Funding Opportunities
Giving Definitions
Typically philanthropic commitments are paid over a period of three to five years.
Term Gifts
Term funding provides greater financial support upfront than an endowed gift and funding is spent down over a period of years.
Endowed Gifts
An endowed gift provides sustained funding that transforms a program or initiative. This level of philanthropy enables Wharton to confidently launch new initiatives and plan for future activities or address immediate needs.
Unrestricted Gifts
Unrestricted gifts mean that the donor allows Wharton to be flexible in spending the money. The annual fund, also known as The Wharton Fund, is the School’s unrestricted giving program and it helps the daily operations run smoothly, enabling innovation, and provides growth to our students.
Student Support
Students come to Wharton seeking opportunities that prepare them to become the next generation of business leaders. Wharton is committed to recruiting and matriculating the most talented and innovative students who will make a difference across the globe. Financial support plays a significant role in their ability to attend Wharton and maximize their time at the School. You can make a transformative impact on the lives of exceptional Wharton students by establishing and expanding undergraduate scholarships or MBA fellowships.
For more information, please contact
Alison Matejczyk, Senior Executive Director of Development
matejczy@wharton.upenn.edu | +1.215.898.0097
Research and Programs
Wharton attracts and energizes the best minds, improving research and learning outcomes that make an impact within and far beyond campus. Equipped with proven business fundamentals, leadership development, and innovative knowledge in analytics, entrepreneurship, and finance, Wharton students and alumni launch, grow, and lead companies and organizations that serve the global economy. Your philanthropic support will enable Wharton to develop and expand the innovative programs and research that shape business education and the world over.
For more information, please contact
Alison Matejczyk, Senior Executive Director of Development
matejczy@wharton.upenn.edu | +1.215.898.0097
Campus
Two campus buildings serve the Wharton and Penn community and spark collaboration, promote teaching excellence, foster innovative learning, and advance analytics that inform decision-making. When you name a space in one of these highly active buildings, your commitment is visible to those who study, meet, learn, and thrive in a world-leading campus environment.
For more information, please contact
Alison Matejczyk, Senior Executive Director of Development
matejczy@wharton.upenn.edu | +1.215.898.0097
Tangen Hall
Wharton Academic Research Building
Jon M. Huntsman Hall
Steinberg Hall-Dietrich Hall
Campus
Two campus buildings serve the Wharton and Penn community and spark collaboration, promote teaching excellence, foster innovative learning, and advance analytics that inform decision-making. When you name a space in one of these highly active buildings, your commitment is visible to those who study, meet, learn, and thrive in a world-leading campus environment.
Tangen Hall
Wharton Academic
Research Building
Jon M. Huntsman Hall
Steinberg Hall-Dietrich Hall
For more information, please contact
Alison Matejczyk, Senior Executive Director of Development
matejczy@wharton.upenn.edu | +1.215.898.0097
Stories
Learn about positive experiences, opportunities, and outcomes made possible by the philanthropy of Wharton alumni, donors, and friends.
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 Online
▼ 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.
▼ 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
- 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.
▼ 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.