2016 Duke University Estate Planning Conference

Sponsorship, Exhibiting, & Branding Opportunities

SPONSORSHIP

Presenting Conference Sponsor – $7,500

·  Recognition and Branding:

-  Prominent recognition as Presenting Conference Sponsor in all conference materials, on conference website, and during remarks at the conference.

-  Prominent recognition at annual Speaker Dinner.

-  Name placement on conference binder ($2,500) value – see Branding section below.

·  Opportunity to address speakers, council members, and select sponsors at the Speaker Dinner held on Thursday, October 13, 2016.

·  Complimentary Exhibit Space – Premier exhibit space close to the educational session classrooms and break area.

·  Two Complimentary Registrations ($900 value) – includes full access to programming and written materials. Additional registrations may be purchased at 50% off regular registration price.

·  Six seats at the Speaker Dinner held on Thursday, October 13, 2016. Additional seats may be purchased for $100 per person.

Platinum Sponsor – $5,000

·  Recognition and Branding:

-  Recognition in all conference materials, on conference website, and during remarks at conference.

-  Special recognition at annual Speaker Dinner.

·  Opportunity to address speakers, council members, and select sponsors at the Speaker Dinner held on Thursday, October 13, 2016.

·  Complimentary Exhibit Space – Premier exhibit space close to the educational session classrooms and break area.

·  Two Complimentary Registrations ($900 value) – includes full access to programming and written materials. Additional registrations may be purchased at 50% off regular registration price.

·  50% discount on available branding item of choice (see Branding section below). Please note: the Presenting Conference Sponsor is entitled to first choice on Branding items.

·  Four seats at the Speaker Dinner held on Thursday, October 13, 2016. Additional seats may be purchased for $100 per person.

Gold Sponsor – $3,750

·  Recognition:

-  Recognition in all conference materials, on conference website, and during remarks at conference.

-  Special recognition at conference luncheon.

·  Complimentary Exhibit Space – Premier exhibit space close to the educational session classrooms and break area.

·  Two Complimentary Registrations ($900 value) – includes full access to programming and written materials. Additional registrations may be purchased at 50% off regular registration price.

·  Three seats at the Speaker Dinner held on Thursday, October 13, 2016. Additional seats may be purchased for $100 per person.

Silver Sponsor – $2,500

·  Recognition:

-  Recognition in all conference materials, on conference website, and during remarks at the conference.

-  Special recognition at conference breakfast.

·  Complimentary Exhibit Space – Exhibit space close to the educational session classrooms and break area.

·  One Complimentary Registration ($450 value) – includes full access to programming and written materials. Additional registrations (limited to 5) may be purchased at 50% off regular registration price.

·  Two seats at the Speaker Dinner held on Thursday, October 13, 2016. Additional seats may be purchased for $100 per person.

Bronze Sponsor – $1,500

·  Recognition:

-  Recognition in all conference materials, on conference website, and during remarks at the conference.

-  Special recognition at one conference refreshment break.

·  Complimentary Exhibit Space – Exhibit space close to the educational session classrooms and break area.

·  One Complimentary Registration ($450 value) – includes full access to programming and written materials. Additional registrations (limited to 3) may be purchased at 50% off regular registration price.

·  One seat at the Speaker Dinner held on Thursday, October 13, 2016. Additional seats may be purchased for $100 per person.

BRANDING

(First choice to Presenting Sponsor)

Conference Binder – $2,500

-  Your company logo to appear on inside pocket of conference education materials binder. One given to each registered attendee.

Tote Bag – $1,500

-  Your company logo, in addition to the conference logo, printed on tote. One given to each registered attendee.

Notepad – $1,000

-  Printing on pad to read “Provided courtesy of Your Company.” One given to each registered attendee in conference binder.

Personal Branding Item

-  Branding item of your company’s choice. Item subject to review and amount to be determined prior to approval.

38thAnnual Duke University Estate Planning Conference

October 13-14, 2016

Duke University School of Law

Presenting Conference Sponsor Information Form

Please complete the information below

Company Name:
Address:
Contact Person:
Contact Phone: / Contact Email:
Number of persons representing your company at the conference:
Names of representatives:
Names of persons who will use complimentary registrations:
Names of persons who will attend Speaker Dinner:

Payment of sponsorship ($7,500) may be made by either check or credit card.

I have enclosed check payable to Duke University Estate Planning Conference.
I would like the following credit card to be charged.
Card #:
Exp. Date: / 3 Digit CVC code

TOTAL amount: ______

Please return completed form and payment to:

Alyssa Alegre Phone: (919) 681-8030

Duke University – Gift Planning Fax: (919) 684-9692

Box 90600 Email:

Durham, NC 2770

38th Annual Duke University Estate Planning Conference

October 13-14, 2016

Duke University School of Law

Platinum Sponsor Information Form

Please complete the information below

Company Name:
Address:
Contact Person:
Contact Phone: / Contact Email:
Number of people representing your company at the conference:
Names of representatives:
Names of persons who will use complimentary registrations:
Names of persons who will attend Speaker Dinner:

Payment of sponsorship ($5,000) may be made by either check or credit card.

I have enclosed check payable to Duke University Estate Planning Conference.
I would like the following credit card to be charged.
Card #:
Exp. Date: / 3 Digit CVC code

TOTAL amount: ______

Please return completed form and payment to:

Alyssa Alegre Phone: (919) 681-8030

Duke University – Gift Planning Fax: (919) 684-9692

Box 90600 Email:

Durham, NC 27708

38th Annual Duke University Estate Planning Conference

October 13-14, 2016

Duke University School of Law

Gold Sponsor Information Form

Please complete the information below

Company Name:
Address:
Contact Person:
Contact Phone: / Contact Email:
Number of people representing your company at the conference:
Names of representatives:
Names of persons who will use complimentary registrations:
Names of persons who will attend Speaker Dinner:

Payment of sponsorship ($3,750) may be made by either check or credit card.

Optional: I would like to add ___ seats to the Speaker Dinner ($100/pp).
I have enclosed check payable to Duke University Estate Planning Conference.
I would like the following credit card to be charged.
Card #:
Exp. Date: / 3 Digit CVC code

TOTAL amount: ______

Please return completed form and payment to:

Alyssa Alegre Phone: (919) 681-8030

Duke University – Gift Planning Fax: (919) 684-9692

Box 90600 Email:

Durham, NC 27708

38th Annual Duke University Estate Planning Conference

October 13-14, 2016

Duke University School of Law

Silver Sponsor Information Form

Please complete the information below

Company Name:
Address:
Contact Person:
Contact Phone: / Contact Email:
Number of persons representing your company at the conference:
Names of representatives:
Name of person who will use complimentary registration:
Names of persons who will attend Speaker Dinner:

Payment of sponsorship ($2,500) may be made by either check or credit card.

Optional: I would like to add ___ seats to the Speaker Dinner ($100/pp).
I have enclosed check payable to Duke University Estate Planning Conference.
I would like the following credit card to be charged.
Card #:
Exp. Date: / 3 Digit CVC code

TOTAL amount: ______

Please return completed form and payment to:

Alyssa Alegre Phone: (919) 681-8030

Duke University – Gift Planning Fax: (919) 684-9692

Box 90600 Email:

Durham, NC 27708

38th Annual Duke University Estate Planning Conference

October 13-14, 2016

Duke University School of Law

Bronze Sponsor Information Form

Please complete the information below.

Company Name:
Address:
Contact Person:
Contact Phone: / Contact Email:
Number of persons representing your company at the conference:
Names of representatives:
Name of person who will use complimentary registration:
Name of person who will attend Speaker Dinner:

Payment of sponsorship ($1,500) may be made by either check or credit card.

Optional: I would like to add ___ seats to the Speaker Dinner ($100/pp).
I have enclosed check payable to Duke University Estate Planning Conference.
I would like the following credit card to be charged.
Card #:
Exp. Date: / 3 Digit CVC code

TOTAL amount: ______

Please return completed form and payment to:

Alyssa Alegre Phone: (919) 681-8030

Duke University – Gift Planning Fax: (919) 684-9692

Box 90600 Email:

Durham, NC 27708