Stories

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

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

Jackie Reses and Matt Apfel Set Philanthropic Example with Landmark $5 Million Gift to Support Wharton Undergraduates and Name Space in Wharton’s New Academic Building

PHILADELPHIA, October 26, 2020 – The Wharton School of the University of Pennsylvania is delighted to announce a new $5 million dollar gift from Jacqueline Reses, W’92 and her husband Matthew Apfel, L’90. This significant commitment will support the completion of Wharton’s new academic building currently under construction. The giftRead More

Bobby and Lauren Turner Deepen Their Commitment to the Wharton Social Impact Initiative

Bobby and Lauren Turner Philadelphia, PA, September 23, 2020 — The Wharton School of the University of Pennsylvania is pleased to announce a $2.5 million commitment from undergraduate alumni Bobby Turner, W’84 and Lauren Golub Turner, W’85 to sustain and strengthen the MIINT (MBA Impact Investing Network & Training) program,Read More

$10 Million Gift from Foundation Established by Yuri and Julia Milner Creates Full-Tuition MBA Fellowship for Israeli Wharton Students

Yuri Milner speaking at lectern during Wharton Commencement Philadelphia, PA, September 15, 2020 — Penn President Amy Gutmann and Wharton Dean Erika H. James are pleased to announce a $10 million commitment from the foundation established by Wharton MBA alumnus Yuri Milner and his wife Julia, to create the FriendsRead More

New Fellowship from Wharton School Provides Full Tuition for Outstanding LGBTQIA+ MBA Student

Colan Wang, WG’22, Prism Fellow PHILADELPHIA, June 1, 2020 – The Wharton School of the University of Pennsylvania today announced its new Prism Fellowship which recognizes an outstanding MBA student who is both a member of and demonstrates leadership in support of the LGBTQIA+ community. The Prism Fellowship covers theRead More

Leadership Gift to Accelerate Neuroscience at Wharton and Create Actionable Insights in Brain Science and Business

Philadelphia, PA, May 19, 2020 — Wharton Dean Geoffrey Garrett is delighted to announce an anonymous $10 million gift to amplify opportunities and outcomes of the cutting edge Wharton Neuroscience Initiative (WiN). This commitment will propel faculty research and teaching, student learning, and corporate engagement through WiN. “WiN isn’t narrowlyRead More

Wharton School Receives $5 Million to Launch Artificial Intelligence for Business, Extending Its Commitment to Analytics, Learning, and Engagement

Led by AI expert Kartik Hosanagar, AI for Business will explore impact to industries and society Tao Zhang, WG’02 The Wharton School of the University of Pennsylvania announced today the establishment of Wharton AI for Business (Artificial Intelligence for Business), which will inspire cutting-edge teaching and research in artificial intelligence, while joining with globalRead More

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

Nancy Yang, W’92 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 Lee and Egbert Chang Professorship at the University of Pennsylvania, generously funded by Nancy Yang,Read More

 

Press Release

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

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.

Canada
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