Support The Wharton Fund by December 31!
The 2025 tax year ends December 31, 2025, 11:59 PM ET
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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
Hear from Wharton Leaders
Bill Bole
Chief Advancement Officer, Wharton External Affairs
“The Wharton Fund ensures the School is ready for what’s next.”
Colleen O’Neill
Chief Operating and Financial Officer, The Wharton School
“Philanthropy doesn’t just support the extras, it supports the essentials.”
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
Wharton Fund-powered Global Modular Course participants
Loyalty Society Members
WG’25 donors to their Class Gift
Alumni who used Wharton Fund-fueled MBA Career Management last year
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 2025 fiscal year:
Interact with the donut graph to view percentage details.
MBA Financial Aid (31%)
MBA Financial Aid opened doors for the next generation of global learners to say yes to a Wharton education.
Technology and Digital Resources (20%)
Improvements to the School’s digital infrastructure ensured the Wharton community excelled in hybrid modes of collaboration.
Administrative Departments (13%)
Administrative departments played a crucial role in driving Wharton’s growth by advancing the School’s brand and strengthening its global network.
Student Programming (13%)
A hallmark of the Wharton education, experiential learning taught students to navigate the current business landscape through critical thinking.
Facilities (12%)
Ongoing investments in Wharton’s facilities fostered state-of-the-art spaces that encouraged student success.
Global Research and Initiatives (7%)
Wharton’s global initiatives expanded the classroom to every corner of the world.
Research Centers (4%)
Through groundbreaking efforts in analytics, behavioral research, and AI, Wharton continued to shape the future of business innovation.
Leadership and Loyalty
The Wharton Fund Giving Societies
The Benjamin Franklin Society
The Wharton Fund Loyalty Society
Leadership and Loyalty
The Wharton Fund Giving Societies
The Benjamin Franklin Society
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 Truta Morris
Senior Director
The Wharton Fund
truta@wharton.upenn.edu
+1.215.898.3552
Kinjal Mathur
Director
25th and 30th Reunions
Full Time MBA Classes:
1994-2002
kinjalm@wharton.upenn.edu
+1.302.668.9895
Diana Paterno
Senior Associate Director
The Wharton Fund
dianapat@wharton.upenn.edu
+1.215.292.5959
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
Associate Director
10th, 15th, and 20th Reunions
Full-Time MBA Classes:
2003-2017
zellerp@wharton.upenn.edu
+1.215.573.9096
Isaiah Bryant
Associate Director
1st and 5th Reunions
Full-Time MBA Classes:
2018-2025
ibryant@wharton.upenn.edu
+1.215.573.7352
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 Truta Morris
Senior Director
The Wharton Fund
truta@wharton.upenn.edu
+1.215.898.3552
Kinjal Mathur
Director
25th and 30th Reunions
Full Time MBA Classes:
1994-2002
kinjalm@wharton.upenn.edu
+1.302.668.9895
Diana Paterno
Senior Associate Director
The Wharton Fund
dianapat@wharton.upenn.edu
+1.215.292.5959
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
Associate Director
10th, 15th, and 20th Reunions
Full-Time MBA Classes:
2003-2017
zellerp@wharton.upenn.edu
+1.215.573.9096
Isaiah Bryant
Associate Director
1st and 5th Reunions
Full-Time MBA Classes:
2018-2025
ibryant@wharton.upenn.edu
+1.215.573.7352
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.