Wednesday 7 December 14:00 14:45 Thursday 8 December 12:00 12:45

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1 The Regular Giving Conference is a comprehensive programme for annual and regular giving professionals working in education. The conference is chaired by CASE Europe volunteers Kat Carter, Annual Giving Manager, University of Southampton and Simon Buttenshaw, Head of Development (Regular Giving), University of Nottingham. The programme features fundamental and innovation sessions, with emphasis on practical solutions and interactive learning. The sessions are programmed with annual fund and regular giving professionals in mind, who wish to gain fresh ideas, learn valuable new skills, and network with their peers to succeed in their careers and improve their institution s fund raising practices. Delegates have the option to choose from a wide variety of topics covered, including digital innovations, annual giving campaigns, the essentials of stewardship and developing your case for support. The Regular Giving Conference has sponsorship and exhibition opportunities available for commercial service providers. As a sponsor you can show your support for the conference and fundraisers. As an exhibitor you will come into direct contact with education fundraisers working in Europe primarily within the UK, and have opportunities for networking with current and prospective clients. Returning this year: showcase speaking sessions! The conference programme has allocated four 45-minute slots to allow for-profit companies to deliver a presentation to delegates. The schedule for showcase sessions: Wednesday 7 December 14:00 14:45 Thursday 8 December 12:00 12:45 Showcase speaker sessions are sold separately from sponsorship and exhibition. However sponsors will have the first rights to purchase a showcase speaker session until 21 October, when they will become available to exhibitors and other for-profit representatives after this date. The programme is targeting delegates who are annual giving officers/managers and heads of annual giving; individual giving officers/managers; stewardship officers/managers; alumni relations officers/managers; and heads/directors of development and other colleagues with overall fundraising responsibility in their institution. Past participants have been responsible for a variety of roles from annual and regular giving to individual giving, development, direct marketing, alumni relations and supporter engagement. More information about the conference and programme is available here: CASE - Programme

2 SPONSORSHIP OPPORTUNITIES There are five sponsorship opportunities available. As a contributing sponsor to the conference you receive the following standard package: Acknowledgement of sponsorship (logo) on cover of conference on-site programme Acknowledgement and company logo (w/ link) on conference web site and marketing materials (if time permits) Six-foot table top exhibition space with company description and contact information in the onsite programme (includes one table, two chairs, table cloth, Wi-fi, and standard electrical mains). Company literature in the delegate pack (up to A4 size or smaller, double-sided single sheet, printed by the company) Up to 2 complimentary exhibit representative/delegate places for main conference, including refreshments, lunches, dinner on Wednesday at venue. Pre-conference mailing list (names and mailing addresses of those who opt-in), full delegate list at conference (hard copy only), post-conference mailing list (names and mailing addresses of those who opt-in) Sponsorship Level 1: Principal sponsor 3,000 + VAT No longer available As a contributor to the conference, in addition to the standard sponsorship package, you receive: Exclusive principal sponsorship acknowledgement during the breakout sessions Acknowledgement from the podium during the welcoming and closing comments of the conference Acknowledgement (including company logo) on the session holding slide at all breakout sessions Two complimentary delegate/stand representatives to attend the main conference, including refreshments, lunches and dinner. Company brochure/goodie placed on the table or seats at breakout sessions Table top exhibition space of your choice (if selected by 21 October; first come basis) Company logo in first position on the conference programme Company logo (or name, when applicable) in first position on all print and digital conference materials and communications

3 Sponsorship Level 2 Reception and dinner sponsor 2,500 + VAT No longer available As a contributor to the conference, in addition to the standard sponsorship package, you receive: Exclusive reception and dinner sponsorship Acknowledgement during welcoming comments, and company logo on the menu Two complimentary delegate/stand representatives to attend the main conference, including refreshments, lunches and dinner. Company brochure/goodie placed on the table or seats at the dinner Table top exhibition space of your choice (if selected by 21 October, first come basis) Company logo in second position, alpha order on the conference programme Company logo (or name, when applicable) in second position, alpha order on all print and digital conference materials and communications Sponsorship Level 2 Plenary Sponsorship (opening and closing) 2,500 + VAT - No longer available As a contributor to the conference, in addition to the standard sponsorship package, you receive: Exclusive sponsorship of the opening and closing plenary sessions Acknowledgement from the podium during welcoming and closing comments of the conference (during the opening and closing plenary), including company logo on each plenary holding slide Two complimentary delegate/stand representatives to attend the main conference, including refreshments, lunches and dinner. Company brochure/goodie placed on the seats at the plenary sessions Table top exhibition space of your choice (if selected by 21 October, first come basis) Company logo in second position, alpha order on the conference programme Company logo (or name, when applicable) in second position, alpha order on all print and digital conference materials and communications Sponsorship Level 3 Sponsorship of the refreshment breaks and lunches 2,000 + VAT (up to two sponsors available) As a contributor to the conference, in addition to the standard sponsorship package, you receive: Acknowledgement (A2 easel sign and table tents/cards) at the refreshment breaks and lunches Two complimentary delegate/stand representatives to attend the main conference, including refreshments, lunches and dinner. Table top exhibition space of your choice (if selected by 21 October, first come basis) Company logo in third position, alpha order on the conference programme Company logo (or name, when applicable) in third position, alpha order on all print and digital conference materials and communications

4 Exhibition only Table top exhibition only (two available; additional tbc after 21 October) 1,200 + VAT As an exhibitor you receive: Six-foot table top exhibition space on the floor layout (selected after 21 October and/or sponsors first rights) with company description and contact information in the on-site programme (includes one table, two chairs, table cloth, standard electrical mains, and Wi-fi). Company literature in the delegate pack (up to A4 size or smaller, double-sided sheet, printed by the company) One complimentary exhibit representative/delegate place for main conference, including refreshments, lunches and dinner on Wednesday at the venue. Pre-conference mailing list (names and mailing addresses of those who opt-in), full delegate list at conference (hard copy only), post-conference mailing list (names and mailing addresses of those who opt-in) Company name listed on the conference web page and marketing materials as time permits Exhibitors do not receive the sponsorship benefits listed on page two. Showcase speaker presentation Four spots available VAT: for sponsors only (first rights if confirmed by 21 October) VAT: for exhibitors only (second rights if confirmed by 4 November) VAT: for all other companies (deadline to confirm 4 November 18 November) As a showcase speaker you receive: Company literature in the delegate pack (up to A4 size or smaller, double-sided sheet, printed by the company) Pre-conference mailing list (names and mailing addresses of those who opt-in), full delegate list at conference (hard copy only), post-conference mailing list (names and mailing addresses of those who opt-in) Company name and session description listed in the conference programme Showcase speakers do not receive the sponsorship and exhibition benefits listed on page two, including delegate registration. You may only attend the conference for the delivery of your session. If speakers wish to attend the rest of the conference they must register and pay a separate delegate fee (see below).

5 Other opportunities to participate in the conference 600 ( 465 for Educational Partners): Additional Stand Representative/Delegate registration Participate in the main conference as a delegate, includes refreshments, lunches, and the dinner (Wednesday night), at the venue. Sponsors please note Company logos should be provided upon confirmation of your sponsorship. All delegate pack insert/programme event material(s) must be received in the CASE Europe office no later than 04 November CASE Europe cannot guarantee placement of material received after that date. Speakers please note Your session title, brief description (75 words or less), and presenter s photo, contact details and bio (50 words or less) must be received by November. We cannot guarantee placement after that date. Sponsorship Payment/Deposit A non-refundable 50% deposit is to be paid to CASE Europe initially to confirm sponsorship. The remaining 50% is to be paid no later than the date of the conference. Conference venue The Regular Giving Conference will take place at Senate House, University of London, Malet Street, London, WC1E 7HU, United Kingdom The conference exhibition layout is available upon request. Accommodation Please note all travel and accommodation are booked separately and at the company s own expense. For suggestions about accommodation, click here. Conference Schedule See main programme here

6 Terms and Conditions 1. Contract for Space: Applicants for sponsorship or exhibition are required to forward to CASE Europe the formal Application/Agreement provided. To be valid, each application must include 50% of the fee, with guarantee of the full payment by the conference date. The application for space and formal notice of assignment and acceptance by CASE Europe, with full payment, constitute a contract for the right to use this space. No exhibitor will be allowed to set up unless CASE Europe has received payment in full. 2. Installation and Dismantling: Exhibitors will be able to access the Exhibition area and set up their stands between and on Wednesday 7 December. All exhibitors are asked to be ready by on Wednesday 7 December. 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 conference. Any space not claimed and occupied by on Wednesday 7 December may be reassigned without refund of rental paid. The exhibitor expressly agrees NOT to dismantle or to do any packing before on Thursday 8 December. The room must be cleared by Labour to assist in erection, assembly, dismantling, packing, and unpacking of display is expressly the responsibility of the exhibitor. CASE Europe reserves the right to change exhibit space layout and traffic flow at any time without prior notification. 3. Use of Space: All demonstrations or other activities must be confined to the limits of the exhibit space. Exhibitor shall not assign, share, or sublet any space allotted without the written consent of CASE Europe. No exhibitor is permitted to show goods other than those manufactured or sold by the firm in the regular course of business. The exhibitor shall not display or place any product, sign partition, apparatus, shelving, or other construction that extends more than two (2) metres in depth from the back of space. No interference with the light or view of other exhibitors will be permitted. 4. Restriction on Selling: All over-the-counter sales, or sales of any kind that involve the exchange of currency for goods received during the exhibition, are prohibited, unless previously agreed upon with CASE Europe. 5. Irregular Canvassing: Distribution of circulars or promotional material may be made only within the booth assigned to the exhibitor presenting the material. 6. Fire Protection: No combustible decoration, such as crepe paper, cardboard, or corrugated paper, shall be used at any time. All packing containers, excelsior, and wrapping paper, which must be flameproof, are to be removed from the floor and must not be stored under tables or behind displays. All muslin, velvet, silk or any other decoration must stand a flameproof test. All materials and fluids that are flammable are to be kept in safety containers. Open flames, butane gas, oxygen tanks, etc., are not permitted without the permission of the Conference venue. 7. Sound Devices: No sound-making equipment of any kind may be set up or used in exhibit booths. 8. Restrictions in Operation of Exhibits: CASE Europe 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 the management may detract from the general character of the exhibit as a whole. This reservation includes persons, things, conduct, printed matter, or anything of a character that the management determines is objectionable to the exhibit. In the event of such restriction or eviction, CASE Europe is not liable for any refunds or rentals or other exhibit expenses. 9. 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. Nothing shall be posted on, tacked, nailed, screwed, or otherwise attached to columns, walls, floors, or other parts of the building or furniture. Distribution of promotional

7 gummed stickers or labels is strictly prohibited. ANY damage in connection therewith will be at the expense of the exhibitor. 10. Failure to Pay Rental Fee: If an exhibitor fails to make payments due hereunder when they are due, such exhibitor s rights to exhibit may be cancelled by CASE Europe without further notice. CASE Europe shall be entitled to close an exhibit at any time for failure by an exhibitor or any of his or her officers, agents, employees, or other representatives to perform, meet, or observe any term or condition set forth herein, and such exhibitor shall not be entitled to a refund of any part of any fee. Fees paid after the start of the Conference shall be subject to a late fee of 100 and a monthly 5% interest fee. 11. Catastrophe: In the event that because of war, fire, strike, government regulation, natural disaster, public catastrophe, act of God, or the public enemy or other cause, CASE Europe Regular Giving Conference or any part thereof is prevented from being held, or is cancelled by CASE Europe, CASE Europe shall determine and refund to the applicant a proportionate share of the balance of the aggregate exhibit fees received that remain after deducting expenses incurred by CASE Europe, but in no case shall the amount of the refund to the applicant exceed the amount of the exhibit fee paid. 12. Liability and Insurance: CASE Europe and the University of London or any officers or staff members do not maintain insurance on behalf of exhibitors or exhibitors property, 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. 13. Indemnification: The applicant will not, and waives his or her right to do so, make a claim or demand against CASE Europe or the University of London or any of their employees, representatives, or agents, for any injury, including injury resulting in death, loss of or damage to property (including governmental charges, fines, and attorneys fees) suffered or sustained by the applicant or the applicant 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. 14. Selection of Exhibitors: Only firms and organisations whose services or products are approximately related to the purpose of CASE Europe shall be permitted to exhibit. CASE Europe reserves the right to decline or prohibit any exhibit that in its judgement is inappropriate; this reservation being all-inclusive as to persons, things, printed matter, products, and conduct. Only two representatives, as listed on the application, are permitted to the exhibition. Additional representatives must register by filling out the additional stand representative/delegate form. Refunds for additional stand representatives/ delegates will not be honoured after 4 November. 15. Cancellations: Requests to cancel space will not be honoured after 4 November or unless the exposition management is able to resell the space. If space cannot be resold, the fee is forfeited. An administrative service fee of 150 will be charged for cancellations at any time. These regulations become a part of the contract between the exhibitor and CASE Europe. They have been formulated in the best interest of the exhibitors. CASE Europe respectfully requests the full cooperation of the exhibitors in observing these rules. All points not covered are subject to the decision of the CASE Europe management.

8 Sponsor/Participation Booking and Agreement Form After reading the Terms and Conditions on the previous pages complete this form and return to CASE Europe, attention Carolee Summers-Sparks via or post 3 rd Floor Paxton House, 30 Artillery Lane, London E1 7LS Part A: Contact information primary organiser for your participation. Please note that this individual will receive all communications from CASE as the organiser. We expect this person to share all details with colleagues participating in the conference. We will not organise with separate individuals. Contact: Job Title: Company: Address: City, State/County: Post Code: Country: Part B: Choice of Sponsorship Level, exhibition or showcase speaker session Level 1: VAT, Principal sponsor (exclusive) First rights to incumbent sponsor Level 2: VAT, Reception and dinner, Wednesday (exclusive) NO LONGER AVAILABLE Level 2: VAT, Plenary opening and closing (exclusive) NO LONGER AVAILABLE Level 3: VAT, Breakfast roundtables, refreshment breaks and lunches (2 sponsors) Exhibition only: VAT, only two spots available for table top exhibition Exhibit stand choice:, or, or (first rights to sponsors 21 October; first come after) Showcase speaker presentation Four spots available (2 per day), choose preference: Wednesday 07 December, 14.00pm 14.45pm or Thursday 08 December, pm VAT: for sponsors only (first rights if confirmed by 21 October) VAT: for exhibitors only (second rights if confirmed by 4 November) VAT: for all other companies (deadline to confirm 4 November 18 November) NA/not sponsoring, exhibiting or speaking (go to Part C and D for delegate registration, page 18)

9 Tick here if you will include an insert in the delegate pack (sponsors and exhibitors only; printed at your own cost 120 copies delivered to the CASE office by November). Tick here if the Part A contact should be the company contact listed in the conference programme. If not the contact in Part A, please include the following contact person in the programme: Contact: Title: Full address (if different from Part A): If applicable (attending the conference): Dietary requirements: Special access needs: Description of organisation for conference programme (maximum 50 words). Description of sponsoring company for verbal acknowledgements (maximum 50 words)

10 Showcase speaker #1 contact information (if applicable): Contact: Title: Full address (if different from Part A): If applicable (attending the conference/staying longer than speaking session): Dietary requirements: Special access needs: Showcase speaker #2 contact information (if applicable): Contact: Title: Full address (if different from Part A): If applicable (attending the conference/staying longer than speaking session): Dietary requirements: Special access needs:

11 Title of showcase speaker session Brief description of showcase speaker session (maximum 75 words) Brief bio of showcase speaker(s) (maximum 50 words pp) Showcase speaker s photo(s) attached electronically Deadline to submit all of the above information is 04 November. We cannot guarantee placement in the programme and web site after that date. Showcase speaker sessions are sold separate from sponsorship and exhibition. However sponsors will have the first rights to purchase a showcase speaker session until 21 October, when they will become available to exhibitors and other for-profit representatives.

12 Stand Representative/Delegate Contact Information: Two stand representatives/delegates are included with sponsorship. One stand representative/delegate is complimentary with exhibition. Stand Representative/Delegate 1: Representative/Delegate 1 is the same as contact in Part A Representative/Delegate 1 is the same as our speaker Name: Title: Full address: Dietary requirements: Special access needs: Stand Representative/Delegate 2: Representative/Delegate 2 is the same as contact in Part B Representative/Delegate 2 is the same as our speaker Name: Title: Full address: Dietary requirements: Special access needs:

13 Part C: Additional Stand Representative/Delegate Registration: Participate in the main conference as a delegate, includes refreshments, lunches, dinner on Wednesday at the venue. 600 ( 465 for Educational Partners) Representative/Delegate is the same as our speaker Name: Title: Full address: Dietary requirements: Special access needs: Additional Stand Representative/Delegate Registration: 600 ( 465 for Educational Partners) Representative/Delegate is the same as our speaker Name: Title: Full address: Fax: Dietary requirements: Special access needs:

14 Part D: Payment information Part B and C Subtotal = + VAT (20%), where applicable = Total (Parts B, C, and VAT) = Charge to: VISA MasterCard American Express Note: CASE Europe staff will call for card details. Enclosed is my cheque for (Make cheque payable to CASE Europe) BACS transfer (invoice and bank account details provided by CASE Europe upon receipt of signed agreement form) Part E: Deadlines and agreement Deadline to confirm sponsorship and stand representatives/delegates: 21 October Deadline to submit logo (sponsors and exhibitors only) for programme: 04 November Deadline to submit company description and contact details (exhibitors only) for programme: November Deadline to submit showcase session presentation details for programme: November Deadline to send delegate pack insert (120 copies to CASE Europe office): November This application is not binding until and unless signed and accepted by CASE Europe, and when so accepted and signed, it shall constitute a binding contract upon the applicant and the applicant s respective heirs, personal representatives, successors, and assigns, subject to the terms, conditions, rules and regulations. A properly signed application with an accompanying cheque or payment should be mailed to CASE Europe. If you agree to these conditions and the Terms and Conditions on pages 7 and 8, please sign below. Authorised signature Date