Planned Giving Symposium - 2018

  • August 24, 2018
  • 7:30 AM - 12:00 PM
  • Ferguson Law Center


  • AFP OR PPP Members
  • • Name to appear on “day-of” signage
    • Ability to place promotional materials at each place setting and/or a designated table near entrance to Symposium.
    • One (1) ticket to the Symposium
  • • Name/Logo to appear in all pre and post Symposium communications (i.e. emails, flyers).
    • Ability to place promotional materials at each place setting and/or a designated table near entrance to Symposium.
    • Name/Logo prominently displayed at luncheon entrance and mentioned verbally.
    • Name/Logo listed in current year’s National Philanthropy Day program and slide show as an AFP partner.
    • Company/organization representative to address audience (to be scheduled where appropriate in agenda and no more than five minutes).
    • One (1) table (8 seats) at the Symposium
    • Two (2) tickets to the current year’s National Philanthropy Day event.
    • First right of refusal as Presenting Sponsor for the next year’s Planned Giving Symposium.
  • • Name to appear on “day-of” signage
    • Name listed in current year’s National Philanthropy Day’s program and slide show as an AFP partner.
    • Ability to place promotional materials at each place setting and/or a designated table near entrance to Symposium.
    • Two (2) tickets to the Symposium
  • • Name to appear in all pre and post Symposium communications
    • Name to appear on “day-of” signage
    • Ability to place promotional materials at each place setting and/or a designated table near entrance to Symposium.
    • Name listed in current year’s National Philanthropy Day’s program and slide show as an AFP partner.
    • One (1) table (8 seats) at the Symposium

6th Annual Planned Giving Symposium

Welcome to the Table: Reaching Diverse Communities 

Friday, August 24, 2018


Ferguson Law Center

7:30 a.m. ~ Registration/Breakfast

8:30 a.m. ~ Welcome

8:45 a.m.The Future Faces of Philanthropy  

  • Dr. Luz D. Randolph, USF Foundation

America is in the midst of a cultural shift and so is philanthropy. Philanthropy as we know it is no longer the same. There is a hasty increase in available data as well as in the tools which analyze and interpret such data. There is new fundraising technology and an increase in the diversity of our donors. Are our current fundraising efforts aligned with the changes? Are we, as an organization, speaking the language of our future donors? Do we have the cultural competency to reach all who might support nonprofits?  This presentation will focus in ways that your organization can foster a culture of diverse philanthropy.

9:45 a.m. ~ Session 2  Panel Discussion

Diverse Advisors: Planning Your Gift – Setting a Place for Clients

Moderator: Louanne Saraga Walters 


  • Luz Randolph, Development Officer, Diversity Initiatives University of South Florida
  • Catherine Blackburn, ATTY
  • Oscar Ortiz, CPA

11:00 a.m. ~ Panel Discussion 

Diverse Donors: Your Recipes for Giving 


  • Rob Iles
  • Jose Valiente, CPA
  • Hal Freedman & Willi Rudowsky

    Noon ~ Closing


    CFRE APPROVED - 3 Points





    Luz Randolph is responsible for the university-wide fundraising efforts for Diversity Initiatives. She works collaboratively with the USF Office of Diversity, Inclusion and Equal Opportunity, the African American Advisory Committee, and the Latin Community Advisory Committee to identify goals and needs for each program. Her primary focus is to assist in cultivating relationships between USF constituents and the Tampa Bay community, specifically with the Latino Scholarship Program, Status Of Latinos Committee, Johnson Scholarship Foundation, Dr. Israel “Ike” Tribble Jr. Scholarship, and African American initiatives. Since her arrival, she created the Black Leadership Network which aims to provide financial and mentoring support to African American students. As a newcomer, she works tirelessly to spread USF’s mission and belief in diversity. 

    Before coming to USF, Luz served as Director of the Candidate Empowerment Center (CEC) at Florida A&M University. She also served as Assistant Director of the Department of Multicultural Student Affairs at the University of Miami.  She is a double alumna from the University of South Florida with a B.A in Interpersonal Communication and a Master in Education. She is currently a doctoral student at Nova Southeastern University and immediate past national president and member of Sigma Lambda Gamma National Sorority Inc.  Currently, she serves as a Board of Director for Ybor City Rotary Club, Board of Director for Hispanic Services Council, Board of Director for a Tampa Hispanic Heritage, Inc.  and Board of Director for the Macdonald Training Center.

    Rob Iles (Partner - Managing Director, Lead Strategist) co-founded Study Hall after more than 20 years in strategic planning and market research on both the agency and consulting sides of the business.  A well-seasoned qualitative researcher, Rob has conducted more than 5,200 qualitative encounters in his career, including traditional groups, mini-groups, friendship dyads and triads, individual depth interviews, shop- and drive-alongs, and ethnographies.  In addition, he has strong experience in leading brainstorming and idea generation sessions.

    Prior to founding Study Hall, Rob served as Managing Director for Schwartz Consulting Partners (SCP), a local marketing research firm serving the Tampa Bay market.  At Schwartz, Rob was responsible for taking a small research supplier and building it into a considerable research consultancy, more than tripling company revenues during his 4 years there and dramatically building the client base.  During his tenure with Study Hall and SCP, Rob has assumed primary research responsibilities for a wide range of qualitative and quantitative client engagements for brands including Front Burner Brands (Melting Pot, GrillSmith), Checkers/Rally's Restaurants, Disney Development, Shea Homes, HSN, Rentokil, Vanity Fair – Majestic, Bright House Networks, MAM Baby, Philips Consumer Lifestyle, Carquest, ASPCA, Microsoft, Norwegian Cruise Line, Princess Cruises, Big Boy Restaurants, Absolut, RJ Reynolds, Romacorp, Tires Plus, Hoover,  Rentokil, Fleetmatics, Central Florida Expressway Authority; Pinellas Suncoast Transit Authority (PSTA); Hillsborough County Aviation Authority (Tampa International Airport); Experience Kissimmee; Visit Orlando; Visit Florida; Veterans Florida; Enterprise Florida; TECO (Tampa Electric Company); FPL (Florida Power & Light); Florida Department of Citrus; Ticket to Work (Federal government), Sea World, PODS, Papa John’s, Jack in the Box, Sharky’s Woodfired Grill, Sonny's Real Pit Bar-B-Q restaurants, Kraft, Tech Data, Great Park Neighborhoods/Five Points (Irvine, CA) and more. In addition, Rob spearheads Study Hall’s considerable 'specialty practice' in the area of managed care, healthcare & facilities, with clients including CVS Health, SilverScript, Aetna, Cigna, United Healthcare, WellCare Health Plans, AmeriHealth Mercy, Medica, Kaiser Permanente, Ingenix/OptumInsight, Blue Cross Blue Shield, Premera, Surescripts, St. Joseph's/Baycare, Johns Hopkins All Children's Hospital, Sarasota Memorial Health Care System, Northwest Community Hospital (Chicago, IL), Moffitt Cancer Center (Tampa, FL), Health First, Fresenius Medical Care, MedSpring Urgent Care, Adventist Florida Hospital, MedExpress, American College of Cardiologists, and others. 

    Before that, Rob served as Director for Qualitative Research at Hall & Partners USA, one of the leading brand and communications research consultancies in the country.  As Director, his primary client responsibilities included team management and execution of national and global strategic and communications research for a broad range of Fortune 50, 100 and 500 clients, including Microsoft (principal Director for all global research), Nokia (principal Director), JPMorgan Chase, and UPS (all global) as well as eBay/PayPal, Dodge and Mercedes Benz.  In this capacity, he managed annual client research in excess of $30 million.

    Rob also has a wealth of advertising experience, having spent more than 12 years in Account/Brand Planning as Senior Planner and SVP Planning Director at international and super-regional agencies.  His tenure includes time at WestWayne (Tampa, FL) and TBWA Chiat/Day (Los Angeles), one of the country’s premier Planning agencies.  At those two agencies, Rob’s client experience includes overseeing research and also strategic development for brands such as Publix Super Markets, Sports Authority, Disney Development Corporation, Royal Caribbean and Celebrity Cruises, Saks Department Store Group, Outback Steakhouse, Denny’s Restaurants, BellSouth, Orlando Convention and Visitors’ Bureau, Home Savings of America, Nissan/Infiniti and Sony.  Rob has particularly strong background and experience in travel & tourism, healthcare, retail, financial services and casual dining. 

    Rob holds his M.S. in Communication Theory and Research from Florida State University, where he was the Clarence W. Edny Teaching Fellow in Communications.  He lectures regularly in undergraduate and graduate courses at the University of Tampa and the University of South Florida, and volunteers his time for many organizations in Tampa Bay including Hillsborough Education Foundation (Marketing Committee), Tampa Museum of Art (Event Chair – Pride & Passion), AACSB, and Metropolitan Ministries.  Rob current sits on the Board of Directors for freeFall Theatre in St. Petersburg, and is Vice-Chair and a Founding Board member of The Plus Projec+.


    $55.00 - AFP OR CGP Members

    (AFP Members register HERE)

    $65.00 - Guests

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