Introducing the 2023 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households, a comprehensive examination of the generosity and engagement of philanthropic families across the United States. This esteemed study, now in its ninth edition, is a collaborative endeavor between Bank of America and the prestigious Indiana University Lilly Family School of Philanthropy.

The year’s study, conducted in January 2023, rigorously examines the landscape of charitable giving and volunteering strategies throughout 2022. Leveraging insights from previous research, this year’s study employs a refined set of questions to provide fresh perspectives designed for longitudinal tracking that resonate with the dynamic nature of philanthropy today. Relevant areas have been expanded and topics have been added to gain a deeper understanding of giving patterns as new issues emerge. Where possible, trends over a two and five-year period are highlighted to provide context or highlight statistically significant changes.

Presenter:

Eric Weinheimer is a Senior Vice President and Philanthropic Strategist for the National Consulting and Advisory Practice at Bank of America Private Bank, based in Chicago, IL.

In his role, Eric delivers customized consulting and advisory services to nonprofit clients? boards of directors and senior leaders. His areas of expertise include strategic planning, board governance, revenue diversification, and social enterprise. He also has extensive experience in working with high-net worth individuals and families in identifying and achieving their philanthropic goals.

Previously, Eric served as President and CEO of Forefront, a regional association of grantmakers, nonprofits, advisors, social entrepreneurs, and impact investors. He was also President and CEO of The Cara Program, a non-profit organization that provides comprehensive training, job placement and support services to individuals who are homeless and struggling in poverty. During Eric’s tenure, The Cara Program founded and established three social enterprises, including Cleanslate Chicago. He has also served as Interim CEO for nonprofits that have experienced significant internal challenges and crises.