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.

Stories

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.

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.

▼ Give by Phone

Call The Wharton Fund at +1.215.898.7868

▼ Give by Mail

At this time, we are asking that all checks be sent directly to the bank for processing. Please include your name (and your spouse’s name if applicable), affiliation(s) and how to allocate your gift (ex. The Wharton Fund).

Make checks payable to
“The Trustees of the University of Pennsylvania”

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

For FedEx and UPS Deliveries Only
University of Pennsylvania
Wharton External Affairs
Suite 300 FMC Tower
2929 Walnut Street
Philadelphia, PA 19104

▼ 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.

Use Our Secure Giving Site

▼ 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:

  • Bank of America
  • Deloitte & Touche LLP
  • Exxon Mobil
  • Goldman Sachs
  • Google
  • IBM
  • Microsoft
  • PricewaterhouseCoopers
  • Wells Fargo
  • 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.

Canada
Europe
Hong Kong
United Kingdom

▼ 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.

Learn About Planned Gifts