Campaign in Review

Campaign Launch

Wharton publicly launched the More Than Ever campaign at the June 2018 Global Forum in New York. Extending its commitment to reaching global alumni and thought leaders, Wharton hosted subsequent forums in Shanghai, drawing a record 1,000+ registrants in March 2019 and London in June 2019. The June 2020 Wharton Global Forum in Singapore shifted to a virtual Lifelong Learning experience with over 400 in attendance.

Wharton Global Forum in New York
Wharton Global Forum in New York
Wharton Global Forum in New York
Wharton Global Forum in New York

Wharton Increases Campaign Goal

Wharton announced increasing its campaign goal from $850 million to $1 billion in 2018, an opportunity made possible by record levels of support and engagement from alumni and friends. The Wharton campaign cabinet formed with Marc Rowan, W’84, WG’85 and Jamie Dinan, W’81 serving as co-chairs and Wharton executive board members continually serving as integral leaders in campaign efforts.

Capital Projects

Capital projects have transformed Wharton and Penn’s campus.

Tangen Hall

Tangen Hall

Tangen Hall is a central hub connecting entrepreneurs across the University, made possible by the AKO Foundation, the charitable foundation established by Nicolai Tangen, W’92 and Katja Tangen.

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Academic-Research-Building

Academic Research Building

The Academic Research Building is a new mixed-use building with a special focus in data and analytics.

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The Lauder Institute

The Lauder Institute

The Lauder Institute building underwent a major renovation, thanks to a generous contribution from Ronald S. Lauder, W’65.

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Larry Robbins House

Larry Robbins House

Larry Robbins House became the new home of the Jerome Fisher Program in Management & Technology and was named in honor of donor Larry Robbins, ENG’92, W’92.

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Mack Pavilion

Mack Pavilion

Mack Pavilion was constructed and serves as home of the William and Phyllis Mack Institute for Innovation Management, all made possible by William Mack, W’61 and Phyllis Mack.

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Analytics

Analytics at Wharton was established in 2019, uniting Customer Analytics, Penn Wharton Budget Model, People Analytics, Wharton Neuroscience, and Wharton Research Data Services. Its formation was made possible by an anonymous leadership gift, creating the Data Science and Business Analytics Fund.

Finance

Novel programs and resources shaping the future of finance

Harris Family Alternative Investments Program

Harris Family Alternative Investments Program

Established by Josh Harris, W’86 and Marjorie Harris.

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Wharton Stevens Center

Stevens Center for Innovation in Finance

Created with the support and partnership of Ross Stevens, W’91

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Bruce Jacobs Professorship and Scholarship

Dr. Bruce I. Jacobs
Professorship and Scholars
in Quantitative Finance

Made possible by Dr. Bruce I. Jacobs, G’79, GRW’86.

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Entrepreneurship

Penn Wharton Entrepreneurship evolved into Venture Lab. Housed in Tangen Hall, Venture Lab provides resources for each stage of the startup life cycle and enables students across the University to explore the world of entrepreneurship.

Campaign in Review

Experience Impact in Action

The world and its complex challenges require innovative solutions. The More Than Ever campaign positioned Wharton to meet these challenges head on. Philanthropic support during this campaign significantly increased Wharton’s capacity to incubate ideas, power insights, and create leaders who change the world.

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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.

▼ Phone

Call The Wharton Fund at +1.215.898.7868

▼ Mail

Make checks payable to “The Trustees of the University of Pennsylvania”
Include your name and your spouse’s name (if applicable), affiliation, and The Wharton Fund

Mail by USPS
University of Pennsylvania
Office of the Treasurer
PO BOX 71332
Philadelphia, PA 19176-9913

Mail by FedEx, UPS, DHL
University of Pennsylvania
Wharton External Affairs
Suite 300 FMC Tower
2929 Walnut Street
Philadelphia, PA 19104

▼ Giving from Outside U.S.

If you live outside the United States, visit Penn’s Giving from Outside the U.S. website before making a gift. Your contribution may qualify for tax benefits in your home country, especially if you are a taxpayer in Mexico, Canada, Europe, Hong Kong, or the United Kingdom.

▼ Matching Gifts

Increase the impact of your giving through a matching gift program. To find out if you or your spouse’s employer participates, visit Penn’s matching gifts database.

▼ 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

▼ Securities

To make a gift of appreciated securities, either you or your broker should contact:
Morgan Stanley Private Wealth Management
Attention: Kristine Hankins
+1.610-260-8531
DTC: 0015
Customer Name: University of Pennsylvania
Penn’s Tax ID/EIN is 23-1352685
Account Number: 858-010018

 To contact the University’s Securities Office contact:
Contact: Jean Suta
+1.215.898.7254
stockgifts@lists.upenn.edu
University of Pennsylvania
2929 Walnut Street, Suite 300
Philadelphia, PA 19104-5099

▼ Planned Giving

The Office of Gift Planning can help you:

  • Donate appreciated securities
  • Structure gifts of stock
  • Use real estate to make a gift
  • Set-up a Penn Donor Advised Fund
  • Designate retirement plan assets or life insurance
  • Use charitable gift annuities
  • Give with IRA charitable rollovers
  • Tailor a bequest from your living trust or will

Learn more or contact the Office of Gift Planning at +1.215.898.6171.