Dates: March 4-5, 2026
Location: Grand Bohemian Hotel Charlotte
Address: 201 West Trade Street, Charlotte, NC, 28202
PLEASE READ: NEW INSTRUCTIONS FOR REGISTRATION
Per the July 2025 Board approved resolution,
One Voting Director (or designate if Voting Director is unable to attend) from each member current firm (as named by each firm) can register for the November and March meetings at no charge. Please use the code March26 at checkout.
Additional registrants from the same member firm will be charged $500 per person to help cover hotel meeting space and food & beverage expenses incurred by the Giving Institute.
All registrants that attend the offsite dinner event must purchase a ticket during the registration process.
Hotel:
The discounted group rate at The Grand Bohemian Hotel is available until February 11, 2026. Click HERE to book your room!
Schedule
Wednesday, March 4, 2026 | Navigating Change with Trust and Impact | |
7:30am – 8:30am | Breakfast and Networking Location: Queen Terrace |
8:30am – 9:15am | Welcome Facilitators: Paul Koreen, GI Chair, Kate Kramer, Gail Perry Location: Palace Ballroom I |
9:15am – 10:00am | Charlotte Nonprofit Spotlight Speaker(s): Suzanne Galvin, Project Outpour & Carol Hardison, Crisis Assistance Ministry Location: Palace Ballroom I |
10:00am – 10:15am | Break |
10:15am – 11:00am | Panel: Navigating Change with Trust & Impact Panelist(s): Suzanne Galvin, Project Outpour & Carol Hardison, Crisis Assistance Ministry, Pam Maroulis Location: Palace Ballroom I |
11:00am – 11:30am | Roundtable #1 Table 1: What behaviors, boundaries, and choices shape client trust over time? Table 2: Internal culture and external impact: aligning metrics and incentives with client outcomes Table 3: What trust will mean in the next decade of philanthropy? Location: Palace Ballroom I |
11:30am – 11:35am | Switch it up! Find a new table and topic! |
11:35am-12:05pm | Roundtable #2: Table 1: What behaviors, boundaries, and choices shape client trust over time? Table 2: Internal culture and external impact: aligning metrics and incentives with client outcomes Table 3: What trust will mean in the next decade of philanthropy? Location: Palace Ballroom I |
12:05pm – 1:30pm | Lunch and Networking Location: Queen Terrace |
1:30pm – 1:45pm | Reflective Exercise Speaker(s): Dr. Gloria Chance Location: Palace Ballroom I |
1:45pm – 2:30pm | Perspectives from Peers Speaker(s): Susannah Darrow & Dr. Gloria Chance Location: Palace Ballroom I |
2:30pm – 2:45pm | Break |
2:45pm – 3:45pm | Panel: Navigating Trust Through the Generations Panelist(s): Shayne Doty, VP of Development, Charlotte Symphony Orchestra. Sara Manning, SVP, Head of Operations and Special Programs, Truist Foundation. Angelique Grant, The Inclusion Firm Moderator: Summers Hammel Location: Palace Ballroom I |
3:45pm – 5:00pm | Giving Institute 5-year Strategic Planning Working Session Speaker(s): Lee Ernst, Susannah Darrow Location: Palace Ballroom I |
6:00pm – 9:00pm | Offsite Dinner (Dinner Ticket REQUIRED) Location: Chichetti |
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8:00am – 9:45am | Ask the Experts: Breakfast and Networking Location: Queen Terrace |
9:45am – 9:55am | Takeaways, Lessons Learned, Action Items = The Reflective Time Speaker(s): Dr. Gloria Chance Location: Palace Ballroom I |
9:55am – 10:00am | Closing, Update on Summer Symposium & Fall Meetings Speaker(s): Kate, Gail, Janell, & Erik Location: Palace Ballroom I |
10:00am -10:15am | Break |
10:15am – 11:00am | GUSA Board Meeting All GI members are welcome to attend. Only GUSA Board members can vote. Location: Palace Ballroom I |
11:00am – 11:45am | GI Board Meeting All GI members are welcome to attend. Only GI Voting Directors can vote. Location: Palace Ballroom I |