Everything Wharton Does, The Wharton Fund Supports
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 2023 fiscal year:
MBA Financial Aid (23%)
MBA Financial Aid, in the form of tuition assistance, made the Wharton experience more accessible and affordable.
Administrative Departments (15%)
Responsible for promoting the Wharton brand to running academic centers and interfacing with alumni, administrative departments continue to be the fuel that keeps Wharton running.
Doctoral Student Aid (15%)
The School’s 150 doctoral students are fully funded from admission to dissertation and partially supported by unrestricted aid.
Centers and Research (14%)
From Wharton People Analytics and Wharton Interactive, to research centers like the Learning Lab and the Behavior Change for Good Initiative, Wharton’s research and centers ensured the School remained a hub for global thought leaders.
Student Programming (11%)
Experiential and remote learning opportunities, including MBA Leadership, were woven into the framework of a Wharton degree.
Facilities (10%)
With campuses in both Philadelphia and San Francisco, investments were made into maintenance and facility upgrades from coast to coast.
Technology and Digital Resources (7%)
The School’s technology infrastructure kept the Wharton community connected and engaged as they navigated hybrid learning and work environments.
Global Research and Initiatives (5%)
Global research and educational opportunities, like Global Modular Courses, turned the world into a classroom for Wharton students.
Leadership and Loyalty
The Wharton Fund Giving Societies
The Benjamin Franklin Society
The Loyalty 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.
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.
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 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.
Beth Truta Morris
Senior Director
The Wharton Fund
truta@wharton.upenn.edu
+1.215.898.3552
Kinjal Mathur
Director
25th and 30th Reunions
Full Time MBA Classes:
1993-2001
kinjalm@wharton.upenn.edu
+1.302.668.9895
Diana Paterno
Senior Associate Director
The Wharton Fund
dianapat@wharton.upenn.edu
+1.215.292.5959
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
Patrick Zeller
Associate Director
10th, 15th, and 20th Reunions
Full-Time MBA Classes:
2002-2016
zellerp@wharton.upenn.edu
+1.215.573.9096
Isaiah Bryant
Associate Director
1st and 5th Reunions
Full-Time MBA Classes:
2017-2024
ibryant@wharton.upenn.edu
+1.215.573.7352
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.
Beth Truta Morris
Senior Director
The Wharton Fund
truta@wharton.upenn.edu
+1.215.898.3552
Kinjal Mathur
Director
25th and 30th Reunions
Full Time MBA Classes:
1993-2001
kinjalm@wharton.upenn.edu
+1.302.668.9895
Diana Paterno
Senior Associate Director
The Wharton Fund
dianapat@wharton.upenn.edu
+1.215.292.5959
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
Patrick Zeller
Associate Director
10th, 15th, and 20th Reunions
Full-Time MBA Classes:
2002-2016
zellerp@wharton.upenn.edu
+1.215.573.9096
Isaiah Bryant
Associate Director
1st and 5th Reunions
Full-Time MBA Classes:
2017-2024
ibryant@wharton.upenn.edu
+1.215.573.7352
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 fiscal year is July 1 - June 30. Penn's Tax ID/EIN is 23-1352685.