Alumni - The Wharton Fund

This moment — of evolving needs and shifting financial landscapes — demands the bold investment and agility provided by The Wharton Fund.

Make Your Gift Today

The secret of Wharton’s excellence lies in our alumni and friends who propel us to greatness through their shared love of the School.

Sustaining our momentum requires continued investment in the ideas and programs that define Wharton’s future.

The Wharton Fund unites our community and turns its generosity into action by:

Providing flexible support that allows us to innovate in real time
Expanding our curriculum and global experiences for students
Easing financial burdens so talented students can access Wharton
Backing alumni learning opportunities that keep us all connected

Every gift helps ensure Wharton continues to lead what comes next, together. Thank you for being part of this community — powering our progress and its pace.

Erika H. James
Dean, Reliance Professor of Management and Private Enterprise, Professor of Management;
The Wharton School
Member, Benjamin Franklin Society

Make Your Gift Today

2026 Donor Honor Roll

Thank you to everyone who chose to include the School in their philanthropy with a gift to The Wharton Fund — your generosity helps advance Wharton’s mission and impact.

This honor roll lists donors who made gifts to The Wharton Fund in the 2026 fiscal year (July 1, 2025-June 30, 2026).

View Donor Honor Roll

The Wharton Fund at a Glance

The Wharton Fund-powered Global Immersion Program participants to date

Benjamin Franklin Society Members

Percentage of donors to The Wharton Fund who are Loyalty Society members

Alumni who used The Wharton Fund-fueled MBA Career Management last year

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 2025 fiscal year:

Interact with the donut graph to view percentage details.

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MBA Financial Aid (31%)
MBA Financial Aid opened doors for the next generation of global learners to say yes to a Wharton education.

Technology and Digital Resources (20%)
Improvements to the School’s digital infrastructure ensured the Wharton community excelled in hybrid modes of collaboration.

Administrative Departments (13%)
Administrative departments played a crucial role in driving Wharton's growth by advancing the School's brand and strengthening its global network.

Student Programming (13%)
A hallmark of the Wharton education, experiential learning taught students to navigate the current business landscape through critical thinking.

Facilities (12%)
Ongoing investments in Wharton’s facilities fostered state-of-the-art spaces that encouraged student success.

Global Research and Initiatives (7%)
Wharton’s global initiatives expanded the classroom to every corner of the world.

Research Centers (4%)
Through groundbreaking efforts in analytics, behavioral research, and AI, Wharton continued to shape the future of business innovation.

Leadership and Loyalty

The Wharton Fund Giving Societies

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.

Learn More About The Benjamin Franklin Society

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.

Learn More About The Wharton Fund Loyalty Society

Leadership and Loyalty

The Wharton Fund Giving Societies

The Benjamin Franklin Society

Learn More About The Benjamin Franklin Society

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.

Learn More About The Wharton Fund Loyalty Society

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
1st-10th and 20th-30th Reunions
Full-Time MBA Classes:
1995-2008 and 2014-2027
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 smiling and wearing glasses

Jamie Lemisch
Senior Associate Director
35th-50th Reunions and Emeritus
Full-Time MBA Classes:
1994 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

Leilana Austin
Associate Director
MBAs for Executives
15th Reunion
Full-Time MBA Classes:
2009-2013
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
1st-10th and 20th-30th Reunions
Full-Time MBA Classes:
1995-2008 and 2014-2027
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:
1994 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

Leilana Austin
Associate Director
MBAs for Executives
15th Reunion
Full-Time MBA Classes:
2009-2013
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.

Give to The Wharton Fund

▼ Give Online

Use Our Secure Giving Site

Apple Pay and Google Wallet are accepted.

▼ Give by Phone

To ensure your information is handled securely, gifts by phone are processed through a secure line. Please call +1.215.898.2672 and follow the prompts to speak with a representative to safely process your gift.

▼ Give by Mail

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

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).

▼ Donor-Advised Funds – Online Distributions

Give through your donor-advised fund on our giving website with DAF Pay. Visit Wharton DAFpay and your preferred giving method will default to Donor Advised Fund. When ready to give, click DAFpay and select your DAF provider. Log in to your account and complete your gift.

▼ Donor-Advised Funds or Private Foundations

Contact your DAF provider or foundation manager(s) to direct your gift.
Make donations payable to The Trustees of the University of Pennsylvania
Abbreviated Account Name: Trustees of UPenn
Include your Name, Affiliation, and Fund (ex. Susan Lee WG’97, The Wharton Fund)
Penn’s Tax ID is 23-1352685

▼ 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
Abbreviated Account Name: Trustees of UPenn
Account# 2000030009956
Reference: Name and Affiliation (example: Susan Lee, WG’99)

For Domestic Wires and ACH’s
ABA Routing #: 121000248

For International Wires Only
SWIFT CODE: WFBIUS6S
CHIPS: 0407

▼ Appreciated Securities

To make a gift of appreciated securities, including stocks, you or your broker can 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 un-endorsed and you complete a separate stock power form authorizing the transfer of ownership from you to Wharton.

Penn Securities Transfer Form

Brokerage Firm: Morgan Stanley Private Wealth Management
Attention: The Corcoran Ciarelli Group
Phone: +1.610.260.8526

DTC: 0015
Customer Name: University of Pennsylvania
Penn’s Tax ID: 23-1352685
Account Number: 858-010018

Contact our Securities Office at +1.215.898.7254 or stockgifts@lists.upenn.edu
Fax: +1.215.575.5118
University of Pennsylvania
2929 Walnut Street, Suite 300
Philadelphia, PA 19104-5099

▼ Charitable Gifts Through Your IRA

Individuals may make a Qualified Charitable Distribution (QCD) from their IRA directly to Wharton beginning at age 70½. The amount of the QCD is excluded from a donor’s Adjusted Gross Income (AGI), and thus not subject to income tax; donors do not receive an income tax charitable deduction for the gift. Donors age 73 and older may use Qualified Charitable Distributions (QCDs) to satisfy some or all of their Required Minimum Distributions (RMDs), up to the annual limit set by the IRS and adjusted for inflation. The sample letter can be used to send to your IRA plan provider.

It is now possible to make a qualified charitable distribution from an IRA to fund a charitable gift annuity. This opportunity has some limitations and restrictions that differ from standard charitable gift annuities, and these should be examined closely when considering a gift. Contact us to learn more.

▼ 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.

For more information concerning the Matching Gifts Program, you can call +1.215.898.2672 or contact MG-L@lists.upenn.edu.

▼ Giving from Outside the 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