate planning community for this annual gathering to celebrate the Council and the presentation of the prestigious Excellence Award. This is an opportunity for your organization to support the event and gain valuable visibility with this unique audience of practitioners working with high net worth individuals throughout New England.

2 EAR INTERESTE, Thank you for your interest in becoming a sponsor of the 2018 Boston Estate Planning Council s Annual Gala. As the history of the Council will attest, we are one of the oldest associations of our kind in the country, with a membership of more than 700 estate planning professionals. The BEPC Annual Gala is our premier and largest event of the year where over 00 members and guests gather to network and, more importantly, to celebrate the recipient of the BEPC Excellence Award. This year our event will again be hosted by Anthony Everett, the Emmy Award winning co-anchor of local WCVB-TV s nightly newsmagazine Chronicle, the nation s longest running local news magazine. As a BEPC Annual Gala sponsor, your firm will be highlighted to all attendees at the event as well as to all visitors to the BEPC website leading up to the Gala and through ecember 31, This will give your firm s brand ideal placement and exposure to professionals throughout Boston s estate planning community. If you are interested in becoming an Annual Gala or want more information about the benefits of sponsorship, please sponsorship@bepc.org or call ship Committee: Chris Gullotti, Co-Chair; Susan Robb, Co-Chair; Zach 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 26+7+K K 8+92+K 8+92+K +9+K +9+K 2+98+K 1+99+K 1+99+K 3% 26% 10% 8% 8% Wealth Management Trust & Estate Law Financial Planning Life Insurance Accounting % % 2% 1% 1% Trust Administration Supporting Consultants Family Office Management Planned Giving Students 2

3 SHIP PACKAGES COCKTAIL RECEPTION $16,000 This sponsor will be the exclusive sponsor of the networking Cocktail prior to the awards dinner. Benefits for this package include: BEPC home page and Annual Gala web page logo and link Prominent full page, full color advertisement in the event program Signage and table signs during the Cocktail exclusive logo visibility Cocktail napkins during the Cocktail exclusive logo visibility Ten (10) complimentary tickets to the event with seating at a table in a prime location during the dinner with signage on the table recognizing the sponsorship Ten (10) complimentary tickets to the invite-only Leadership POST- Logo and link will remain on BEPC home page until ecember 31, 2018 LEAERSHIP RECEPTION $10,000 This sponsor will be the exclusive sponsor of the Leadership prior to the awards dinner. Anticipated attendance of of BEPC Leaders, including Board members, committee chairs, past BEPC Presidents, and prior Excellence Award recipients. Benefits of this package include: BEPC home page and Annual Gala web page logo and link Exclusive two-minute address to Leadership attendees about your organization Inside back cover placement of a half-page, full color advertisement in the event program Signage and table signs during the Leadership exclusive logo visibility Cocktail napkins during the Leadership exclusive logo visibility Five () complimentary tickets to the event Five () complimentary tickets to the invite-only Leadership POST- Logo and link will remain on BEPC home page until ecember 31,

4 CHAMPAGNE AN ESSERT RECEPTION $8,000 This sponsor will be the exclusive sponsor of the Champagne and essert following the dinner. (Anticipated attendance 00+.) Benefits of this package include: BEPC home page and Annual Awards inner web page - logo and link Prominent half-page, full color advertisement in the event program Signage and table signs during the Champagne and essert exclusive logo visibility Cocktail napkins during the Champagne and essert exclusive logo visibility Five () complimentary tickets to the event Five () complimentary tickets to the invite-only Leadership POST- Logo and link will remain on BEPC home page until ecember 31, 2018 NEW RIESHARE $7,000 This sponsor will be the exclusive sponsor to provide a complimentary coupon code to all attendees who use a specified rideshare service when leaving the Gala. Benefits of this package include: Your firm will be highlighted as the sponsor providing a complimentary $10 voucher to all attendees who use a specified rideshare service when leaving the Gala Exclusive blast sent to BEPC members regarding rideshare discount (blast coordinated and sent by BEPC; list not provided to sponsor). Exclusive and highly visible signage near registration Logo printed on $10 voucher cards available at registration and upon departure POST- Logo and link will remain on BEPC home page until ecember 31, 2018

5 NEW COAT AN L BAG CHECK SO ship to provide complimentary coat and bag check service to all attendees. Benefits of this package include: Your firm will be highlighted as the sponsor providing complimentary coat and bag check service for all attendees Exclusive and highly visible signage near coat and bag check Logo printed on coat and bag check tickets POST- Logo and link will remain on BEPC home page until ecember 31, 2018 VALET ship to provide complimentary valet service to all attendees. Benefits for this package include: Your firm will be highlighted as the sponsor providing complimentary valet service for all attendees. Exclusive and highly visible signage at curb side valet stand, parking validation table near registration, and valet desk after event in this package POST- Logo and link will remain on BEPC home page until ecember 31, 2018

6 EVENT $,000 This sponsorship offers organizations an opportunity to widely promote their brand in conjunction with the Gala to a large audience of the leading estate planning professionals in the Boston area. Benefits for this package include: POST- Logo and link will remain on BEPC home page until ecember 31, 2018 This sponsorship level offers organizations to demonstrate their support for BEPC to a large audience of Boston-area practitioners. Benefits for this package include: EVENT SUPPORTER $2,00 BEPC Annual Gala web page - logo and link Quarter-page, full-color advertisement in the event program Two (2) complimentary tickets to the event Two (2) complimentary tickets to the invite-only Leadership General event signage logo visibility Main stage screen logo visibility POST- Logo and link will remain on BEPC home page until ecember 31, 2018 CENTERPIECE $00 NEW THIS YEAR! Adorn your table(s) with a beautiful centerpiece. Not only will this sponsorship brighten the event, but your organization will receive logo visibility on a recognition card placed in the arrangement and in the event program. The centerpieces are large, professionally designed arrangements. A portion of this sponsorship will also be donated to a local charity. Purchase two centerpieces for a total of $70 6

7 Cocktail $16,000 Leadership $10,000 Champagne and essert $8,000 Rideshare $7,000 Coat and Bag Check of Cocktail of Leadership of Champagne and essert Exclusive of Rideshare iscount of Coat and Bag Check of parking valet service Complimentary tickets to dinner 10 Invitation to attend Leadership 10 SHIP PACKAGES Exclusive Package Benefit Valet Event $,000 Event Supporter $2,00 Gala Web Page 2 2 Quarter-page Gala Web Page PRE- Logo and link on website Logo and link on event communications Logo on general event signage Logo in printed program Logo on main stage screen Recognition by the emcee during the dinner program Two-minute address to attendees about your organization (during Leadership ) Identification as a sponsor on name badge Full-color advertisement in program guide Exclusive logo visibility on cocktail napkins during ed Exclusive logo visibility on table signs during ed Full-page, back inside cover (Cocktail ) (Leadership ) (Champagne and essert ) (Cocktail ) (Leadership ) (Champagne and essert ) 6 Exhibit table Centerpiece sponsorship included POST- Logo and link on website until ecember 31, 2018 AITIONAL SHIPS Centerpiece $00 NEW THIS YEAR! Purchase two centerpieces for a total of $70 To receive more information about sponsoring the Annual Gala or to reserve your sponsorship today, contact a member of the BEPC ship Committee or Emma Richardson, BEPC Administrator, at sponsorship@bepc.org or