Wharton Stories
August 14, 2023
Wharton School Announces New Executive Board Appointments The boards are comprised of highly dedicated and deeply engaged alumni and friends. The School thanks them for their leadership. Wharton congratulates the following new members and current members with new appointments whose terms began on July 1, 2023: Ravi Ahuja, W’92, WG’97...
January 10, 2023
Brothers in Arms and Entrepreneurship WHO THEY ARE: Chase Hobby, WG’20, and Evan Seale, WG’20, armed forces veterans who agree that their time in the military played a pivotal role in their desire to pursue entrepreneurship at Wharton. WHAT’S THEIR STORY: Hobby and Seale are co-founders of VRB Labs, a...
October 14, 2022
Cait Lamberton Named Inaugural Alberto I. Duran President's Distinguished Professor at the Wharton School Philadelphia, PA, October 23, 2019 — Penn President Amy Gutmann and Wharton Dean Geoff Garrett are pleased to announce the appointment of Cait Lamberton as the inaugural Alberto I. Duran President’s Distinguished Professor at the Wharton...
October 14, 2022
New Professorship Established by Nancy Yang, W’92 to be Awarded to Angela Duckworth at the University of Pennsylvania Philadelphia, PA, May 4, 2020 — Penn President Amy Gutmann, Wharton Dean Geoffrey Garrett, and Penn Arts & Sciences Dean Steven J. Fluharty are pleased to announce the establishment of the Rosa...
March 24, 2022
Ellen L. Hanson and Richard E. Perlman Commit $10 Million to Create Entrepreneurship Through Acquisition at the Wharton School of the University of Pennsylvania PHILADELPHIA, March 24, 2022—The Wharton School of the University of Pennsylvania is pleased to announce a $10 million commitment from Ellen L. Hanson and Richard E....
February 17, 2022
Judd B. Kessler appointed inaugural recipient of Howard Marks Endowed Professorship Howard S. Marks, W’67 PHILADELPHIA, February 17, 2022—Judd B. Kessler has been named the inaugural Howard Marks Endowed Professor at the Wharton School of the University of Pennsylvania. The professorship, which has been generously funded by Howard S. Marks,...
November 9, 2021
For those on a journey from the battlefield to the boardroom, the Wharton School helps its MBA student veterans as they transition into the private sector. Active duty personnel also receive tuition benefits and the support of the School as they embark on their studies while remaining in service. The...
September 30, 2021
Penn Media Accountability Project (PennMAP) Research and Outcomes to Expand Thanks to Leadership Gift PHILADELPHIA, September 30, 2021—The Wharton School and the University of Pennsylvania are delighted to announce the expansion of the Penn Media Accountability Project (PennMAP), an interdisciplinary, nonpartisan research project dedicated to enhancing media transparency and accountability....
May 19, 2021
PHILADELPHIA, PA, May 20, 2021 – The University of Pennsylvania (“the University,” “Penn”) is delighted to announce a new anonymous gift of $5 million in the form of Bitcoin – the largest cryptocurrency gift the University has ever received. Facilitated by NYDIG, an industry leader in providing Bitcoin technology and...
March 18, 2021
To mark International Women’s Day, the More Than Ever Tour hosted a wide-ranging conversation on the transformative power of women’s leadership in Rwanda — and how lessons learned in that country can be applied globally. In 2003, the country’s newly passed Constitution declared the country was committed to “equality between...
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 Online
Apple Pay and Google Wallet are accepted.
▼ Give by Phone
Call The Wharton Fund at +1.215.898.7868
▼ Give by Mail
▼ Donor-Advised Funds – Online Distributions
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
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.
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
You can make a tax-effective Qualified Charitable Distribution (QCD) from your IRA directly to Wharton beginning at age 70½. The amount of your QCD is excluded from your Adjusted Gross Income (AGI) and reduces your taxable income.
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.
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.
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).
For USPS
Wharton External Affairs
Suite 500 FMC Tower
2929 Walnut Street
Philadelphia, PA 19104
For FedEx, UPS, and DHL Deliveries Only
Wharton External Affairs
Suite 300 FMC Tower
2929 Walnut Street
Philadelphia, PA 19104