Dean Erika H. James’ Fall Message
We all face unexpected challenges in life — which is why I support The Wharton Fund. Every year, the stories of alumni remind me how The Wharton Fund allows us to lift each other up, no matter the obstacles we face.
The myriad effects of the pandemic, for instance, meant that Zamreen Ebrahim, WG’21 could no longer participate in a Global Modular Course, one of the hallmarks of the Wharton experience.
For his part, Wai Cheng, G’22, WG’22 faced a more personal challenge when his young son was diagnosed with a chronic health condition after Wai had accepted his dream job on the West Coast.
Read Zamreen and Wai’s stories below to learn how their support of The Wharton Fund helped ensure their own future success.
Give to Wharton Today
2023 Donor Honor Roll

Everything Wharton Does, The Wharton Fund Supports
The School is educating more students, conducting more research, and disseminating thought leadership around the world – more than ever before. This growth is the result of your investment.
Unrestricted giving supported the following areas during Fiscal Year 2022:
MBA Financial Aid (28%)
MBA Financial Aid contributed to a more equitable student body by ensuring the Wharton experience was affordable to students regardless of their financial needs or situation.
Technology and Digital Resources (8%)
Wharton’s technology infrastructure, along with digital resources such as Wharton School Press, continued to keep the School connected and engaged — worldwide.
Administrative Departments (17%)
Administrative departments, like Wharton’s Marketing and Communications division, worked to reinforce the School’s brand — increasing the visibility of Wharton worldwide.
Centers and Research (16%)
Initiatives, like Wharton Interactive and Wharton People Analytics, ensured the School remained a hub for leaders, innovators, and change-makers.
Student Programming (14%)
From MBA Leadership Ventures and Semester in San Francisco to inventive curriculum enhancements and modifications, student programming increased the value of a Wharton degree.
Campus Facilities (11%)
With campuses in both Philadelphia and San Francisco, investments were made toward maintenance and facility upgrades from coast to coast.
Global Research and Initiatives (6%)
Programs such as Global Modular Courses and Wharton’s Global Immersion Program motivated Wharton students to be impactful global citizens.
Leadership and Loyalty
The Wharton Fund Giving Societies
The Benjamin Franklin Society
Leadership and Loyalty
The Wharton Fund Giving Societies
The Benjamin Franklin Society
The Benjamin Franklin Society (BFS) is the School’s leadership annual giving circle. Members generously contribute $2,500 or more annually to The Wharton Fund. Alumni, up to four years after graduation, are eligible to join with contributions of $1,000 or more. Wharton thrives on the outsized impact of BFS members.
Support The Wharton Fund. Together, we are always investing in Wharton.
Support The Wharton Fund. Together, we are always investing in Wharton.
Contact Us
Do you have questions about The Wharton Fund? Visit our FAQs site by clicking here 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 or whartonfund@wharton.upenn.edu.

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

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

Jamie Lemisch
Senior Associate Director
35th-50th Reunions & prior
Full Time MBA Classes:
1991 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

Kinjal Mathur
Director
25th and 30th Reunions
Full Time MBA Classes:
1992-2000
and MBAs for Executives
kinjalm@wharton.upenn.edu
+1.302.668.9895

Patrick Zeller
Associate Director
10th, 15th, and 20th Reunions
Full-Time MBA Classes:
2001-2015
zellerp@wharton.upenn.edu
+1.215.573.9096

Isaiah Bryant
Associate Director
1st and 5th Reunions
Full-Time MBA Classes:
2016-2023
ibryant@wharton.upenn.edu
+1.215.573.7352
Contact Us
Do you have questions about The Wharton Fund? Visit our FAQs site by clicking here 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 or whartonfund@wharton.upenn.edu.

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

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

Jamie Lemisch
Associate Director
35th-50th Reunions & prior
Full Time MBA Classes: 1991 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

Kinjal Mathur
Director
25th and 30th Reunions
Full Time MBA Classes: 1992-2000
and MBAs for Executives
kinjalm@wharton.upenn.edu
+1.302.668.9895

Patrick Zeller
Associate Director
10th, 15th, and 20th Reunions
Full-Time MBA Classes: 2001-2015
zellerp@wharton.upenn.edu
+1.215.573.9096

Isaiah Bryant
Associate Director
1st and 5th Reunions
Full-Time MBA Classes: 2016-2023
ibryant@wharton.upenn.edu
+1.215.573.7352
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. Penn's Tax ID/EIN is 23-1352685.