The Hattersley Society

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.

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 to The Wharton Fund

▼ 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

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

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).

▼ 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

Individuals may make a Qualified Charitable Distribution (QCD) from their IRA directly to Wharton beginning at age 70½. The amount of the QCD is excluded from a donor’s Adjusted Gross Income (AGI), and thus not subject to income tax; donors do not receive an income tax charitable deduction for the gift. Donors age 73 and over may use QCDs to satisfy some or all of their Required Minimum Distributions (RMDs) up to $108,000 annually. The sample letter can be used to send to your IRA plan provider.

It is now possible to make a qualified charitable distribution from an IRA to fund a charitable gift annuity. This opportunity has some limitations and restrictions that differ from standard charitable gift annuities, and these should be examined closely when considering a gift. Contact us to learn more.

▼ 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