The Hattersley Society Logo
Gordon B. Hattersley, Jr. (1930-2002)

The Hattersley Society honors alumni and friends who have provided for Wharton’s future through life income, bequest, and other estate and planned gifts.

The Society is named for the late Gordon B. Hattersley, Jr. (1930-2002), who graduated from the Wharton MBA Program in 1954. Co-founder of UTI Corporation, Mr. Hattersley was closely involved in the life of Wharton. He served as a member of the Undergraduate Executive Board for many years, and as a member of the School’s Board of Overseers. His support of Wharton during his lifetime included decades of support of the Wharton Fund and gifts of financial aid for high school students attending the School’s Leadership in the Business World program. He helped Wharton build new, world-class teaching facilities with major gifts to name prominent spaces in the Steinberg Conference Center and in Jon M. Huntsman Hall, spaces named for his father, Gordon, Sr. W’24. Mr. Hattersley’s generous support of Wharton extended after his death. His unrestricted estate gift to the School is the largest such gift in the School’s history.

Qualifications for Membership

We are pleased to include in the Hattersley Society individuals who provide support for Wharton in one or more of the following ways:

  • Make a bequest to Wharton through a will or living trust
  • Establish a gift with Wharton that provides a stream of payments to the donor for life, such as a charitable gift annuity, charitable trust or pooled income fund
  • Name Wharton as owner and/or beneficiary of a life insurance policy
  • Name Wharton as a beneficiary of an IRA, 401(k), 403(b) or other retirement plan.
  • Make a gift using the IRA Charitable Rollover
  • Establish a charitable remainder trust to benefit Wharton
  • Make some other form of estate or planned gift to Wharton, such as a gift of a life estate or charitable lead trust.

Membership Benefits

The Hattersley Society is a sister society of the University of Pennsylvania’s Charles Custis Harrison Society, the University-wide recognition program for planned giving donors. Members receive special mailings from the School including Creating Futures, our planned giving newsletter. Hattersley Society members are also invited to annual Harrison Society luncheons, as well as other Schoolwide programs. Most important, members have the satisfaction of knowing that they are helping ensure the future of the Wharton School and benefiting future generations of Wharton students.

Joining The Hattersley Society

To become a member, please contact us regarding the nature of the bequest or planned gift made. Many individuals supply a copy of the specific paragraph or section of a will or trust document that designates his or her commitment to Wharton. All information provided will be maintained in the strictest confidence. If you wish, you may be enrolled as an anonymous member.

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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.