C G P C O N F E R E N C ESPONSOR & EXHIBITOR C ATALOG

CHICAGO MARRIOTT MAGNIFICENT MILE OCT. 7-9, 2020

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CGP Conference is the annual conference hosted by the National Association of Charitable Gift Planners (CGP). CGP Conference is a unique gathering place for individuals committed to the art and science of charitable gift planning. Charities of every size and scope are represented by professionals in all stages of their careers.

Don’t miss the opportunity to meet these individuals face-to-face, and personally illustrate how your products and services will help them work smarter.

WHAT IS CGP CONFERENCE?

CONTAC T: Richard Ritter, Director of Membership317.269.6274 ext. 4, rritter@charitablegiftplanners.org2

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TOP RE ASONS TO SUPPORT CGP CONFERENCE

FACE TIME1Engage one-on-one with gift planners during frequent 30-minute breaks in a very busy exhibit hall. Spend two days having face time with professionals who need your services. Connect with your clients and create new leads.

YOUR MARKE T

There is no better conference to reach the target market of charitable gift planning professionals. You’ll meet frontline fundraisers and gift planners, most of whom are decision makers. The rest are future decision makers!

SHOWC A SE SOLUTIONS

We know you have the answers…here’s your chance to demonstrate your expertise to our audience. The exhibit hall is known as the “Solutions Center” a place for attendees to come to get their most pressing questions answered.

VISIBILIT Y

Reach more than just attendees! Local council leaders, directors of development, planned-giving directors, high-level managers… they come to the conference with the intention of sharing the experience with their colleagues.

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DON’ T BE LEF T BEHINDCGP Conference is THE event where leading companies serving the gift planning field showcase their products and services and learn the latest trends in the field, so that those products and services can be adapted to better serve philanthropy.

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D ON’ T TAKE IT FROM US ,

WHAT OTHERS ARE SAYINGCG P CONFERENCE AT TENDEE: “I know there are people that have input that I need to be able to do my job better. For instance, I know that coming to this conference I have a question that I know I’m going to get answered here and I’m going to go back and share with my president and vice-president the organizational structure that I need to employ to equip us for our next campaign.” -Michael Falder, Executive Director of Development, Taylor University

CG P CONFERENCE E XHIBITOR: “I find that it is interesting to meet other CGP members and we get to talk about a whole bunch of different things. Some of them come up and ask me what services we provide. Some of them want to know what kind of organizations we work with and what questions those organizations are receiving from their donors. And so I can sort of help talk it through with them, this is what we hear from institutions we work with and their donors.” -Katrina Pipasts, Director of Planned Giving Services, Northern Trust

WHY YOU HAVE TO BE IN CHIC AGO

“Being in the heart of downtown Chicago is always energizing and this year’s conference at the Marriott Miracle Mile is truly in the heart of the city. Following record attendance in 2019, we have high expectations and high energy plans for the conference this year. Join us on the Magnificent Mile and include in your plans time to enjoy the great restaurants, music, museums and architecture of one of America’s great cities – Chicago!” - Michael Kenyon, CGP President and CEO

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PAST SPONSORS AND E XHIBITORS INCLUDE: American Council on Gift Annuities (ACGA)

American Institute for Philanthropic Studies

BNY Mellon Wealth Management

CCIM Foundation

CCS Fundraising

CFRE International

Charitable Giving Resource Center

Charitable Solutions, LLC

Charitable Trust Administration Company (CTAC)

CharitablePlanning.com

Chisholm, Chisholm & Kilpatrick

Chronicle of Philanthropy

Cornerstone Management, Inc.

Crescendo Interactive

Donor Motivation Program

Endowment Development Services

Farmers National Company

Fifth Third Bank

FreeWill

FUNDING matters Inc.

Gabriel Group

Gift Planning Development

Gifting Network, LLCGiving Docs

Graystone Consulting

Harbor Compliance

Heritage Auctions

High Ground Advisors

iCLAT Solutions

Indiana University Lilly Family School of Philanthropy

Insuring a Better World Fund

Johnson, Grossnickle and Associates

Key Private Bank

Legacy Leaders

MetLife

MiniMatters

Mitchell Silberberg & Knupp LLP

NGOSource/Tech Soup

Nonprofit Quarterly

Northern Trust

Norton Philanthropic Counsel

Orlans, PC

Paschal Murray Executive Search

Pentera, Inc.

PG Calc

Planned Giving Today

PlannedGiving.com

PNC Bank N.A.

Polsinelli

Raising Change

Realty Gift Fund

RenPSG

Ruffalo Noel Levitz

Sharpe Group/R&R Newkirk

State Street Global Advisors

Steenhuysen Associates

Stellar Technology Solutions

Target Analytics, A Blackbaud Company

Texas Tech University

The American College

The Breus Group

The Stelter Company

ThinkGiving

Thompson & Associates

TIAA Kaspick

Tony Martignetti Nonprofit Radio

US Bank Charitable Services Group

US Legacy Income Trusts

US Trust

Wells Fargo Philanthropic Services

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WHAT WE OFFERFIND A VARIE T Y OF OP TIONS TO FIT YOUR BUSINESS GOAL S

E XHIBIT PACK AGE $2 , 50 0A booth in the Solutions Center, also known as the Exhibit Hall, provides the best opportunity to build relationships and make an impact on attendees by sharing your company’s products and services. The 2020 conference exhibit package includes:• 10’ X 10’ exhibit booth, including drape, signage, 6’ table, two side chairs and wastebasket.• Complimentary conference registration for one individual (Reduced registration fees for all other personnel).• Listing as an exhibitor on conference website with link to your website. • Listing on conference mobile app with logo and short description of your organization. • Complimentary access to attendee postal mailing list data file.

E VENT & AMENIT Y SPONSORSHIPS P. 7-11All event and amenity sponsorships include: • Complete exhibit booth package (see above).• Full-color logo and link to your website on email registration invitations sent to CGP’s 13,500 contacts. • Brief company profile in print program given to all attendees.• Full-color logo on exhibit hall entrance sign (see page 12). • Recognition as a sponsor/exhibitor on conference website with link to your website. • Recognition on mobile app with link and map to your location in the Solutions Center (if applicable).

CORPOR ATE SPONSORSHIP $1 , 50 0A corporate sponsorship does not include an exhibit booth, but offers the following benefits:• Complimentary conference registration for one person.• Logo on Solutions Center entrance signs.• Logo and link on email registration invitations.• Logo and link on conference website.• Logo featured on conference mobile app.• Complimentary access to attendee postal mailing list data file.

CUS TOM SPONSORSHIPS AVAIL ABLELet’s work together to unlock a unique opportunity for your brand. Contact Richard Ritter to discuss your business objectives and build a package that will help you achieve your goals.rritter@charitablegiftplanners.org

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E VENT & AMENIT Y SPONSORSHIPS

MULTIMEDIA SPONSOR $11,0 0 0This sponsor gives attendees access to the tools they need to be successful at conference. Connect attendees through meeting space WiFi, the mobile app and the print program.

• Your company name featured in the WiFi access code• Back cover advertisement in print program• Your company has a featured logo and description in the app• One push notification per day to all app users or target audience if desired• Attendee email list

WIFI PASSWORD:yourcompany

WELCOME RECEP TION $7, 50 0

Welcome attendees and set the tone for CGP Conference 2020.

• Company logo/special thanks on signs/table tents in exhibit hall during reception• Cocktail napkins with one-color imprint of your company logo used at food and beverage stations• Swag item on cocktail rounds in Exhibit Hall during reception• Email blast invitation sent to attendees on your behalf• Company advertisement in “Know Before You Go” Message• Receive special recognition at the Opening Dinner• One promoted post on mobile app just prior to reception• Attendee email list

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YOUNG PROFESSIONAL S HAPPY HOUR $5,0 0 0Mix and mingle with up-and-coming gift planning professionals.

• Company logo/special thanks on signs at venue• Company logo on tent signs on tables• Company swag items available• Opportunity to present your services to new professionals in the industry• Provide a fun, interactive experience for your target audience• Thursday evening happy hour location TBD

AFFINIT Y LUNCHEON $5,0 0 0Make a lasting impression at the most highly attended event atCGP Conference. This year’s affinity luncheon will not include a plenary session.

• Company name/logo featured on tables and signs in every breakout room• Mention of your company sponsorship included in script to be read at every affinity group• Company name/logo on Special Events & Keynote page in print program• Attendee email list

BRE AKFA S T$5,0 0 0 ( T WO AVAIL ABLE )Start their day off with networking and nourishment.

• Company logo/special thanks on signs near food and beverage stations• Company logo on tent signs on cocktail tables• One promoted post on mobile app just prior to breakfast

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CLOSING LUNCHEON$5, 50 0 Send attendees home inspired as you preside over the final conference event.

• VIP seating• Brief intro of your company by conference chair• Introduction of closing luncheon speaker by a representative of your company• Company name/logo featured on screen at closing luncheon• Attendee email list

DE VICE CHARGING S TATION$7, 50 0 Keep attendees fully charged and ready to engage throughout the conference. (Sample shown in photo on right).

• Custom video or image branding on 19” display screen with dual speakers for your promotional media• Custom branded vinyl wrap around the front frame• Attendee email list

HYDR ATION S TATION$7, 50 0 Quench attendees’ thirst for knowledge and water.

• One color company name/logo printed on water bottles for distribution to conference attendees • Attendees will keep the reusable water bottles for continued exposure post conference• Attendee email list

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EDUC ATION TR ACKS$6 ,0 0 0 (FIVE AVAIL ABLE )Get in front of the attendees whose issues are important to your company.

• Company logo/name on signs outside each breakout session in your sponsored track• First-choice opportunity for representatives of your company to introduce speakers at sessions in your sponsored track

TR ACK OP TIONS: • Planned Gift Tech: Vehicles and assets, timing and taxes—these are the interlocking gears that set planned gifts apart from current gifts of cash. In these sessions, expert presenters explore the fundamentals and creative applications of planned gift technology. Case-based sessions show how rules and regulations are applied to solve specific problems and create solutions that win for donors, advisors and charities. • Getting Oriented: The average major gift takes around 18 months to close; planned gifts can take 3 or more years. What are successful gift planners doing with all that time? These sessions for early career fundraisers and major gift specialists show you how to work with a prospect through all phases of the gift planning process, from identification and cultivation through gift design (including blended gifts) and stewardship.

*New in 2020*• Support from the Top: Gift planning success requires sustained interest and investment in a program that may take years to produce gifts. In this track, speakers help you build the foundation for long-term success. Topics include making the business case for planned gift fundraising, developing policies and procedures, setting realistic goals, budgeting and measuring progress.• Building Human Capacity: Is your organization a productive place for gift planners to work? In this track, speakers focus on creating a workplace where the right people are hired, then trained and inspired so that they want to stay. Topics include data-driven approaches to identifying prospects, developing portfolios and projecting gift income, hiring and talent development, moves management and gift planner performance metrics. • Donor-centric Best Practices: You use the buzzword, but would donors agree that their goals are at the heart of your practice? In this track, speakers help you step out of your silo and see your work from the donor’s perspective. Topics include marketing and storytelling, stewardship, donor loyalty programs, legacy societies, and donor surveys.

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NAME BADGE$9,0 0 0 Be front and center as attendees wear your logo throughout CGP Conference.

• Company name/logo (one-color imprint) on name badge holders distributed to all attendees• Attendee email list

TOTE BAG$7, 50 0 Present your brand on the bags attendees will use during the conference and beyond.

• Company name/logo (one-color imprint) on tote bags distributed to all attendees• Attendee email list

NOTEBO OK AND PEN$7, 50 0 Place your brand in every attendee’s hand as they take notes at CGP conference.

• Company name/logo printed on notebooks distributed to all attendees (one-color imprint)• Attendee email list

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CGPCONFERENCE

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ADDITIONAL OP TIONSCONFERENCE SCHOL ARSHIPSponsor a first-time conference attendee. Includes complimentary conference registration and a one-year CGP membership for the recipient.

$600 for sponsors & exhibitors, $795 for non-sponsoring or exhibiting companies.

Scholarship sponsors receive recognition at the conference, in the printed program, on the mobile app and the conference website.

FROM A SCHOL ARSHIP RECIPIENT “Receiving a scholarship to attend the CGP Conference was the only way I was able to attend and I couldn’t be more grateful for the opportunity. Upon returning, I was able to immediately implement small, yet effective, tactics while beginning to develop an overall strategy to guide our program utilizing ideas folks shared. It truly was a wonderful experience for me and it wouldn’t have been possible without receiving a scholarship.”-Austin Lee, Development Officer, Conner Prairie12

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TOTE BAG INSERTYour company’s brochure or promotional item will be inserted into tote bags and distributed to all attendees. $800 for sponsors & exhibitors, $1,500 for non-sponsoring or exhibiting companies.

Your promotional item may not duplicate items sold as sponsorships. We cannot acceptnotebooks, pens, tote bags or name badge holders.

• Item must easily fit into tote bags measuring 12” high x 12” wide x 4” deep.• Brochure/promotional item must be produced and shipped to the conference at the exhibitor’s expense.• All items must be approved by CGP staff.

PRINT PRO GR AM ADVERTISEMENTRates are as follows:Full-page: $500 for sponsors & exhibitors, $1,000 for non-sponsoring or exhibiting companies.Half-page: $300 for sponsors & exhibitors, $600 for non-sponsoring or exhibiting companies.

MOBILE APP BANNER AD$500: Your company logo linked to your website will appear in a rotating banner at the top of the app activity feed and homepage during the entire conference.

MOBILE APP PUSH NOTIFICATION$200 per notification: Notify mobile app users of a promotion or brief update sent directly to their device’s home screen even when the conference app is closed. (Available to sponsors and exhibitors only.)

E VALUATION REDIREC T$250: After the CGP Conference concludes, hundreds of attendees provide feedback via an evaluation survey. After attendees complete the survey, they will be redirected to your website.

D O YOU HAVE QUES TIONS ON ANY OF THE SPONSORSHIPS?Contact Richard Ritter, Director of Membership317.269.6274 ext. 4, rritter@charitablegiftplanners.org

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IMPORTANT DATES AND DE ADLINES

January 13-22 Sponsorship Reservation Request forms accepted

January 23-28 Notification of sponsorship

January 29 Open registration for remaining sponsorships & exhibit booths begins

February 21 Deposits due (50% of total fee) for reserved sponsorships

June 5 Cancellations: Last day for 100% of total fee refund (minus 5% processing fee)

June 5 Total balances due for all sponsors & exhibitors

August 7 Last day for 50% of total sponsor/exhibitor fee refund *No refunds after this date

August 12 Excel attendee list available

August 31 Copy deadline for printed program

August 31 Exhibitor kits emailed by exhibit decorator

October 5 Hotel delivery deadline for tote bag inserts

October 7 Exhibit Set-up 12:00 – 5:00 p.m.Exhibit hall open 5:30 - 6:30 p.m. for Opening Reception

October 8 Exhibit hall open times: 7:30 – 8:30 a.m. 9:30 – 10:00 a.m. 11:00 – 11:30 a.m. 3:00 – 3:30 p.m.

October 9 Exhibit hall open times: 7:30 – 8:30 a.m. 9:30 – 10:00 a.m. 11:00 – 11:30 a.m.

Exhibit teardown times: 11:30 a.m. – 1:30 p.m. Please note: Teardown is not permitted before 11:30 a.m.

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1. CONTRACT FOR SPACE: The registration for space and formal notice of assignment and acceptance by CGP, with full payment of rental charges, constitute a contract for the right to use this space. No exhibitor will be allowed to set up unless CGP has received payment in full. 2. LOCATION, DATES, & HOURS: The exhibit location, dates, and hours will be as indicated. Exhibit Management reserves the right to make changes in the exhibit dates and/or hours; however, such changes will be made known as far in advance as possible. 3. INSTALLATION AND DISMANTLING: Installation may begin at 12 pm on Wednesday, October 7, and should be completed no later than 5pm the same day. It is mutually agreed that it is the duty and responsibility of each exhibitor to install his or her exhibit before the opening of the exhibition. ANY space not claimed and occupied by 5 p.m. on Wednesday, October 7 may be reassigned without refund. The exhibitor agrees not to dismantle or do any packing before 11:30 a.m. on Friday, October 9. The hall must be cleared by 1:30 p.m. on October 9. Labor to assist in erection, assembly, dismantling, packing, and unpacking of display must be arranged through the official show decorator. 4. USE OF SPACE: All demonstrations or other activities must be confined to the limits of the 10’ x 10’ exhibit booth area. The Exhibitor shall not assign or sublet any space allotted without the written consent of CGP. In addition, sharing of exhibit space by two or more companies or firms is discouraged. It is also prohibited for exhibitors to swap booths once conference materials have been printed. The exhibitor shall not display or place any product, sign partition, apparatus, shelving, or other construction that extends more than eight (8) feet above the floor. No interference with the light or view of other exhibitors will be permitted. Audio amplification is prohibited. 5. MARKETING: Any required permit to sell and/or collect tax on products sold in the exhibit booth is the responsibility of the exhibitor. It is expressly prohibited to perform mass emails or calls from a supplied attendee list. If an exhibitor or sponsor would like to solicit attendees via postal mail, please contact Richard Ritter for a mailing list at any time after August 12. 6. IRREGULAR CANVASSING: Distribution of circulars or promotional material may be made only within the booth or display area assigned to the exhibitor presenting the material, unless previous arrangements with Management have been made to distribute materials. Exhibitors may arrange with the Marriott Magnificent Mile Hotel for mass distribution of promotional materials to guest rooms. Said materials must be approved by CGP management. Exhibitors may also contract independently with the hotel to have items such as personal invitations or messages distributed. 7. RESTRICTIONS IN OPERATION OF EXHIBITS: CGP reserves the right to restrict exhibits that because of noise, method of operation, materials, or for any other reason, become objectionable, and also to prohibit or even evict any exhibit that in the opinion of CGP management may detract from the general character of the exhibit hall as a whole. This reservation includes persons, things, conduct, printed material, or anything of a character that the management determines is objectionable to the exhibit. In the event of such restriction or eviction, CGP is not liable for any refunds of rentals or other exhibit expenses. 8. CARE OF BUILDING AND EQUIPMENT: Exhibitors, or their guests, shall not injure or deface the walls or floors of the building, the booths, or the equipment of the booths or display areas. Nothing shall be posted on, tacked, nailed, screwed, or otherwise attached to columns, walls, floors, or other parts of the building or furniture. ANY damage in connection therewith will be at the expense of the exhibitor. All electrical wiring must conform to the Electrical Code of Chicago, Illinois. 9. MAINTENANCE OF EXHIBITS: All exhibits must be adequately staffed during exhibition hours. Exhibit booths may not be dismantled nor may any packing be done prior to the final closing time of the exhibit hall, at 11:30 am on Friday, October 9.

10. ADMISSION: Management shall have sole control over admission policies at all times. Management discourages children under the age of 18, including infants or children in strollers, from attending conference related events, including those in the exhibit hall. Most exhibitor packages include one complimentary full conference registration. Booth attendant registrations may be purchased at the rate of $350. If additional full conference registrations are needed, they may be purchased at the sponsor and exhibitor rate of $750. 11. CANCELLATIONS: All cancellations must be received in writing via e-mail to Richard Ritter: rritter@charitablegiftplanners.org. Phone cancellations are not accepted. Refunds will be granted according to the schedule outlined in our Important Dates and Deadlines document. 12. COMPETING EVENT: Hospitality/Meeting space in the host hotel is available for receptions, product demonstrations, meetings, etc. and must be approved by Management. Scheduling of private functions, cocktail parties or other events during exhibit hours or during any conference sessions or special functions is prohibited. 13. RULE CHANGES: Management reserves the right to modify or supplement these rules as it deems appropriate to the operation of the exhibit, and exhibitor agrees to be bound by them. Violations of any of these terms or regulations on the part of the exhibitor, its employees or agents shall, at the option of Management, constitute cause for Management to terminate this agreement, expel exhibitor from the exhibition, and exhibitor shall forfeit all fees paid to Management. 14. SELECTION OF EXHIBITORS: Only firms and organizations whose services or products are related to the purpose of CGP shall be permitted to exhibit. Management reserves the right to decline or prohibit any exhibit that in its judgment is inappropriate; this reservation being all-inclusive as to persons, things, printed matter, products, and conduct. 15. STORAGE: Storage space is not available for display material and/or show merchandise. Storage and drayage should be arranged through CGP’s exhibit service provider. 16. LIABILITY AND INSURANCE: CGP, the Marriott Magnificent Mile Hotel, the exhibit services contractor, or any other officers or staff members do not maintain insurance on behalf of exhibitors, and will not be responsible for the safety of the property of the exhibitors, including but not limited to, claims from theft, damage by flood, fire, loss, or accident. It is the sole responsibility of the Exhibitor to obtain interruption and property damage insurance covering such losses by the Exhibitor. 17. INDEMNIFICATION: The Exhibitor will not, and waives their right to do so, make a claim or demand against CGP, the Marriott Magnificent Mile Hotel, the exhibit services contractor, or any of their employees, representatives, or agents, for any injury including injury resulting in death, loss of or damage to property suffered or sustained by the Exhibitor or the Exhibitor’s employees, representatives, agents, or invitees, or by any other person or corporation, which is based upon, arises out of, or is connected directly or indirectly with the Exhibitor’s installation, removal, maintenance, occupancy, or use thereof or with the exhibition premises or part thereof. The Exhibitor will indemnify and save harmless CGP, the Marriott Magnificent Mile Hotel, the exhibit services contractor, or any of their employees, representatives, or agents from and against any and all claims, demands, awards, including awards made under the Workers’ Compensation Act or similar legislation, actions, and proceedings by whomsoever made, brought, or prosecuted, and from and against any and all loss, damages, or expenses suffered or incurred by CGP, the Marriott Magnificent Mile Hotel, the exhibit services contractor, or any of their employees, representatives, or agents, and which are based upon, arise out of, or are connected directly or indirectly with the Exhibitor’s installation, removal, maintenance, or use thereof or with the exhibition premises or part thereof.

RULES AND REGUL ATIONS

CONTAC T: Richard Ritter, Director of Membership317.269.6274 ext. 4, rritter@charitablegiftplanners.org

CGP Conference is hosted by the National Association of Charitable Gift Planners. The National Association of Charitable Gift Planners (CGP) is the leading organization setting standards for charitable gift planners. We bring members together to learn, connect and advocate. We provide education and resources that enrich and advance careers. We connect colleagues at all levels through our national network—including those who defined the field. We exist to serve our distinguished profession and bring to life the art and science of charitable gift planning.