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