Gift Planning

Wharton’s Office of Gift Planning provides philanthropic services to donors like you, for whom philanthropy is an important part of life. Our goal is to help you integrate your charitable intentions with your overall tax, estate and financial plans. While you don’t give just to save on taxes, it’s a welcome benefit. We collaborate with you and your advisers to ensure that your philanthropy not only maximizes the benefit of available tax incentives, but also creates a lasting legacy, helping you to make a difference in areas important to you both today and for future generations at Wharton.

Every new planned gift strengthens the programs in which you invest and ensures that the Wharton School remains the world’s preeminent business school — one prepared to tackle the pressing problems of the 21st century and to improve the lives of people around the globe.

Select a gift plan below to learn more.

Deferred Charitable Gift Annuity

Charitable Bequest

Charitable Gift Annuity

The Impact Annuity

Penn Donor Advised Fund

Charitable Lead Trust

Charitable Gifts Through Your IRA

Charitable Remainder Trust

 

Gift Planning Calculator

  • Gift Annuity: In exchange for your gift to charity, you or 1-2 other annuitants receive a fixed sum each year for life.
  • Deferred Gift Annuity: In exchange for your gift to charity, you or 1-2 other annuitants receive a fixed sum each year for life starting at the date of first payout.
  • Charitable Remainder Unitrust: Your unitrust pays a fixed percentage of its value, determined each year, to you or others you name for life or a term of years. The remaining assets then go to charity.
  • Charitable Remainder Annuity Trust: Your trust pays a fixed dollar amount each year to you or others you name for life or a term of years. The remaining assets then go to charity.
  • Pooled Income Fund: Your gift is pooled in a fund with gifts from other donors. You or others you name receive your gift’s share of the income the fund earns each year for life. Your gift’s share of the fund then goes to charity.
  • Retained Life Estate: You deed your home or farm to charity, but retain the right to live in it for the rest of your life, a term of years, or a combination of the two.
  • Charitable Lead Unitrust: Your unitrust pays a fixed percentage of its value, determined each year, to charity for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.
  • Charitable Lead Annuity Trust: Your trust pays a fixed dollar amount each year to charity for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.

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.