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Sponsor & Exhibitor Invitation We are excited to invite you to participate as an exhibitor or sponsor at our upcoming conference in Seattle. We encourage you to take advantage of the enclosed exhibitor and sponsorship opportunities while they last as we have a limited number of exhibitor spaces and they will be filled on a first-come, first-served basis. To secure participation, please complete and return the form found on the last page of this packet along with full payment as soon as possible, but no later than March 1, 2018. If you have any questions, please contact our office at [email protected] or 770-874-3355. April 25 - 27, 2018 Sheraton Seattle Hotel 1400 6th Avenue Seattle, WA 98101
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Sponsor & Exhibitor Invitation - acga-web.org reasons your organization should participate as a sponsor or exhibitor: ... A company’s trade show exhibit is a marketing opportunity

Apr 27, 2018

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Page 1: Sponsor & Exhibitor Invitation - acga-web.org reasons your organization should participate as a sponsor or exhibitor: ... A company’s trade show exhibit is a marketing opportunity

Sponsor & Exhibitor Invitation We are excited to invite you to participate as an exhibitor or sponsor at our upcoming conference in Seattle. We encourage you to take advantage of the enclosed exhibitor and sponsorship opportunities while they last as we have a limited number of exhibitor spaces and they will be filled on a first-come, first-served basis. To secure participation, please complete and return the form

found on the last page of this packet along with full payment as soon as possible, but no later than March 1, 2018. If you have any questions, please contact our office at [email protected] or 770-874-3355.

April 25 - 27, 2018 Sheraton Seattle Hotel 1400 6th Avenue Seattle, WA 98101

Page 2: Sponsor & Exhibitor Invitation - acga-web.org reasons your organization should participate as a sponsor or exhibitor: ... A company’s trade show exhibit is a marketing opportunity

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A C G A • 1 2 6 0 Wi nc h es t er P k w y S E , S u i t e 2 0 5 • S my r na , G A 3 0 0 8 0 • 7 7 0 - 8 7 4 - 3 3 5 5 Pa g e 2 o f 7

Why Exhibit at the ACGA Conference?

Generate sales leads Enhance your image and visibility

Reach a target audience Establish a presence in the marketplace

Improve the efficiency of your marketing efforts Personally meet your customers & prospects

Prospect for new customers Introduce new products and services

Demonstrate your product Educate your target audience

A Unique Opportunity The ACGA biennial conference provides a unique opportunity to reach gift planning professionals. The ACGA conference is one of the longest running planned giving conferences in the industry, providing education to the nonprofit community since 1927. Below are a few reasons your organization should participate as a sponsor or exhibitor:

• Reach over 500 gift planning professionals • Market to 300 different organizations • High visibility in our exhibit hall where we serve our continental breakfast and breaks, driving traffic to your booth • One-time use of our attendee list • Diverse group of attendees including organizations based in religion, education, arts, healthcare, community foundations, social

service, as well as other non-profits

Make the Most of your Exhibit A company’s trade show exhibit is a marketing opportunity - the chance to make a quick impression on buyers and convince them to come to the booth and a vital part of an effective, integrated marketing effort. But since the chance to grab a potential customer’s attention passes quickly for an exhibitor (three seconds is all you get), the right booth design is critical. In addition, an exhibitor’s return on investment is dependent upon the booth’s effectiveness, as is a corporate exhibit manager’s individual success. Exhibits can be utilized to introduce new products, introduce or reinforce brand, or generate market recognition of an established product or service. How can an exhibitor get the most out of an exhibit? Here are some tips for achieving the perfect blend of design and effective marketing message:

• Design the booth so visitors can navigate easily without feeling crowded. Keep the atmosphere intimate, and remove any barriers between yourself and your audience.

• Develop a realistic show budget that allocates money where it is needed. • Keep the message simple so as not to overload visitors with information. • Have a clear goal and make it specific. Don’t try to accomplish too much. Make your goals measurable in order to gauge the

exhibit’s effectiveness after the show. Use signs and graphics to focus visitors’ attention on your message. • Use product demonstrations for visitors’ memorability. Be sure they tie in with your product message. • Address the needs of the target audience. • Consider offering a giveaway or promotional product that conveys your message in a way that ties in with the exhibit’s theme. • Think integrated marketing: brand your exhibit through your promotional activities, via the internet, etc. • Using these guidelines can help you create an effective, and cost-effective, trade show exhibit.

Page 3: Sponsor & Exhibitor Invitation - acga-web.org reasons your organization should participate as a sponsor or exhibitor: ... A company’s trade show exhibit is a marketing opportunity

R e a c h i n g N e w H e i g h t s i n G i f t P l a n n i n g A p r i l 2 5 - 2 7 , 2 0 1 8

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Sponsorship Opportunities

Principal Conference Sponsor ........................................................................................................... $20,000 • Your organization’s logo will be imprinted on tote bags distributed to all conference attendees • Your organization will be recognized at the opening dinner by the conference chair and on screen • Your representative will introduce the Keynote speaker • VIP table seating for the opening dinner (for up to 10 people) • Your organization’s logo in the electronic conference proceedings, app, website, session start screens and printed program • Exhibit booth and all benefits listed under “Exhibit Booth Opportunities”

App Sponsor .................................................................................................................................... $9,500

• Your organization’s logo included within the app, available to all conference attendees with smartphones and tablets, and in all promotional communications to conference attendees about the app

• Your organization will be recognized at the opening dinner by the conference chair and on screen • VIP table seating for the opening dinner (for up to 10 people) • Your organization’s logo in the electronic conference proceedings, app, website, session start screens and printed program • Exhibit booth and all benefits listed under “Exhibit Booth Opportunities”

Track Sponsor (3 Available, Fundamentals; Intermediate/Advanced; Financial, Investment, Administrative) ... $8,000/ea.

• Your organization will be recognized at the start of each session in your track by the session moderator and on screen • Your representative will introduce the session speaker • Your organization’s logo in the electronic conference proceedings, app, website, session start screens and printed program • Exhibit booth and all benefits listed under “Exhibit Booth Opportunities”

Rates Luncheon Sponsor (Thursday, April 26) ...................................................................................... $7,500

• Your organization will be recognized at the rates luncheon by the conference chair and on screen • Your representative will introduce the rates luncheon speaker • VIP table seating for the rates luncheon (for up to 10 people) • Your organization’s logo in the electronic conference proceedings, app, website, session start screens and printed program • Exhibit booth and all benefits listed under “Exhibit Booth Opportunities”

Closing Breakfast Sponsor (Friday, April 27) ....................................................................................... $6,500

• Your organization will be recognized at the closing breakfast by the conference chair and on screen • Your representative will introduce the closing breakfast speaker • VIP table seating for the closing breakfast (for up to 10 people) • Your organization’s logo in the electronic conference proceedings, app, website, session start screens and printed program • Exhibit booth and all benefits listed under “Exhibit Booth Opportunities”

Opening Reception Sponsor (Wednesday, April 25) ............................................................................... $6,500

• Your organization will be recognized at the reception by the conference chair and on screen • Your representative will have an opportunity to speak during the reception • Your organization’s logo in the electronic conference proceedings, app, website, session start screens and printed program • Exhibit booth and all benefits listed under “Exhibit Booth Opportunities”

Symposium Sponsor (2 available – Wednesday, April 25) ................................................................. $6,000/ea.

• Your organization will be recognized at the symposium by the conference chair and on screen • Your representative will introduce the symposium speaker • Your organization’s logo in the electronic conference proceedings, app, website, session start screens and printed program • Exhibit booth and all benefits listed under “Exhibit Booth Opportunities”

Name Badge Sponsor ........................................................................................................................ $6,000

• Your organization’s logo will be imprinted on name badge holders distributed to all conference attendees • Your organization’s logo in the electronic conference proceedings, app, website, session start screens and printed program • Exhibit booth and all benefits listed under “Exhibit Booth Opportunities”

Mt. Rainier Reception Sponsor (Thursday, April 26) ............................................................................. $5,000

• Your organization will be recognized at the reception by the conference chair and on screen • Your representative will have an opportunity to speak during the reception • Your organization’s logo in the electronic conference proceedings, app, website, session start screens and printed program • Exhibit booth and all benefits listed under “Exhibit Booth Opportunities”

Page 4: Sponsor & Exhibitor Invitation - acga-web.org reasons your organization should participate as a sponsor or exhibitor: ... A company’s trade show exhibit is a marketing opportunity

R e a c h i n g N e w H e i g h t s i n G i f t P l a n n i n g A p r i l 2 5 - 2 7 , 2 0 1 8

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Wi-Fi Sponsor .................................................................................................................................. $4,500 • Your organization logo will appear in the conference app, available to all conference attendees with smartphones and tablets • Your organization’s logo in the electronic conference proceedings, app, website, session start screens and printed program • Exhibit booth and all benefits listed under “Exhibit Booth Opportunities”

Refreshment Break Sponsor (3 available - (2) Thursday, April 26 & (1) Friday, April 27) ...................... $4,000/ea.

• Signage in refreshment break area will recognize your participation • Your organization’s logo in the electronic conference proceedings, app, website, session start screens and printed program • Exhibit booth and all benefits listed under “Exhibit Booth Opportunities”

Exhibit Booth Opportunities

Exhibit Booth ···························································································································· $2,000/ea. • Each 10’ x 10’ exhibit booth space has: an 8’ high back wall, 3’ high side drape, one-line ID sign, one 6’ skirted table, two side

chairs and one wastebasket • Complimentary conference registration for one person • In-App listing with ability to upload documents for attendees • Full page ad in the electronic conference proceedings • Your organization’s name in the electronic conference proceedings, app, exhibit hall signage, printed program, and session

start screens • Space in ACGA’s Virtual Exhibit Hall on the ACGA website • One-time use of attendee mailing list

Additional Conference Attendees ····································································································· $575/ea.

• Option to purchase additional full-conference registrations for employees of your organization at a discounted rate

Other Opportunities

Attendee Item Sponsor • Luggage Tag or Thumb Drive ............................................................................................ $3,000/ea.

• Your organization’s logo will be imprinted on luggage tags OR thumb drive • Your organization’s logo in the electronic conference proceedings, app, website, session start screens and printed

program • Hotel Key Card ...................................................................................................................... $2,000

• Your organization’s logo will be imprinted on the hotel key card, distributed to all conference attendees staying at the conference hotel

• Your organization’s logo in the electronic conference proceedings, app, website, session start screens and printed program

Continental Breakfast Sponsor (Thursday, April 26) .............................................................................. $2,000

• Signage in breakfast area will recognize your participation • Your organization’s logo in the electronic conference proceedings, app, website, session start screens and printed program

In-App Banner Sponsor (3 available – only as add on with conference sponsorships) ............................ $2,000/ea.

• Your organization’s banner ad will be contained in the app, available to all conference attendees with smartphones and tablets

App Push Notifications (8 available – only as add on with conference sponsorships) ............................... $500/ea.

• Your organization can send a pre-scheduled push notification via the conference app, available to all conference attendees with smartphones and tablets

NOTE: In Kind Sponsorships & Room Drops will be considered. Please contact the ACGA Executive Office for options and pricing information.

Page 5: Sponsor & Exhibitor Invitation - acga-web.org reasons your organization should participate as a sponsor or exhibitor: ... A company’s trade show exhibit is a marketing opportunity

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Policies & Guidelines Cancellation Policy All cancellations must be received in writing, by fax or e-mail. Any organization that cancels its participation will have the opportunity to retain space in the ACGA Virtual Exhibit Hall for a fee of $350. Phone cancellations cannot be accepted. Refunds will be granted according to the following schedule:

Before January 4, 2018 Full refund less $200

January 4 – January 31, 2018 Full refund less $350

February 1 – March 1, 2018 50% of total fee

After March 1, 2018 No refund

NOTE: Refunds for cancellation will not be issued until after the conference.

Display Time Exhibitor set-up will take place on Wednesday, April 25, 2018 from 12:30PM - 5:00PM and should be in place no later than 5:00PM. To avoid distraction in the exhibit area, displays are to remain in place until show hours are over, approximately 12:00 PM on Friday, April 27, 2018. Any exhibitor failing to occupy contracted space is not relieved of their obligation of paying for such space at the full rental price. ACGA reserves the right to use unoccupied booth space appropriately to eliminate blank space in the exhibit hall if such space is not occupied by 5:00 PM on Wednesday, April 25, 2018. Liability TO THE GREATEST EXTENT ALLOWED BY APPLICABLE LAW, THE AMERICAN COUNCIL ON GIFT ANNUITIES, ITS OFFICERS, DIRECTORS, AGENTS, AND THOSE INDIVIDUALS WHO ARE EMPLOYED IN CONNECTION WITH THE 2018 CONFERENCE SHALL NOT BE RESPONSIBLE FOR ANY LOSS RESULTING FROM ACCIDENT, FIRE, NATURAL DISASTER, OR THEFT OF ANY EXHIBIT OR PART OF EXHIBIT OR FOR ANY CAUSE WHATSOEVER, INCLUDING ACCIDENT OR INJURY TO EXHIBITORS, THEIR EMPLOYEES, AGENTS, THE PUBLIC AND OTHERS DURING, OR SUBSEQUENT TO THE PERIOD COVERED BY THE EXHIBIT SPACE CONTRACT. THE EXHIBITOR ASSUMES ENTIRE RESPONSIBILITY AND HEREBY AGREES TO PROTECT, INDEMNIFY, DEFEND, AND HOLD HARMLESS THE ACGA AND THEIR STAFF/AGENTS AGAINST ALL CLAIMS, LOSSES, AND DAMAGES OF ANY KIND, INCLUDING, WITHOUT LIMITATION, ANY FINES AND ATTORNEY’S FEES, ARISING OUT OF OR CAUSED BY THE EXHIBITORS INSTALLATION, REMOVAL AND MAINTENANCE OF ITS EXHIBIT, OR USE OF EXHIBITION PREMISES OR A PART THEREOF. FURTHER, THE EXHIBITOR AGREES TO PAY THE SHERATON SEATTLE HOTEL FOR ANY OR ALL DAMAGES TO THE BUILDING OR ITS EQUIPMENT INCURRED THROUGH CARELESSNESS OR OTHERWISE BY THE EXHIBITOR OR ITS AGENTS. THE EXHIBITOR ACKNOWLEDGES THAT THE ACGA AND THE SHERATON SEATTLE HOTEL DO NOT MAINTAIN INSURANCE COVERING EXHIBITOR’S PROPERTY. Certificate of Insurance Exhibitors must maintain Commercial General Liability, including Contractual Liability, insurance. The limits for bodily injury and property damage combined shall be at least $1,000,000. All property of the Exhibitor is understood to remain in its custody and control in transit to and from the confines of the exhibit hall, subject to the Official Rules and Regulations on the Exhibit Space Contract. The ACGA must be named as an additional insured on the certificate. These certificates must be provided to the ACGA within 14 days of submitting your sponsor/exhibitor agreement on page 7. The exhibit hall will be secured during the evening hours when the exhibit hall is closed. Please do not leave valuables in the exhibit hall unattended at any time. Restrictions Exhibitors planning to dispense food or beverage (other than candy bowls) must have the approval of the ACGA and must make arrangements directly with the Sheraton Seattle. Use of uncommon sound or attention-getting devices is prohibited. Direct sales of exhibitors’ merchandise during the period of the conference are not permitted. The 33rd ACGA Conference is a private trade show featuring products and services used by the charitable community. The American Council on Gift Annuities (ACGA) reserves the right to refuse advertising or exhibit space to any individual or company whose display of products or services is not compatible with ACGA’s mission, standards, or objectives. The ACGA reserves the right to regulate exhibits against objectionable features and disruptive activities.

Page 6: Sponsor & Exhibitor Invitation - acga-web.org reasons your organization should participate as a sponsor or exhibitor: ... A company’s trade show exhibit is a marketing opportunity

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Important Information from the Exhibit Contractor

Exhibit Labor Jurisdiction Exhibitors must utilize the Official Service Contractor, who provides quality union labor to install and dismantle displays. Full-time employees of the exhibiting companies, however, may install and dismantle their own exhibits without assistance from the Union for booths less than 300 square feet as long as the exhibit can be installed and dismantled utilizing no more than one (1) full-time company employee in a half-hour or less without the use of tools or ladders. Labor required in excess of this must be ordered through the Official Service Contractor. Additional fees will apply. Material/Freight Handling Jurisdiction The Official Service Contractor has the responsibility of receiving and handling all exhibit materials and empty crates. It is the service contractor’s responsibility to manage docks and schedule vehicles for the smooth and efficient move-in and move-out of the exhibition. The official service contractor will have complete control of the loading docks at all times. Full-time employees of exhibiting companies may “hand carry” what one person can carry, provided they do not use material handling equipment (dollies, hand trucks, pallet jacks or other mechanical equipment) and that they contact the Official Service Contractor for additional details regarding “hand carrying” materials prior to arrival. Please coordinate with the official service contractor to coordinate a time to access the dock. The official service contractor will not be responsible, however, for any materials they do not handle. All exhibitors are expected to comply with any union requirements in effect and as outlined in the “Carpenters Union Jurisdiction in Seattle, WA.” A few months prior to the start of the event, you will receive an “Exhibitor Kit” that will contain detailed information and instructions along with the ACGA Exhibitor policies. Gratuities Tipping is expressly prohibited. The work rules prohibit the SOLICITATION OR ACCEPTANCE of tips in cash, product or gifts in kind by any employee (union or non-union). The employees are paid appropriate wages denoting professional status, therefore tipping of any kind is not allowed. Any attempt to solicit a gratuity by an employee for any service should be reported immediately to the Exhibit Manager and Official Service Contractor Specifications for Advertisement in Conference Proceedings Please supply artwork using the following specifications as soon as possible, but no later than March 1, 2018:

• A full-page color ad (7.5”w x 10”h) • Artwork and photos created as digital files with a resolution of no less than 300 dpi for best results at 100%. • Preferred file formats are EPS or PDF. Other formats may be acceptable (JPEG, PNG), however, additional charges may

apply and results may vary. Avoid using graphics from web pages, as these are low resolution and will appear noticeably pixilated when printed.

• Remember to include all fonts used in your layouts. • Please send files to [email protected] or via mail on a USB key/CD to:

American Council on Gift Annuities 1260 Winchester Pkwy., SE, Suite 205 Smyrna, GA 30080-6546

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2018 Sponsor & Exhibit Contract Please choose from the sponsor, exhibit and advertising options below (details contained on page 3 & 4) Principal Conference Sponsor ........................................................................................................................... $20,000 $

App Sponsor ........................................................................................................................................................ $9,500 Crescendo

Track Sponsor (3 available – circle one: Fundamentals Intermediate/Advanced Financial/Admin) .......... $8,000 $

Rates Luncheon Sponsor ..................................................................................................................................... $7,500 TIAA Kaspick

Closing Breakfast Sponsor ................................................................................................................................... $6,500 State Street Global Advisors

Opening Reception Sponsor (Friday, 4/25)......................................................................................................... $6,500 Pentera

Symposium Sponsor (0 available) ................................................................................................................. $6,000/ea. PNC Institutional Advisory Solutions HighGround Advisors

Name Badge Sponsor .......................................................................................................................................... $6,000 Stelter

Mt. Rainier Reception Sponsor (Thursday, 4/26) ............................................................................................... $5,000 $

Wi-Fi Sponsor ...................................................................................................................................................... $4,500 US Bank

Refreshment Break Sponsor (32 available - (21) Thursday, 4/26 & (1) Friday, 4/27)................................... $4,000/ea. $ Thursday AM - MetLife

Exhibit Booth....................................................................................................................................................... $2,000 $

Additional Booth Personnel (includes a conference registration) ............................................................................... $575/ea. $

Attendee Item Sponsor Luggage Tag or Thumb Drive/USB Key.................................................................................... $3,000/ea. Hotel Key Cards ................................................................................................................................. $2,000

$ Thumb Drive - Sharpe Group Hotel Key Card – PG Calc

Continental Breakfast Sponsor (Thursday, 4/26) ................................................................................................ $2,000 Evergreen Planned Giving

In-App Banner Sponsor (0 available) ................................................................................................................... $2,000 TIAA Kaspick

Push Notifications (8 6 available) $500/ea. $

TOTAL: $

Company: _____________________________________________________________________________________________________

Primary Contact: _______________________________________________________________________________________________

Address: ______________________________________________________________________________________________________

City: _________________________________ State: _______________________________________ Zip code: _________________

Phone: ____________________________ Fax: _________________________ Email: ______________________________________

Booth Personnel Included with Registration: __________________________________________________________________________

Additional Booth Personnel: ______________________________________________________________________________________ NOTE: All cancellations must be received in writing, by fax or e-mail and receipt confirmed by ACGA. Phone cancellations cannot be accepted. Any organization that cancels its participation will have the opportunity to retain space in the ACGA Virtual Exhibit Hall for a fee of $350. Refunds will be granted according to the cancellation schedule on page 5 of this packet.

PLEASE MAKE CHECK PAYABLE TO ACGA OR PROVIDE CREDIT CARD INFO: ___ Check ___ AMEX ___ MasterCard ___ Visa

Name as it appears on credit card: _________________________________________________________________________________

Cardholder signature: ___________________________________________________________________________________________

Card#: ________________________________________________ Exp. Date: _______ Security code: _______________________

Signature: ________________________________________________________________________________________________ My signature on this exhibitor contract confirms that I understand and agree to the guidelines and policies on pages 5 & 6, including: cancellation/refund policy, display times, liability, certificate of insurance, exhibit hall restrictions, freight handling, and the ACGA Exhibit Policies as outlined. Return application, full payment and digital ad file no later than March 1, 2018 (website will be updated as sponsorships are received): ACGA (American Council on Gift Annuities) 1260 Winchester Parkway SE, Suite 205, Smyrna, GA 30080-6546 Questions? Contact ACGA at 770-874-3355 or [email protected]