Wharton Stories
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…Read More
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…Read More
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…Read More
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.…Read More
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,…Read More
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…Read More
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.…Read More
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…Read More
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…Read More
March 10, 2021
What Are the Barriers to Inclusive Leadership? Deloitte, the Wharton School Announce Initiative to Research Barriers, Develop Training and Curriculum to Effect Change Research to compare experiences of Black and Latino/Hispanic American managers to those from racial majority groups, develop curriculum based on research learnings to advance inclusive leadership March…Read More
Campaign in Review
Experience Impact in Action
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.
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▼ Gifts of Cash
Cash gifts can be made by check or charged to a credit card. Charitable gifts of cash are deductible up to 60% of the donor’s adjusted gross income in the year of the gift with any balance carried forward up to five more years. In valuing any charitable gift for tax purposes, the donor must reduce the gift amount by the fair market value of any goods or services received from the charity. Wharton’s Fiscal Year is July 1- June 30.
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▼ Bank Wires
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▼ Appreciated Securities
The transfer of stock from a donor to Wharton is a fairly simple transaction. Morgan Stanley serves as the University’s main brokerage firm. You will need to work directly with your broker to 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 unendorsed and you complete a separate stock power form authorizing transfer of ownership from the donor to Wharton.
▼ Charitable Gifts Through Your IRA
The Protecting Americans from Tax Hikes Act of 2015, has extended the IRA Charitable Rollover permanently. The extension allows individuals age 70½ and older to donate up to $100,000 from their IRAs to The Wharton School tax-free. You do not receive an income tax charitable deduction. This provision allows you to transfer money from your IRA directly to Wharton, without having to recognize the transfer as taxable income. You should consult with your tax advisors about your specific situations.
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. Most matching gifts are made by companies employing Wharton alumni, including:
- Bank of America
- Deloitte & Touche LLP
- Exxon Mobil
- Goldman Sachs
- IBM
- Microsoft
- PricewaterhouseCoopers
- Wells Fargo
- And many more
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.