March 2026 Board Meeting - The Giving Institute

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	Local Nonprofit Talk Speaker(s): TBD Location: Palace Ballroom I
10:00am – 10:15am	Break
10:15am – 11:00am	Panel: Navigating Change with Trust & Impact Speaker(s): TBD Location: Palace Ballroom I
11:00am – 11:30am	Roundtable #1 Table 1: Personal Development Table 2: Professional Development 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: Personal Development Table 2: Professional Development 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): TBD Location: Palace Ballroom I
1:45pm – 2:30pm	Perspectives from Peers Speaker(s): TBD Location: Palace Ballroom I
2:30pm – 2:45pm	Break
2:45pm – 3:45pm	Panel: Navigating Trust Through the Generations Speaker(s): TBD Location: Palace Ballroom I
3:45pm – 5:00pm	Giving Institute 5-year Strategic Planning Working Session Speaker(s): Lee Ernst, Dr. Gloria Chance Location: Palace Ballroom I
6:00pm – 9:00pm	Offsite Dinner (Purchase dinner ticket when you register for the March meeting) Location: Chichetti 100 N Tyron St Charlotte, NC, 28202
Thursday, March 5, 2026 \| Navigating Change with Trust and Impact
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): Kate Kramer, Gail Perry Location: Palace Ballroom I
9:55am – 10:00am	Closing, Update on Summer Symposium & Fall Meetings Speaker(s): Jim Bush, Leya Simmons 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