Welcome to The Wharton Fund

The Wharton Fund, the Wharton School’s unrestricted annual giving fund, supports existing programs and initiatives while also serving as the seed money for innovative new ventures. Only thanks to the many generous Wharton Fund donors can the School meet its immediate needs and leverage emerging opportunities.

Make a Gift Now

Dean Erika James smiling with her arms crossed

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.

Read Zamreen and Wai’s Stories

Will you join me in supporting The Wharton Fund this year?

Give to Wharton Today

Read Dean Erika H. James’ Fall Message

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.

Read Zamreen and Wai’s Stories

Will you join me in supporting The Wharton Fund this year?

Power Wharton Today

2023 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 2023 fiscal year (July 1, 2022─June 30, 2023). You can click here to view Previous Years’ Donor Honor Rolls.

View A Searchable Donor Honor Roll Now

The Wharton Fund 2023 Donor Honor Roll book

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

As Benjamin Franklin once said, “An investment in knowledge pays the best interest.” 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.

Learn More About Benjamin Franklin Society

The 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.

Learn More About Loyalty Societies

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.

Learn More About Benjamin Franklin Society

The Loyalty Society

The Wharton School recognizes those who have given three or more consecutive fiscal years to The Wharton Fund as members of The Wharton Fund Loyalty Society.

Learn More About Loyalty Societies

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 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

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.

▼ Give Online

Use Our Secure Giving Site

▼ Give by Phone

Call The Wharton Fund at +1.215.898.7868

▼ Give by Mail

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

Please include your name (and your spouse’s name if applicable), affiliation(s) and how to allocate your gift (ex. The Wharton Fund).

For USPS
Wharton External Affairs
Suite 500 FMC Tower
2929 Walnut Street
Philadelphia, PA 19104

For FedEx, UPS, and DHL Deliveries Only
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:

Apple
Deloitte
Google
Johnson & Johnson Corporation
Microsoft
PricewaterhouseCoopers
Goldman Sachs
Visa
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