The Hattersley Society honors alumni and friends who secure Wharton’s future through life income arrangements, bequests, and other planned gifts. Through their generosity, members create a lasting legacy to share for generations to come.
Member Benefits
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 their commitment to Wharton. All information provided will be maintained in the strictest confidence. If you wish, you may be enrolled as an anonymous member.
We are pleased to welcome individuals into the Hattersley Society who provide support for Wharton in one or more of the following ways:
- Make a charitable bequest to Wharton through a will or living trust.
- Name Wharton as a beneficiary of:
- An IRA, 401(k), 403(b), or other retirement plan
- A life insurance policy
- Give using the IRA charitable rollover or a qualified charitable distribution (QCD) from an IRA.
- Establish a gift with Wharton that provides a stream of payments to you for life, including:
- Charitable gift annuity, both immediate and deferred
- A charitable lead or remainder trust
- Create a Penn Impact Annuity.
- Establish a Penn Donor Advised Fund.
- Make some other form of estate or planned gift to Wharton.
Members enjoy a variety of benefits in recognition of their commitment, including:
- Membership in the University’s Harrison Society, which honors alumni and friends who have arranged a planned gift to support any area of the school.
- Guidance on a range of financial and tax advantages from our gift planning team to help you meet your personal goals while supporting Wharton’s mission.
- A subscription to The Used Key is Always Bright, the University’s bi-annual planned giving newsletter.
- Invitations to special events, such as the University’s annual Harrison Society luncheon, and other school-wide programs.
- Invitations to educational seminars hosted by the Office of Gift Planning.
- New society members receive a distinctive lapel pin in their welcome package, providing a visible symbol of their dedication to the University’s legacy.
Read a Wharton Magazine story about how your fellow alumni are making planned gifts to Wharton and enjoying income for life.
How to Make Your Planned Gift
The University’s Office of Gift Planning is available to help you integrate charitable intentions into your estate, tax, and financial planning. With a variety of charitable giving tools and techniques, their office can help you plan a meaningful gift that makes a difference for you and Wharton.
Areas of Support
Designating any area of the Wharton School as part of a planned gift qualifies you for membership in the Hattersley Society. Whether supporting endowed scholarships or specific research centers, these commitments secure Wharton’s future and deserve to be celebrated.
In a rapidly evolving world, the needs of today may differ from those of tomorrow. This is why designating your planned gift to The Wharton Fund, the School’s unrestricted annual fund, is an excellent option for long-term investments.
By providing resources for financial aid, technology enhancements, and innovative new initiatives, The Wharton Fund ensures that Wharton remains relevant and at the forefront of business education every year.
Honoring a Legacy
Named in honor of the late Gordon B. Hattersley, Jr., WG’54, a dedicated supporter of the Wharton School, the Hattersley Society serves as a sister society of Penn’s Charles Custis Harrison Society, the University-wide recognition program for planned giving donors.
Throughout his lifetime, Mr. Hattersley demonstrated unwavering commitment to Wharton through his philanthropy. He provided financial aid to high school students participating in Wharton’s Leadership in the Business World program. He funded world-class teaching facilities in the Steinberg Conference Center and Jon M. Huntsman Hall. As a passionate advocate for unrestricted giving, he supported The Wharton Fund and made the largest unrestricted estate gift in the School’s history, leaving a lasting legacy for future generations.
Explore Planned Giving with Wharton
Thank you for your interest in supporting Wharton through a planned gift. Share a few details below and a member of our team will follow up with you.
Contact Us
Alex Kremstein
Senior Director of Major and Planned Gifts
Wharton External Affairs
akrem@wharton.upenn.edu
+1.267.570.6662
Jamie Lemisch
Senior Associate Director, The Wharton Fund
35th-50th Reunions and Emeritus
Full-Time MBA Classes:
1993 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149
Greg Johnson, MPA, CFP®
Senior Director of Gift Planning
Office of Gift Planning
grege@upenn.edu
+1.215.898.6171
Contact Us
Alex Kremstein
Senior Director of Major and Planned Gifts
Wharton External Affairs
akrem@wharton.upenn.edu
+1.267.570.6662
Jamie Lemisch
Senior Associate Director, The Wharton Fund
35th-50th Reunions and Emeritus
Full-Time MBA Classes:
1993 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149
Greg Johnson, MPA, CFP®
Senior Director of Gift Planning
Office of Gift Planning
grege@upenn.edu
+1.215.898.6171
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.
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).