| 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 Galvine, 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 Galvine, 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?
Facilitator: Meg George, George Philanthropies Table 2: Internal culture and external impact: aligning metrics and Incentives with client outcomes
Facilitator: Jim Bush, Winkler Group
Table 3: What trust will mean in the next decade of philanthropy?
Facilitator: Erik Tomalis, Avidai
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?
Facilitator: Meg George, George Philanthropies
Table 2: Internal culture and external impact: aligning metrics and incentives with client outcomes
Facilitator: Jim Bush, Winkler Group
Table 3: What trust will mean in the next decade of philanthropy?
Facilitator: Erik Tomalis, Avidai
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
100 N Tyron St Charlotte, NC, 28202 |
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Thursday, March 5, 2026 | Navigating Change with Trust and Impact
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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 |
