The image contains the phrase "Invest in WHARTON" in blue text with "WHARTON" highlighted in a bold, strong typeface.

This moment — of evolving needs and shifting financial landscapes — demands the bold investment and agility provided by The Wharton Fund.

Dean Erika James wearing a large necklace

It’s no secret that higher education is at a crossroads. Questions about cost, relevance, and return on investment are reshaping how people think about business school.

At Wharton, we believe the answer exists not in promises, but in outcomes. We prepare students to succeed today and empower them to shape what’s next.

When you give to The Wharton Fund, you’re backing students’ potential by:

  • Easing financial burdens through financial aid
  • Expanding access to unparalleled experiential learning
  • Strengthening a network that lasts a lifetime

Your gift to The Wharton Fund sends a powerful signal that the value of a Wharton education is not only worth the investment, but it is essential to fueling the leadership promise of the next generation.

Erika H. James
Dean, The Wharton School

Give to The Wharton Fund today

Hear from Wharton Leaders

Picture of Bill Bole

Bill Bole
Chief Advancement Officer, Wharton External Affairs

The Wharton Fund ensures the School is ready for what’s next.”

Picture of Colleen O'Neill

Colleen O’Neill
Chief Operating and Financial Officer, The Wharton School

“Philanthropy doesn’t just support the extras, it supports the essentials.”

Craig Enenstein

Craig Enenstein, G’95, WG’95, PAR’25
Member, Graduate Executive Board and Benjamin Franklin Society

“Wharton gives us enormous value, it’s our duty to build the brand.”

The Wharton Fund at a Glance

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Wharton Fund-powered Global Modular Course participants

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Loyalty Society Members

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WG’25 donors to their Class Gift

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Alumni who used Wharton Fund-fueled MBA Career Management last year

A group of students in a university hallway wearing Penn clothing, featured on the cover of the 2025 Wharton Donor Honor Roll booklet.

2025 Donor Honor Roll

The Wharton Fund sincerely thanks everyone who included the School in their philanthropy during the 2025 fiscal year.

This honor roll lists donors who made gifts to The Wharton Fund during the 2025 fiscal year (July 1, 2024-June 30, 2025). If you are a member of a giving society or made your first gift to The Wharton Fund last fiscal year, look for a special charm next to your name in recognition of these meaningful milestones.

Your Support in Action

The Wharton Fund — the Wharton School’s unrestricted giving fund — backs existing programs and initiatives while also serving as the seed money for innovative new ventures.

Unrestricted giving supported the following areas during the 2024 fiscal year:

Interact with the donut graph to view percentage details.

MBA Financial Aid (31%)
MBA Financial Aid made the Wharton experience more accessible and affordable.

Technology and Digital Resources (21%)
Enhancements to the School’s digital infrastructure proved crucial as the Wharton community continued to thrive in hybrid learning and work environments.

Administrative Departments (15%)
Responsible for promoting the Wharton brand and keeping alumni connected to the School, our administration played a pivotal role in our ongoing growth.

Facilities (11%)
Investments in the School’s facilities ensured that Wharton’s learning environments positioned students for success on their academic journey.

Student Programming (11%)
Woven into the framework of a Wharton degree, experiential learning opportunities played a key role in strengthening the team-building and problem-solving skills of Wharton students.

Global Research and Initiatives (6%)
Global educational initiatives, like Global Modular Courses, turned the world into a classroom for Wharton students.

Research Centers (5%)
From Wharton People Analytics and the Behavior Lab to the School’s groundbreaking advancements in AI, Wharton has remained a thought-leader at the forefront of business and innovation.

Leadership and Loyalty

The Wharton Fund Giving Societies

Ben Franklin bust inside a shield

The Benjamin Franklin Society

The Benjamin Franklin Society (BFS) is Wharton’s leadership annual giving circle. BFS members generously contribute $2,500 or more annually to The Wharton Fund. Recent Wharton graduates, 0-4 years out, can join the Young Franklin Society with gifts of $1,000 or more. Wharton thrives on the outsized impact of its BFS members.
The Wharton Fund Loyalty Society, Historic Stock Ticker logo

The Wharton Fund Loyalty Society

The Wharton School recognizes the dedication of those who have given for three or more consecutive fiscal years to The Wharton Fund with membership in The Wharton Fund Loyalty Society.

Leadership and Loyalty

The Wharton Fund Giving Societies

Ben Franklin bust inside a shield

The Benjamin Franklin Society

The Benjamin Franklin Society (BFS) is Wharton’s leadership annual giving circle. BFS members generously contribute $2,500 or more annually to The Wharton Fund. Recent Wharton graduates, 0-4 years out, can join the Young Franklin Society with gifts of $1,000 or more. Wharton thrives on the outsized impact of its BFS members.
The Wharton Fund Loyalty Society, Historic Stock Ticker logo

The Wharton Fund Loyalty Society

The Wharton School recognizes the dedication of those who have given for three or more consecutive fiscal years to The Wharton Fund with membership in The Wharton Fund Loyalty Society.

Contact Us

Do you have questions about The Wharton Fund? Visit our FAQs site or reach out any time to one of our Wharton Fund Liaisons. Not sure who to contact? Reach our office at +1.215.898.7868.

Beth Morris

Beth Truta Morris
Senior Director
The Wharton Fund
truta@wharton.upenn.edu
+1.215.898.3552

Kinjal Mathur

Kinjal Mathur
Director
25th and 30th Reunions
Full Time MBA Classes:
1994-2002
kinjalm@wharton.upenn.edu
+1.302.668.9895

Diana Paterno

Diana Paterno
Senior Associate Director
The Wharton Fund
dianapat@wharton.upenn.edu
+1.215.292.5959

Jamie Lemisch

Jamie Lemisch
Senior Associate Director
35th-50th Reunions and Emeritus
Full Time MBA Classes:
1993 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

Patrick Zeller

Patrick Zeller
Associate Director
10th, 15th, and 20th Reunions
Full-Time MBA Classes:
2003-2017
zellerp@wharton.upenn.edu
+1.215.573.9096

Isaiah Bryant

Isaiah Bryant
Associate Director
1st and 5th Reunions
Full-Time MBA Classes:
2018-2025
ibryant@wharton.upenn.edu
+1.215.573.7352

Picture of Leilana Austin

Leilana Austin
Associate Director
MBAs for Executives
leilana@wharton.upenn.edu
+1.215.898.6574

Contact Us

Do you have questions about The Wharton Fund? Visit our FAQs site or reach out any time to one of our Wharton Fund Liaisons. Not sure who to contact? Reach our office at +1.215.898.7868.

Beth Morris

Beth Truta Morris
Senior Director
The Wharton Fund
truta@wharton.upenn.edu
+1.215.898.3552

Kinjal Mathur

Kinjal Mathur
Director
25th and 30th Reunions
Full Time MBA Classes:
1994-2002
kinjalm@wharton.upenn.edu
+1.302.668.9895

Diana Paterno

Diana Paterno
Senior Associate Director
The Wharton Fund
dianapat@wharton.upenn.edu
+1.215.292.5959

Jamie Lemisch

Jamie Lemisch
Senior Associate Director
35th-50th Reunions and Emeritus
Full Time MBA Classes:
1993 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

Patrick Zeller

Patrick Zeller
Associate Director
10th, 15th, and 20th Reunions
Full-Time MBA Classes:
2003-2017
zellerp@wharton.upenn.edu
+1.215.573.9096

Isaiah Bryant

Isaiah Bryant
Associate Director
1st and 5th Reunions
Full-Time MBA Classes:
2018-2025
ibryant@wharton.upenn.edu
+1.215.573.7352

Picture of Leilana Austin

Leilana Austin
Associate Director
MBAs for Executives
leilana@wharton.upenn.edu
+1.215.898.6574

Ways to Give

Can’t find what you’re looking for? Contact The Wharton Fund at +1.215.898.7868 or whartonfund@wharton.upenn.edu

The University's Tax ID is 23-1352685. The fiscal year is July 1 - June 30.