MBA Fellowship
INVEST IN THE NEXT GENERATION OF LEADERS AND PROVIDE FOR SIGNATURE WHARTON STUDENT EXPERIENCES
“This fellowship changed the trajectory of my life and the opportunities available to my family. I have been introduced to a world and community that I didn’t even realize existed. My Wharton experience will help me achieve the life I want and allow me to be a strong contributor to the world I want to see.”
Nicolette Omoile, WG’19
Fellowship Recipient
MBA Fellowship
INVEST IN THE NEXT GENERATION OF LEADERS AND PROVIDE FOR SIGNATURE WHARTON STUDENT EXPERIENCES
“This fellowship changed the trajectory of my life and the opportunities available to my family. I have been introduced to a world and community that I didn’t even realize existed. My Wharton experience will help me achieve the life I want and allow me to be a strong contributor to the world I want to see.”
Nicolette Omoile, WG’19
Fellowship Recipient
Invest in the Next Generation of Leaders and Provide For Signature Wharton Student Experiences
HELP STUDENTS CHOOSE WHARTON
Making significant fellowship offers during the admissions process helps ensure Wharton attracts and matriculates the highest-caliber students, a critical component to staying competitive among peer schools. Fellowships send a signal to prospective students that Wharton is invested in their success.
By establishing a fellowship, you will help Wharton bring the best and brightest to campus, where they can learn from leading faculty, build analytical skills, and develop entrepreneurial thinking. Through your support Wharton will build a diverse student body and empower them to realize their full potential as industry leaders.
EMPOWER STUDENTS TO THRIVE
MBA candidates are strongly encouraged to participate in immersive learning experiences, such as Leadership Ventures and Global Modular Courses, the cost of which go beyond tuition and fees. By offsetting the cost of attendance, fellowship aid bridges this gap. You will ensure students have the financial support they need to take full advantage of the opportunities Wharton offers — within and beyond the classroom.
LEAVE A LASTING LEGACY
Wharton makes a difference — not just in the lives of students, but also in the companies and organizations they go on to lead. Alumni turn great ideas into results that matter, creating value in communities near and far. By investing in future business leaders, you will empower them to create an impact that endures long after graduation.
CONTACT US
Molly McKenzie
Director of Regional Development
mollymck@wharton.upenn.edu
Fellowship Giving Opportunities
Wharton is committed to recruiting, educating, and empowering the most promising MBA students. Fellowships have a multiplier effect — giving back to students who will shape growth in their communities and inspiring them to pay it forward to future generations of Wharton students.
Your support of such high-potential students will provide them with the opportunity to transform business and change the world.
How It Works
An elite business education is still in demand and the best students are as well. Merit-based fellowships help ensure that Wharton continues to attract and matriculate the best students. Recipients graduate with less debt and have more financial flexibility to participate in Wharton’s robust experiential learning opportunities — a critical component of the MBA experience.
- The average fellowship per aided MBA student has risen at an average rate of 9 percent per year — 70 percent overall — between the class of 2015 and 2021.
- Criteria for fellowship selection include unique personal qualities and background, academic achievement, exceptional professional development, and community involvement.
- Fellowships are two-year awards, split equally over four semesters for a typical MBA student.
- Awards are offered in the Admission and Financial Aid letter.
Current MBA Fellowship Funding
Class of 2024 Profile
U.S. Race / Ethnicity*
* Data represents 65% of students that are U.S. passport holders only. Percentages are out of 877 students.
MBA Fellowship Opportunities
*The average annual award projected is based on the University of Pennsylvania’s annual target payout of 5% of each endowment fund.
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.