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Table of Contents About Stocks in the Future... 3 SIF by the Numbers: 2017-18 Academic Year... 3 About SIF s 4th Annual March Market Madness.

.. 6 Level Sponsorships... 6 Event Program Ad Space...10 Sponsorship Levels Chart... Error! Bookmark not defined. Your Gift at Work at Stocks in the Future.

2 Table of Contents About Stocks in the Future... 3 SIF by the Numbers: Academic Year... 3 About SIF s 4th Annual March Market Madness... 4 Program Highlights... 4 The Glass Pavilion... 5 Tickets & Pricing... 5 Sponsorship Opportunities, Table Reservations and Program Ads... 6 Level Sponsorships... 6 Event Program Ad Space...10 Sponsorship Levels Chart... Error! Bookmark not defined. Your Gift at Work at Stocks in the Future...10 Other Ways to Support...12 Marketing Impressions...12 Marketing Impressions Sponsorship Agreement Form...14 For More Information...15 March Market Madness Event Committee

Students participating in SIF s program are given opportunity to earn SIF Dollars an incentive to attend school regularly and earn better grades.

3 About Stocks in the Future Stocks in the Future (SIF) works with underserved middle school student populations in the Baltimore vicinity. Through our specialized financial literacy curriculum and incentives, SIF gives middle schools a way to teach students financial life skills including personal finance, investing and business theory. Students participating in SIF s program are given opportunity to earn SIF Dollars an incentive to attend school regularly and earn better grades. Our mission is to develop highly motivated middle school students who are eager to learn and dedicated to attending class through the use of incentives coupled with a financial literacy curriculum focused on investing that reinforces Math, Language Arts, and Social Studies. Our vision is to see middle school students thrive in their classrooms, homes and neighborhoods by investing in their financial future and themselves. Our core values are education, encouragement and empowerment. Our rate of success: Sixth grade students new to SIF in showed significant increases in self-reported ability with respect to personal finance and investment know-how by the end of the school year. This supports the idea that SIF s program is introducing a new generation of students with tools to make sound financial decisions as adults. Relative to non-enrolled students, 6th and 7th grade SIF students were significantly more likely to gain important investment-related reading comprehension skills. Students in SIF were less likely to be chronically absent by the end of the school year when compared to students not enrolled in the program. SIF by the Numbers: Academic Year 18 schools 900 middle school students 1,100+ program alumni (current high school students) 3

About SIF s 4th Annual March Market Madness Join us for an evening of hors d'oeuvres, beer, wine and a lot of great networking, to directly benefit SIF students as they gain a solid academic

March Market Madness will be held in the beautiful Glass Pavilion at Johns Hopkins University s Levering Hall, overlooking the campus grounds.

Proceeds will benefit Stocks in the Future's financial literacy program for middle school students. Learn more about our program at www.sifonline.

4 About SIF s 4th Annual March Market Madness Join us for an evening of hors d'oeuvres, beer, wine and a lot of great networking, to directly benefit SIF students as they gain a solid academic foundation and learn essential personal finance and investing skills. Now in its fourth year, March Market Madness is SIF s hallmark special event and a fun basketball/wall Street mash-up! March Market Madness will be held in the beautiful Glass Pavilion at Johns Hopkins University s Levering Hall, overlooking the campus grounds. Place your bid for our March Market Madness Contest, sign up for a basketball shooting competition or enjoy cornhole toss, check out our extensive silent auction and participate in our live auction. Proceeds will benefit Stocks in the Future's financial literacy program for middle school students. Learn more about our program at Program Highlights An Insider s Perspective on Stocks in the Future. We are excited to welcome an array of speakers from both SIF s program and from within the Baltimore community, including: current SIF students and alumni, SIF teachers and principals who will offer their perspectives on the importance of financial literacy in K-12 education and in preparing for the future. Guests will better understand the impact SIF s financial literacy curriculum has on students, schools and communities! An SIF Classic: The Market Madness Contest. Who in the room will win bragging rights as the best market forecaster? In an exclusive contest that has become this event s tradition, attendees can wager during the weeks up to the event on the S&P 500 s 3/20/17 closing number. Contest entrants can compare their predictions to others on our NYSEstyle Big Board. One-half of the sum of all wagers will be divided among the 1 st and 2 nd place winners while the remaining half will support Stocks in the Future. 4

The openness of the Glass Pavilion makes it the perfect location for SIF s ever-growing annual fundraiser.

5 The Glass Pavilion The Glass Pavilion is part of Levering Hall on Johns Hopkins University s Homewood campus. The spacious room is surrounded three sides with glass walls and a wraparound outdoor promenade. The openness of the Glass Pavilion makes it the perfect location for SIF s ever-growing annual fundraiser. Stocks in the Future is proud to host March Market Madness on the Johns Hopkins University campus, a testament to our organization s history of partnership with the university s School of Education. The primary visitor parking area for the Glass Pavilion is the South Garage, which is underneath Mason Hall and accessed from Wyman Park Drive (between San Martin and Art Museum Drives). South Garage is open 24 hours a day and staffed from 8am to 6pm. From the garage, Levering Hall is a 5 minute walk across the Decker Quad and past Garland Hall. Tickets & Pricing Admission to March Market Madness includes all food and beverages (alcoholic and nonalcoholic): Through Friday, February 23 (Early Bird): $65.00 Saturday, February 24 March 20: $80.00 Limited tickets available for purchase at the door for $85.00 Purchase tickets: Online by visiting By phone, contact Morris at or Rebecca at

Sponsorship Opportunities, Table Reservations and Program Ads Level Sponsorships - For a complete listing of benefits for each level, please see sponsorship chart on page 10.

As the evening s exclusive Presenting Sponsor, your company will receive the highest visibility before, during and following the event.

6 Sponsorship Opportunities, Table Reservations and Program Ads Level Sponsorships - For a complete listing of benefits for each level, please see sponsorship chart on page 10. Descriptions below cover highlights of sponsor acknowledgement only. Platinum - Presenting Sponsor - $7, Make March Market Madness possible! As the evening s exclusive Presenting Sponsor, your company will receive the highest visibility before, during and following the event. The presenting sponsor s logo will print on a high quality poly plastic bag containing SIF informational and sponsor inserts, which each attendee will take home. A company representative will also have the opportunity to provide brief remarks and introduce the keynote speaker. Complimentary event tickets: 8. Complimentary full page program book ad (Full Page Color- Back Cover). Gold - Invest in Education Sponsor - $3, sponsorships available Invest in Education sponsors have opportunity for their company s logo on the key pre-event communications, a complimentary half-page ad in the program book, and on event and table signage on March 15. Sponsors will also have the unique opportunity to introduce the evening s SIF student and teacher panelists. Complimentary event tickets: 4. Complimentary half-page program book ad. Silver - Bull Market Sponsor - $1, sponsorships available Support SIF s middle school students while simultaneously getting your name out in the local community. New this year, Bull Market sponsors can place an informational insert in attendees event bags. Sponsors will also receive logo recognition in various pre-event communications, the program book and other areas. Complimentary event tickets: 2 Bronze - Financial Guru Sponsor - $ Unlimited number available Partner with Stocks in the Future to leave a lasting impression on our students. Financial Gurus will help cement the success of our hallmark event, and will be acknowledged on the event invitations, program and on the event webpage. One complimentary event ticket included. 6

Exclusive Opportunities Returning Hit! Frantic Free Throw Frenzy Sponsor - $1,500.00 It s time to settle any friendly rivalries arcade style!

00 Beginning with the 3rd Annual benefit, each year we will award a Community Impact Award to someone in our community who exemplifies SIF s commitment to providing financial life-skills to

7 Exclusive Opportunities Returning Hit! Frantic Free Throw Frenzy Sponsor - $1, It s time to settle any friendly rivalries arcade style! New at the 2 nd Annual March Market Madness, attendees will have opportunity to enter a basketball shoot out bracket for a nominal donation to the organization. After three rounds of single elimination play at a double-shot style arcade game, the tournament winner will be announced to attendees and receives a small trophy featuring your company logo. Logos will also be printed on the laminated bracket and signage on display next to the arcade games. Complimentary event tickets: 2 New! Community Impact Award - $1, Beginning with the 3rd Annual benefit, each year we will award a Community Impact Award to someone in our community who exemplifies SIF s commitment to providing financial life-skills to underserved students, and embodies SIF s core values Educate, Encourage, Empower. The award will feature your company s logo along with SIF along with a complimentary ¼ page program book ad. One complimentary event ticket included. Cornhole Area Sponsor - $1, Finally, a game for the rest of us! In the spirit of inclusion, March Market Madness will run a laid-back cornhole toss concurrently with the Frantic Free Throw Frenzy One complimentary event ticket included. Market Madness Contest Grand Prize Matching Sponsor - $1, cap Put your stamp on the feature that first branded SIF s event as March Market Madness! Attendees can compete for this 50/50 raffle-style contest grand prize as they wager on the S&P 500 closing number for 3/20/2016. As attendees purchase event tickets, they receive a limited-timeonly opportunity to place their contest bid in exchange for a donation to the organization. The person with closest guess is announced on the night of the event and receives 40% of the pot. As the contest s Matching Sponsor, your company will match contest entries, dollar-for-dollar, up to $1,000. One-hundred percent of matching funds will benefit SIF s middle school program. Sponsor benefits include recognition on the registration website where wagers are placed, and verbal recognition at the podium when the grand prize winner is announced. One complimentary event ticket included. New! Market Madness Contest Runner-Up Prize Matching Sponsor - $ cap Incite Market Madness for a worthy cause! Attendees will compete for investor bragging rights as they wager on the S&P 500 closing number on 3/20/2016. As attendees purchase tickets, they have a limited-time-only opportunity to place their contest bid in exchange for a donation to the 7

organization. The person with the second closest guess will be recognized as contest runner-up during the event and receives 10% of the pot.

Sponsor benefits include recognition on the registration website where wagers are placed, and verbal recognition at the podium when the runner-up is announced. One complimentary event ticket included.

8 organization. The person with the second closest guess will be recognized as contest runner-up during the event and receives 10% of the pot. As the contest s Runner Up Matching Sponsor, your company will match contest entries, dollar for dollar, up to $750. One-hundred percent of matching funds will benefit SIF s middle school program. Sponsor benefits include recognition on the registration website where wagers are placed, and verbal recognition at the podium when the runner-up is announced. One complimentary event ticket included. Wine & Beer Bar Sponsor - $1, SOLD: Gross Mendelsohn & Associates March Market Madness will feature and beer and wine bar reflecting the event s casual after-work, collegial atmosphere. Your company logo will be featured on heavy-duty plastic wine glassware. Sponsorship also includes signage at the bar station, which will be situated in a high-traffic area within the Glass Pavilion. One complimentary event ticket included. Silent Auction Sponsor - $1, March Market Madness silent auction evolved from a small attraction in 2015 to a well-rounded feature of the 2017 event with nearly 40 baskets and unique hometown sports memorabilia items. This Sponsor will benefit from company name and logo on each bid sheet, signage at the auction tables, and in pre-event silent auction advertising e-blasts to the organization s mailing list. One complimentary event ticket included. New! Program Book Sponsor - $1, Take March Market Madness to the next level with a professionally-printed program book, allowing Stocks in the Future to leave a lasting impression on event attendees. Each person in attendance will receive an 8.5 x 11 bound program book as an event keepsake. The book will include everything from information about Stocks in the Future to speaker bios, community advertising to acknowledgement of those who made the evening possible. Sponsor will receive a complimentary Full Color ad on the Front Inside Cover). A Complimentary event ticket is included. 8

9 9

10 Table Reservations Purchase a Table of 8 for Your Group or Company - $ In addition to sponsorship or if sponsorship is not possible, purchase a table at the discounted early-bird rate per ticket! Reserved table signage featuring your group name and/or company logo is included. Event Program Ad Space One of the simplest ways to get your company name out there! 200+ March Market Madness attendees will each receive an event program book (8.5 x 11 format). Inside Back Cover Full Page AD 4 Color - $ w x 11h Full Page Ad: $ w x 11h ½ Page Ad: $ w x 5.5h ¼ Page Ad: $ w x 5.5h To reserve ad space or to receive a copy of the ad specifications, please contact SIF s Development Associate at smmurray@jhu.edu. Final ad materials must be submitted electronically smmurray@jhu.edu no later than Friday, Feb 23,

Your Gift at Work at Stocks in the Future Over the course of one academic year, your support helps accomplish the following: $7,500 Each gift at this level supports a middle school class of 25

11 Your Gift at Work at Stocks in the Future Over the course of one academic year, your support helps accomplish the following: $7,500 Each gift at this level supports a middle school class of 25 students for a full academic year - including all supplies, SIF Dollars (inventive money for attending school and improving grades), classroom support, teacher training and student learning opportunities (field trips and SIF-sponsored projects and competitions). $3,500 A gift at this level subsidizes 100% of SIF Dollars that can be earned by 43 students throughout one academic year. SIF Dollars enable a student to establish his or her stock market portfolio, whose real value they may legally own at age 18. $1,500 Provides four classes with SIF curriculum workbooks and kid-friendly investing textbook which, paired together, teach middle school students about personal finance, investment, and money management skills. These supplies help motivate students to improve their outlook on education and their academic acheivement. $1,000 Allows 40 Stocks in the Future students to have a valuable, hands-on learning experience at Towson University's state of the art Finance Lab. SIF's field trips to the Finance Lab simulate trading room floor transactions and are led by teams of corporate volunteers - a wonderful oppotunity for students and professionals to interact! $750 Sends 8 of Stocks in the Future's dedicated teachers to a professional development training session. During a session, teachers learn from industry professionals and also share their own knowledge of investing and personal finance to help enhance the students' educational experience with Stocks in the Future. 11

12 Other Ways to Support Volunteer Many hands make light work, and this old adage applies to March Market Madness! Last year, the incredible support of 20 day-of-event volunteers made March Market Madness possible. Sign up individually, or pull a corporate group together (more information on volunteer sign-up coming soon!) Donate Consider making a personal gift to Stocks in the Future s financial literacy program. We make it easy for you to optionally add a donation when purchasing your March Market Madness tickets: Corporate Matching Gifts Your March Market Madness donation could easily double its impact if your employer has an established matching gifts program. Talk to your HR representative for more details on how to submit your gift for a corporate match. For other general matching gift questions, contact SIF at smmurray@jhu.edu. Marketing Impressions 12

13 Marketing Impressions 13

14 Sponsorship Agreement Form March Market Madness Sponsorship Agreement Stocks in the Future, henceforth known as "Organization," and (business name), henceforth known as "Sponsor," enter into this agreement freely and willingly on the (date) day of (month), The terms of this agreement are as follows: The Event Sponsor agrees to provide sponsorship (details below) for the 4th Annual March Market Madness fundraiser, henceforth known as "Event." The Sponsorship Sponsor agrees to provide Organization with a monetary sponsorship in the amount indicated below (please select appropriate sponsorship) for Event. Presenting Sponsor ($7,500) Gold Sponsor ($3,500) Silver Sponsor ($1,500) Bronze Sponsor ($750) Free Throw Frenzy ($1,500) Live Auction ($1,500) Cornhole Toss Area ($1,000) Market Madness Contest GP ($1,000) March Market Madness RU ($750) Wine & Beer Bar ($1,000) Silent Auction ($1,000) Program Book ($1,000) Credit In exchange for this sponsorship, Organization agrees to sponsor recognition for the indicated sponsorship, as outlined in the March Market Madness Sponsorship Opportunities Packet. Delivery Sponsor agrees that the item(s) listed above will be delivered to Organization no later than 30 days after the invoice date via check. Relationship This agreement represents the only relationship between Organization and Sponsor. No other relationship between the two entities exists, implied or otherwise. Sponsor Name Organization Representative Name Sponsor Signature Organization Representative Signature 14

For More Information Visit: www.sifonline.org/mmm2017 (Coming soon!) General Questions: Morris Murray at 410-516-6701 or smmurray@jhu.

15 For More Information Visit: (Coming soon!) General Questions: Morris Murray at or Sponsorships ADS Tickets Morris Murray at or Rebecca Lange-Thernes at or Silent Auction Donations: Tina Moore at March Market Madness Event Committee 1 Stocks in the Future Board Member 2 Stocks in the Future Fundraising Committee Member Brenda Ciccarone 1,2, Event Co-Chair Merrie Zhang 1,2, Event Co-Chair Tina Moore 2, Silent Auction Co-Chair Shannon Lucas, Silent Auction Co-Chair Krissy Ventre, Volunteers Chair Amber Miller, Silent Auction Hailey Lynch, Silent Auction Rebecca Lange-Thernes, SIF Executive Director Morris Murray, SIF Development Associate 15

LE MERIDIEN ETOILE PARIS, FRANCE SPONSORSHIP INVITATION

19TH ANNUAL TAX PLANNING STRATEGIES U.S. AND EUROPE LE MERIDIEN ETOILE PARIS, FRANCE SPONSORSHIP INVITATION USA Branch SPONSORSHIPS AT A GLANCE FEE PLATINUM SPONSOR - Two Options, Choose One Registration