Wharton Stories

Brothers in Arms and Entrepreneurship

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, aRead More

Cait Lamberton Named Inaugural Alberto I. Duran President’s Distinguished Professor at the Wharton School

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 WhartonRead More

New Professorship Established by Nancy Yang, W’92 to be Awarded to Angela Duckworth at the University of Pennsylvania

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 RosaRead More

Ellen L. Hanson and Richard E. Perlman Commit $10 Million to Create Entrepreneurship Through Acquisition at the Wharton School of the University of Pennsylvania

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

Judd B. Kessler appointed inaugural recipient of Howard Marks Endowed Professorship

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

Supporting Veterans With Education and Community

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. TheRead More

Penn Media Accountability Project (PennMAP) Research and Outcomes to Expand Thanks to Leadership Gift

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

University of Pennsylvania Receives Largest Cryptocurrency Gift in the University’s History to Support Innovation in Finance at the Wharton School

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 andRead More

The Transformative Power of Women Leaders in Rwanda

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 betweenRead More

What Are the Barriers to Inclusive Leadership? Deloitte, the Wharton School Announce Initiative to Research Barriers, Develop Training and Curriculum to Effect Change

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 MarchRead More

Campaign in Review

Experience Impact in Action

The world and its complex challenges require innovative solutions. The More Than Ever campaign positioned Wharton to meet these challenges head on. Philanthropic support during this campaign significantly increased Wharton’s capacity to incubate ideas, power insights, and create leaders who change the world.

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.

▼ Give by Phone

Call The Wharton Fund at +1.215.898.7868

▼ Give by Mail

At this time, we are asking that all checks be sent directly to the bank for processing. Please include your name (and your spouse’s name if applicable), affiliation(s) and how to allocate your gift (ex. The Wharton Fund).

Make checks payable to
“The Trustees of the University of Pennsylvania”

For USPS
University of Pennsylvania
Office of the Treasurer
PO BOX 71332
Philadelphia, PA 19176-9913

For FedEx and UPS Deliveries Only
University of Pennsylvania
Wharton External Affairs
Suite 300 FMC Tower
2929 Walnut Street
Philadelphia, PA 19104

▼ 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.

Use Our Secure Giving Site

▼ 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

▼ 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
  • Google
  • 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.

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