April 2024 • Edition 31
April 2024 - Edition 31 The dean travels the world with the Wharton Impact Tour, a faculty member earns the Mitchell J. Blutt and Margo Krody Blutt Presidential Professorship, and Wharton Global Youth offers a new online program for teens. Looking Back on This Year's Impact Tour From Seattle to...
March 2024 • Edition 30
March 2024 • Edition 30 In honor of Women's History Month, this edition highlights some remarkable women who are a part of the Wharton community. More than 120 people gather on campus to acknowledge achievements made by women in data science, an alumna shares the programs that make her proud...
February 2024 • Edition 29
February 2024 • Edition 29 In honor of Black History Month, this edition amplifies diverse voices connected to Wharton. An MBA student reflects on leadership lessons he learned in New Zealand, an alumni couple connects with a famous relative to transform the beauty and entertainment industries, and the Whitney M....
January 2024 • Edition 28
January 2024 • Edition 28 Lauder students explore new corners of the world, Analytics at Wharton documents a year of discoveries and successes, and BEPP looks back on 40 years of its pioneering program. Lauder Students Embark on First-Ever Argentina and Uruguay Intercultural Ventures Thanks to donors like you, Lauder...
December 2023 • Edition 27
December 2023 • Edition 27 Ayana Machen, WG’99, PAR’26, and Rob Machen, PAR’26, make the case for diversity in business; Wharton launches a new AI initiative; and the Wharton Fund Loyalty Society reaches new heights. Machen Family Backs Coalition for Equity and Opportunity to Combat ‘Untapped Potential’ Ayana Machen, WG’99,...
November 2023 • Edition 26
November 2023 • Edition 26 MBA students thank donors like you, a doctoral student pushes the limits of social science at Wharton Analytics, and the Wharton Impact Tour welcomes Jeremy Siegel and T-Mobile’s CEO. Thank You for Championing Tomorrow’s Business Leaders From Philadelphia to San Francisco — and even Patagonia...
September 2023 • Edition 25
September 2023 • Edition 25 Wharton Impact announces new Tour dates with Dean Erika James and spotlights Robb LeMasters, W'99, and one of the School's fundraising priorities: the Coalition for Equity and Opportunity. Join Dean James on the Wharton Impact Tour To share her vision for Wharton’s future, Dean Erika...
August 2023 • Edition 24
August 2023 • Edition 24 This summer, thanks to the support of donors like you, Wharton undergraduates explored potential careers; the Lauder Institute added a new language program; and Wharton Global Youth launched an investment competition for secondary students. Wharton Students Capitalize on Summer Internships Every year, the Career Services...
July 2023 • Edition 23
July 2023 • Edition 23 Pedro Lichtinger, WG’78, builds his legacy by supporting The Wharton Fund; a new gift transforms healthcare entrepreneurship; and a novel partnership brings business education to the incarcerated. Leaving a Legacy at Wharton When Pedro Lichtinger, WG’78, arrived at Wharton, he was only 21 years old...
June 2023 • Edition 22
June 2023 • Edition 22 This month’s edition highlights the significance of the Dr. Bruce I. Jacobs Scholars in Quantitative Finance program; the dynamism of Dean Erika James and Professor Adam Grant at the Wharton Impact Tour’s Philadelphia stop; and reflections by alumnae in celebration of this year’s newly graduated...
April 2024 • Edition 31
April 2024 - Edition 31 The dean travels the world with the Wharton Impact Tour, a faculty member earns the Mitchell J. Blutt and Margo Krody Blutt Presidential Professorship, and Wharton Global Youth offers a new online program for teens. Looking Back on This Year's Impact Tour From Seattle to...
March 2024 • Edition 30
March 2024 • Edition 30 In honor of Women's History Month, this edition highlights some remarkable women who are a part of the Wharton community. More than 120 people gather on campus to acknowledge achievements made by women in data science, an alumna shares the programs that make her proud...
February 2024 • Edition 29
February 2024 • Edition 29 In honor of Black History Month, this edition amplifies diverse voices connected to Wharton. An MBA student reflects on leadership lessons he learned in New Zealand, an alumni couple connects with a famous relative to transform the beauty and entertainment industries, and the Whitney M....
January 2024 • Edition 28
January 2024 • Edition 28 Lauder students explore new corners of the world, Analytics at Wharton documents a year of discoveries and successes, and BEPP looks back on 40 years of its pioneering program. Lauder Students Embark on First-Ever Argentina and Uruguay Intercultural Ventures Thanks to donors like you, Lauder...
December 2023 • Edition 27
December 2023 • Edition 27 Ayana Machen, WG’99, PAR’26, and Rob Machen, PAR’26, make the case for diversity in business; Wharton launches a new AI initiative; and the Wharton Fund Loyalty Society reaches new heights. Machen Family Backs Coalition for Equity and Opportunity to Combat ‘Untapped Potential’ Ayana Machen, WG’99,...
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 fiscal year is July 1 - June 30. Penn's Tax ID/EIN is 23-1352685.
▼ Give Online
▼ Give by Phone
Call The Wharton Fund at +1.215.898.7868
▼ Give by Mail
▼ Gifts of Cash
Cash gifts can be made by check or charged to a credit card.
Charitable gifts of cash are deductible up to 60% of the donor’s adjusted gross income in the year of the gift with any balance carried forward up to five more years. In valuing any charitable gift for tax purposes, the donor must reduce the gift amount by the fair market value of any goods or services received from the charity.
Wharton’s Fiscal Year is July 1- June 30.
▼ Donor-Advised Funds or Private Foundations
Recommend or direct gifts through donor-advised funds or private foundations.
Penn’s Tax ID/EIN is 23-1352685
Make donations payable to “The Trustees of the University of Pennsylvania”
Designate gift to The Wharton Fund.
▼ Bank Wires
Send your gift via a bank wire to:
Wells Fargo Bank N.A.
420 Montgomery Street
San Francisco, CA 94104
Account Name: The Trustees of the University of Pennsylvania – Gifts Accounting
Account# 2000030009956
Reference: Name and Affiliation (example: Susan Lee, WG’99)
For Domestic Wires and ACH’s
ABA Routing #: 121-000-248
For International Wires Only
SWIFT CODE: WFBIUS6S
CHIPS: 0407
▼ Appreciated Securities
The transfer of stock from a donor to Wharton is a fairly simple transaction. Morgan Stanley serves as the University’s main brokerage firm. You will need to work directly with your broker to complete a transfer form and initiate a transfer of stock to the University of Pennsylvania. If you hold the certificate, it is best if those certificates remain unendorsed and you complete a separate stock power form authorizing transfer of ownership from the donor to Wharton.
▼ Charitable Gifts Through Your IRA
The Protecting Americans from Tax Hikes Act of 2015, has extended the IRA Charitable Rollover permanently. The extension allows individuals age 70½ and older to donate up to $100,000 from their IRAs to The Wharton School tax-free. You do not receive an income tax charitable deduction. This provision allows you to transfer money from your IRA directly to Wharton, without having to recognize the transfer as taxable income. You should consult with your tax advisors about your specific situations.
The sample letter can be used to send to your IRA plan provider.
▼ Matching Gifts
Don’t miss the unique opportunity to increase the impact of your giving through a matching gift program. To find out if your employer participates and learn more about how to apply a match to your Wharton Fund gift, visit Penn’s matching gifts database. Most matching gifts are made by companies employing Wharton alumni, including:
- Apple
- Deloitte
- Johnson & Johnson Corporation
- Microsoft
- PricewaterhouseCoopers
- Goldman Sachs
- Visa
- And many more
For more information concerning the Matching Gifts Program, you can call +1.215.898.5069 or contact devgifts@dev.upenn.edu.
▼ Giving from Outside U.S.
If you live outside the United States and are considering a gift to Wharton, please visit Penn’s Giving from Outside the U.S. website. If you are a taxpayer in one of the following areas, please visit our country-specific giving pages before making your gift as your contribution may qualify for tax benefits in your home country.
▼ Planned Gifts
Planned gifts can be made through bequests, unitrusts, life insurance, pooled income funds, and real estate. If you are interested in learning more about planned giving opportunities, call +1.215.898.6171 or click on the link below.
Make checks payable to: “The Trustees of the University of Pennsylvania”
Please include your name (and your spouse’s name if applicable), affiliation(s) and how to allocate your gift (ex. The Wharton Fund).
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Wharton External Affairs
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Philadelphia, PA 19104