2017 Invest in Others Awards Gala · Invest in Others Awards program. 11th Annual Invest in Others Awards Gala Thursday, September 28, 2017 Cipriani 42nd Street, New York City invest

SponsorshipOpportunities

2017Invest in Others Awards Gala

September 28, 2017

The Invest in Others 501(c)(3) Charitable Foundation is

supported by the financial services industry to amplify the

charitable work of financial advisors, employees, and their firms.

Invest in Others is a catalyst to channel philanthropy and

volunteerism to where it is needed most.

investinothers.org

Invest in Others was founded by the financial services industry in 2006

to make a difference in communities across the country and around the

world. To achieve this, we amplify the charitable work of financial advisors,

employees, and their firms by sharing their stories and awarding funding to

the non-profits they care so much about.

Over the past ten years, thanks to the ongoing support of our corporate

sponsors, we’ve recognized advisors from a diverse range of firms, from

wirehouses and independent broker-dealers to RIAs, and partnered with

charities across a spectrum of causes.

Today, Invest in Others is the premier, industry-wide non-profit dedicated

to recognizing, encouraging, and supporting the charitable work of

financial advisors and the advisory industry.

ourstory

1INVEST IN OTHERS

board ofdirectors

Sterling T. SheaAssociate Publisher,

Head of Advisory ProgramsBarron’s

Kate Healy Managing Director, Marketing

TD Ameritrade Institutional

Robert J. MooreCEO

Cetera Financial Group

Erica McGinnisDirector

Invest in Others

William MorrisseyManaging Director & Divisional President

LPL Financial

Megan McAuleyExecutive Director &

PresidentInvest in Others

John HylandTreasurer

Invest in Others

Managing DirectorPrivate Advisor Group

Guy Adami CNBC Contributor

Derek BrutonManaging Director

Oppenheimer & Co. Inc.

David E. CanterEVP, Head of the RIA Segment

Fidelity Clearing andCustody Solutions

Jennifer ConnellyCEO

JConnelly

Tom HalloranPresident

Voya Financial Advisors, Inc.

Jamie PricePresident & CEOAdvisor Group

2 INVEST IN OTHERS

Jeffrey VivacquaSVP, Marketing,

Cambridge Investment Research, Inc.

President, Continuity Partners Group, LLC

John PaveseManaging Director

Head of Relationship ManagementMerrill Lynch

Meghan PeacheySVP, Global Relationships

Natixis Global Asset Management

Jim JesseePresident

MFS Fund Distributors, Inc.

Carl Katerndahl Executive Vice President

Nuveen Investments

Suzanne Siracuse Chair of the Board

Invest in Others

VP/PublisherInvestmentNews

Bob OrosCEO

HD Vest

Michael KellyChief Investment Officer

FS Investments

Trap KlomanCFO

Commonwealth Financial Network

David J. FrenierePartner

Markun Zusman Freniere Compton, LLP

Robert DeChellisVice Chair

Invest in Others

President & Chief StrategistAllianz Exchange

Mark GoldbergClerk

Invest in Others

CEO, Griffin Capital SecuritiesEVP, Griffin Capital Company

3INVEST IN OTHERS

The Invest in Others Awards program recognizes the charitable

work of financial advisors and financial services companies in their

communities.

By recognizing those that are making a difference, we promote

philanthropy and encourage others to get involved. Since 2006, Invest

in Others has donated more than $2 million to a variety of causes

supported by the individuals and companies recognized through the

Invest in Others Awards program.

11th Annual Invest in Others Awards Gala

Thursday, September 28, 2017

Cipriani 42nd Street, New York City

invest in othersawards program

We honor philanthropy through awards in six categories; Catalyst,

Community Service, Corporate Philanthropy, Global Community

Impact, Volunteer of the Year, and Lifetime Achievement. Awards

are presented at our signature event, the annual Invest in Others

Gala. Over 500 advisors and financial services executives attend this

premier event each year to celebrate the individuals and companies

that actively give back to their communities.

thegala

“This is one of the

industry’s premier, must-

attend events. The energy

in the room is unbelievable

with more than 500 people

coming together for a

common cause. Everyone

leaves inspired to do more

to make a difference. It’s a

can’t miss.”

Guy AdamiBoard Member and CNBC Contributor

4 INVEST IN OTHERS

We would like to extend a very special thank you to the corporate

sponsors listed below for their support of the Invest in Others Awards

Gala.

• Advisor Group, Inc.

• AIG

• AllianceBernstein

• Allianz

• AMG Funds

• AXA Distributors

• BlackRock

• Bluerock Capital Markets, LLC

• BNY Mellon

• Broadridge Financial Solutions

• Cambridge Investment Research

• Carson Group Holdings, LLC

• Cetera Financial Group

• Charles Schwab & Co., Inc.

• CION Investment Corporation

• CNL Financial Group

• Cole Capital

• Commonwealth Financial Network

• Dechert LLP

• Deloitte

• DNA Creative

• DST

• Eaton Vance / NextShares by Eaton Vance

• eMoney Advisor

• Fidelity Investments

• First Allied Securities

• Foresters Financial

• FS Investments

• Franklin Templeton

• Griffin Capital Corporation

• InvestmentNews

• John Hancock Investments

• Ladenburg Thalmann Financial Services

• Legg Mason Global Asset Management

• Lord Abbett & Co. LLC

• LPL Financial

• Merrill Lynch

• MFS

• National Life Group / Sentinel Investments

• Nationwide

• Natixis Global Asset Management

• New York Life / MainStay Investments

• Nuveen

• OppenheimerFunds

• Pershing, a BNY Mellon Company

• PIMCO

• Pioneer Investments

• Principal Global Investors

• Private Advisor Group

• Putnam Investments

• Raymond James Financial Services

• Resource Real Estate, Inc.

• RIA Database

• RSM US LLP

• State Street Global Advisors SPDR

• TD Ameritrade Institutional

• Thomson Reuters

• Touchstone Investments

• Transamerica Capital, Inc.

• Triloma

• USCF

• U.S. Executive Search & Consulting, Inc.

• Voya Financial

• Willkie Farr & Gallagher LLP

• W.P. Carey

2016contributors

“After winning the Invest

in Others award, the NYCP

message spread to friends

and clients, who in turn are

now more engaged with the

issues. Our firm’s staff got

involved with the NYCP by

preparing and distributing

food packages. It was truly a

win-win!”

Karen AltfestAltfest Personal Wealth Management

2012 Community Service Award Winner

New York Common Pantry (NYCP)

5INVEST IN OTHERS

Invest in Others Awards Gala Benefits• On stage presentation to one category winner

• Gobo logo signage during the Invest in Others Awards Gala

• Two tables of 12 with premier location

• Sponsor of the pre-dinner cocktail reception

• Prominent logo recognition on event signage and sponsored table

• On stage sponsor recognition from IIO leadership

Media Benefits • One 10x14” full-page, 4 color congratulatory ad in

InvestmentNews pre-event issue

• One 10x14” full-page, 4 color congratulatory ad in InvestmentNews post-event issue

• Donor recognition in the InvestmentNews post-event issue

• Sponsor acknowledgement in event press releases

Private Reception at NASDAQ • Host a private reception at the NASDAQ for up to 15

guests

• Event date will be coordinated through IIO

• Sponsor company is responsible for event logistics and all costs associated with the event, including the venue, food and beverage

• After the taping of CNBC’s Fast Money, Guy Adami will be available for a meet and greet

• Photo opportunities available

Promotional Recognition • Premier Diamond-level color congratulatory ad in the

Gala Program

• Sponsor acknowledgement in the Gala Program

• Company executive featured in Voices from the Field

• Prominent linked logo recognition on the homepage of investinothers.org

• Logo recognition on IIO program communications throughout the year

IIO Day of Service• Invitation to participate in the Day of Service

• Logo inclusion on the Day of Service t-shirts

2017sponsorship Diamond Presenting Sponsor - $75,000

2 Sponsorships Available

packages

6 INVEST IN OTHERS

Invest in Others Awards Gala Benefits• On stage presentation at the Invest in Others Awards

Gala (limited availability on a first come basis)

• Gobo logo signage during the Gala

• Table of 12 with prime location

• Prominent logo recognition on event signage and sponsored table


Media Benefits• 10x14” full-page, 4 color congratulatory ad in

InvestmentNews


Promotional Recognition• Platinum-level color congratulatory ad in the Gala

Program



• Linked logo recognition on the homepage of investinothers.org

• Logo recognition on IIO program communications throughout the year

Live Viewing of Fast Money• Host 10 guests for a viewing of CNBC’s Fast Money

• Booking will be handled through IIO

• Guy Adami will be available following the taping for a meet and greet and photos


• Logo inclusion on the Day of Service t-shirts

2017sponsorship Platinum Sponsor - $50,000

packages

7INVEST IN OTHERS

Invest in Others Awards Gala Benefits• Table of 10 with prime location

• Logo recognition on event signage and sponsored table


Media Benefits• 8x10” black & white congratulatory ad in InvestmentNews


Promotional Recognition• Gold-level color congratulatory ad in the Gala Program



• Sponsorship logo recognition on investinothers.org


Invest in Others Awards Gala Benefits• Table of 10 with select location

• Logo recognition on event signage and sponsored table


Media Benefits• 6x6” black & white congratulatory ad in InvestmentNews


Promotional Recognition• Silver-level color congratulatory ad in the Gala Program


• Sponsorship recognition on investinothers.org

2017sponsorship Gold Sponsor $25,000

Silver Sponsor - $15,000

packages

“We went from raising about

$100,000 a year before 2012

to over $250,000 a year on

average since then thanks in

large part to the visibility we

received from the award.”

Scott SweatAOG Wealth Management

2012 Global Community ImpactAward Winner

David’s Hope International

8 INVEST IN OTHERS

Invest in Others Awards Gala Benefits• Four dinner tickets to the Invest in Others Awards Gala

• Friend recognition on event signage

Promotional Recognition• Friend acknowledgement in the Gala Program


Invest in Others Awards Gala • One ticket to the all-attendee cocktail reception and dinner

• Ticket purchases are based on availability and limited to two per person

Full Page Color Ad: $2,500 • Half Page Color Ad: $1,000

Invest in Others Awards Gala Benefits• Table of 10 with select location

• Sponsor recognition on event signage and sponsored table


Media Benefits• Donor recognition in the InvestmentNews post-event issue

Promotional Recognition• Sponsor acknowledgement in the Gala Program


2017sponsorship

Friends of IIO - $5,000

Individual Dinner Ticket - $1,000

Gala Program Congratulatory Advertisements

Table Sponsor - $10,000

packages

AdditionalDonations

You can also support the

Invest in Others Charitable

Foundation by making a

tax-deductible contribution

directly to our Foundation.

Checks can be made payable to: Invest in Others

Charitable Foundation 275 Grove Street, Suite 2-400

Newton, Massachusetts 02466

First Time Sponsors

Contact Us:

[email protected]

investinothers.org

Thank you for your interest in partnering with Invest in

Others to make a difference in communities across the

country and around the world.

Want to Donate?

Any donations should be mailed to the address below made payable to:

Invest in Others Charitable Foundation275 Grove Street, Suite 2-400

Newton, MA 02466

Documents

2017 Invest in Others Awards Gala · Invest in Others Awards program. 11th Annual Invest in Others Awards Gala Thursday, September 28, 2017 Cipriani 42nd Street, New York City invest