Frequently Asked Questions

Are you ready to activate your connection to Wharton as an alumnus or perhaps even further increase your impact? Find the answers to your questions to connect to Wharton as an alumnus and take advantage of the many benefits being part of the Wharton alumni community has to offer.

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

▼ Give Online

Use Our Secure Giving Site

Apple Pay and Google Wallet are accepted.

▼ Give by Phone

Call The Wharton Fund at +1.215.898.7868

▼ Give by Mail

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).

For USPS
Wharton External Affairs
Suite 500 FMC Tower
2929 Walnut Street
Philadelphia, PA 19104

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

▼ Donor-Advised Funds – Online Distributions

Give through your donor-advised fund on our giving website with DAF Pay.
Visit Wharton DAFpay and your preferred giving method will default to Donor Advised Fund. When ready to give, click DAFpay and select your DAF provider. Log in to your account and complete your gift.

▼ Donor-Advise Funds or Private Foundations

Contact your DAF provider or foundation manager(s) to direct your gift.

Make donations payable to The Trustees of the University of Pennsylvania
Include your Name, Affiliation, and Fund (ex. Susan Lee WG’97, Wharton Fund)
Penn’s Tax ID is 23-1352685

▼ 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

To make a gift of appreciated securities, including stocks, you or your broker can 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 un-endorsed and you complete a separate stock power form authorizing the transfer of ownership from you to Wharton.

Penn Securities Transfer Form

Brokerage Firm: Morgan Stanley Private Wealth Management
Attention: The Corcoran Ciarelli Group
Phone: +1.610.260.8526

DTC: 0015
Customer Name: University of Pennsylvania
Penn’s Tax ID: 23-1352685
Account Number: 858-010018

Contact our Securities Office at +1.215.898.7254 or stockgifts@lists.upenn.edu
Fax: +1.215.575.5118
University of Pennsylvania
2929 Walnut Street, Suite 300
Philadelphia, PA 19104-5099

▼ Charitable Gifts Through Your IRA

You can make a tax-effective Qualified Charitable Distribution (QCD) from your IRA directly to Wharton beginning at age 70½. The amount of your QCD is excluded from your Adjusted Gross Income (AGI) and reduces your taxable income.

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.

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.

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