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Events & Speaking Engagements

Tuesday, October 31, 2023

Alyssa R. Wan to Present at the 2023 Miami Philanthropy Forum

Shareholder Alyssa R. Wan will be a Featured Speaker at the 2023 Miami Philanthropy Forum on November 14, 2023. Presented by Graystone Consulting & CCS Fundraising, the 2023 Miami Philanthropy Forum will include interactive discussions on the upcoming trends with philanthropy as well as the implications for these organizations & communities they serve, with a focus on endowments.

Discussion topics will include:

  • Economic Overview
  • Philanthropic Overview and Philanthropic ROI
  • Charitable Tax Updates
  • Endowment Trends & Raising Funds for Endowment
  • Philanthropic Investment and Endowment Needs (Panel Discussion)

Featured Speakers

  • Alyssa Razook, Partner - International Tax & Estate Planning - Fowler White Burnett
  • Heidi Suarez, CPA - Senior Manager, Estate, Trusts, & Exempt Organization Tax - Kaufman, Rossin & Co.
  • Kurt McKinley - Senior Vice President - CSS Fundraising
  • Megan Cottle - Executive Director & VP for Advancement - Broward College


  • Karla Hernandez, Senior Vice President of Development - United Way Miami
  • Max Sklar, Vice President - Mount Sinai Medical Center
  • Ana VeigaMilton - President - The José Milton Foundation

About Graystone Consulting
Graystone Consulting from Morgan Stanley serves as an institutional consulting business, providing holistic, objective investment advice and solutions tailored to their clients’ unique goals. Founded in 1973, the Graystone Miami team manages over $3 billion* in assets, offering investment management and advisory services to foundations, endowments, pension funds, trusts, and individuals. Graystone Consulting offers the personalized service of a consulting boutique, and the resources of a global financial powerhouse. (*as of 09/01/2023)

Sponsored by Franklin Templeton & CCS Fundraising




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