The Wharton Fund

The Wharton School’s Unrestricted Giving Fund

Dean Erika H. James

The accomplishments we celebrate today were built upon our strong foundation of Wharton Fund supporters.

Our firm footing enables us to be agile and responsive, swiftly addressing emerging needs and seizing new opportunities.

The Wharton Fund bolsters the initiatives that allow us to forge a brighter future, including:

• MBA Financial Aid
• MBA Career Management
• Global Modular Courses
• Leadership Ventures

Join me in supporting the next generation of changemakers — whoever and wherever they may be. 

Give to The Wharton Fund today

Support Wharton by December 31!

The 2024 tax year ends December 31, 2024, 11:59 PM ET

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Picture of the Wharton Fund's 2024 Donor Honor Roll

2024 Donor Honor Roll

We sincerely thank everyone who included the School in their philanthropy with a gift to The Wharton Fund. This honor roll lists donors who made gifts to The Wharton Fund in the 2024 fiscal year (July 1, 2023─June 30, 2024).

Picture of the Wharton Fund's 2024 Donor Honor Roll

2024 Donor Honor Roll

We sincerely thank everyone who included the School in their philanthropy with a gift to The Wharton Fund. This honor roll lists donors who made gifts to The Wharton Fund in the 2024 fiscal year (July 1, 2023─June 30, 2024).

Your Support in Action

The Wharton Fund — the Wharton School’s unrestricted giving fund — backs existing programs and initiatives while also serving as the seed money for innovative new ventures.

Unrestricted giving supported the following areas during the 2024 fiscal year:

Interact with the donut graph to view percentage details.

MBA Financial Aid (31%)
MBA Financial Aid made the Wharton experience more accessible and affordable.

Technology and Digital Resources (21%)
Enhancements to the School’s digital infrastructure proved crucial as the Wharton community continued to thrive in hybrid learning and work environments.

Administrative Departments (15%)
Responsible for promoting the Wharton brand and keeping alumni connected to the School, our administration played a pivotal role in our ongoing growth.

Facilities (11%)
Investments in the School’s facilities ensured that Wharton’s learning environments positioned students for success on their academic journey.

Student Programming (11%)
Woven into the framework of a Wharton degree, experiential learning opportunities played a key role in strengthening the team-building and problem-solving skills of Wharton students.

Global Research and Initiatives (6%)
Global educational initiatives, like Global Modular Courses, turned the world into a classroom for Wharton students.

Research Centers (5%)
From Wharton People Analytics and the Behavior Lab to the School’s groundbreaking advancements in AI, Wharton has remained a thought-leader at the forefront of business and innovation.

Leadership and Loyalty

The Wharton Fund Giving Societies

Ben Franklin bust inside a shield

The Benjamin Franklin Society

The Benjamin Franklin Society (BFS) is Wharton’s leadership annual giving circle. BFS members generously contribute $2,500 or more annually to The Wharton Fund. Recent Wharton graduates, 0-4 years out, can join the Young Franklin Society with gifts of $1,000 or more. Wharton thrives on the outsized impact of its BFS members.
The Wharton Fund Loyalty Society, Historic Stock Ticker logo

The Wharton Fund Loyalty Society

The Wharton School recognizes the dedication of those who have given for three or more consecutive fiscal years to The Wharton Fund with membership in The Wharton Fund Loyalty Society.

Leadership and Loyalty

The Wharton Fund Giving Societies

Ben Franklin bust inside a shield

The Benjamin Franklin Society

The Benjamin Franklin Society (BFS) is Wharton’s leadership annual giving circle. BFS members generously contribute $2,500 or more annually to The Wharton Fund. Recent Wharton graduates, 0-4 years out, can join the Young Franklin Society with gifts of $1,000 or more. Wharton thrives on the outsized impact of its BFS members.
The Wharton Fund Loyalty Society, Historic Stock Ticker logo

The Wharton Fund Loyalty Society

The Wharton School recognizes the dedication of those who have given for three or more consecutive fiscal years to The Wharton Fund with membership in The Wharton Fund Loyalty Society.

Support The Wharton Fund. Together, we are always investing in Wharton.

Power Wharton Today

Support The Wharton Fund. Together, we are always investing in Wharton.

Power Wharton Today

Contact Us

Do you have questions about The Wharton Fund? Visit our FAQs site or reach out any time to one of our Wharton Fund Liaisons. Not sure who to contact? Reach our office at +1.215.898.7868.

Picture of Beth Morris

Beth Truta Morris
Senior Director
The Wharton Fund
truta@wharton.upenn.edu
+1.215.898.3552

Picture of Kinjal Mathur

Kinjal Mathur
Director
25th and 30th Reunions
Full Time MBA Classes:
1993-2001
kinjalm@wharton.upenn.edu
+1.302.668.9895

Picture of Diana Paterno

Diana Paterno
Senior Associate Director
The Wharton Fund
dianapat@wharton.upenn.edu
+1.215.292.5959

Picture of Jamie Lemisch

Jamie Lemisch
Senior Associate Director
35th-50th Reunions and Emeritus
Full Time MBA Classes:
1992 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

Picture of Patrick Zeller

Patrick Zeller
Associate Director
10th, 15th, and 20th Reunions
Full-Time MBA Classes:
2002-2016
zellerp@wharton.upenn.edu
+1.215.573.9096

Picture of Isaiah Bryant

Isaiah Bryant
Associate Director
1st and 5th Reunions
Full-Time MBA Classes:
2017-2024
ibryant@wharton.upenn.edu
+1.215.573.7352

Picture of Leilana Austin

Leilana Austin
Associate Director
MBAs for Executives
leilana@wharton.upenn.edu
+1.215.898.6574

Contact Us

Do you have questions about The Wharton Fund? Visit our FAQs site or reach out any time to one of our Wharton Fund Liaisons. Not sure who to contact? Reach our office at +1.215.898.7868.

Picture of Beth Morris

Beth Truta Morris
Senior Director
The Wharton Fund
truta@wharton.upenn.edu
+1.215.898.3552

Picture of Kinjal Mathur

Kinjal Mathur
Director
25th and 30th Reunions
Full Time MBA Classes:
1993-2001
kinjalm@wharton.upenn.edu
+1.302.668.9895

Picture of Diana Paterno

Diana Paterno
Senior Associate Director
The Wharton Fund
dianapat@wharton.upenn.edu
+1.215.292.5959

Picture of Jamie Lemisch

Jamie Lemisch
Senior Associate Director
35th-50th Reunions and Emeritus
Full Time MBA Classes:
1992 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

Picture of Patrick Zeller

Patrick Zeller
Associate Director
10th, 15th, and 20th Reunions
Full-Time MBA Classes:
2002-2016
zellerp@wharton.upenn.edu
+1.215.573.9096

Picture of Isaiah Bryant

Isaiah Bryant
Associate Director
1st and 5th Reunions
Full-Time MBA Classes:
2017-2024
ibryant@wharton.upenn.edu
+1.215.573.7352

Picture of Leilana Austin

Leilana Austin
Associate Director
MBAs for Executives
leilana@wharton.upenn.edu
+1.215.898.6574

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.