Sponsorship Opportunities

2026–2027 Sponsorship Opportunities

All sponsorships run the entire WDCEPC program year
(July 1 – June 30)

Gold – $5,000

Limit 7 – 1 per discipline

Sole sponsorship of one formal education program:

  • Website recognition on the WDCEPC home and sponsor page including your company name, logo, and link to your company website
  • Company recognition on the event page, as well as your company name and logo on event communications for the sponsored meeting
  • Opportunity to introduce yourself, your company, and the speaker at an educational meeting (one Gold Sponsor assigned podium time per event)
  • Three (3) complimentary guest registrations to Council meetings (not including the Annual Meeting, Golf Tournament and/or Family Office Symposium)
  • Display table at the sponsored meeting
  • Signage and verbal recognition at all WDCEPC functions, including the annual golf tournament
  • $250 discount on foursome at Golf Tournament

Silver – $1,500

Limit 20

  • Website recognition with your company’s name listed on the WDCEPC sponsor page
  • Signage recognition at all WDCEPC functions during the year including the annual golf tournament
  • One (1) complimentary guest registration to Council meetings (not including the Annual Meeting, Golf Tournament and/or Family Office Symposium)
  • $100 discount on foursome at Golf Tournament

Annual Meeting – $3,000

Limit 1 with priority to company of incoming president

Sole sponsorship of the June Annual Meeting:

  • Website advertising with your company’s name listed on the WDCEPC sponsor page
  • Company logo on the event page
  • Opportunity to introduce yourself and your company at the Annual Meeting
  • Three (3) complimentary guest passes to the event (Council members only)
  • Display table
  • Signage recognition at all WDCEPC functions

The Washington, D.C. Estate Planning Council is the premier multi-disciplinary organization in the area. The council’s more than 250 members are accountants, attorneys, financial planners, trust and estate managers, risk management professionals, valuation specialists and philanthropic planners.

Calendar of Events

  • Three in-person evening education and networking events plus Annual Membership Meeting
  • One in-person lunch education and networking event
  • Three webinars
  • Annual Golf Tournament
  • Every-Other-Year Symposium

Membership Statistics

  • Members live and work in Washington, D.C., as well as Northern Virginia and Maryland
  • Attorneys: 47%
  • Financial Planners: 21%
  • Accountants: 11%
  • Trusts & Estate Managers: 10%
  • Insurance Professionals: 5%
  • Valuations Specialists: 5%
  • Charitable Planners and Other: 1%

Additional Sponsorship Opportunities

  • Race & Wealth Endowment Sponsors – A five-year commitment to support efforts to address the racial wealth gap in the Washington, D.C. area and nationally.
  • Annual Golf Tournament
    • Two Albatross Sponsors
    • One Glove Sponsor
    • Hole Sponsors

For More Information

Please contact Sponsorship Committee Co-Chairs
Adam Betz, adam.betz@capitasfinancial.com
Scott Cobb, scobb@vallitadvisors.com