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.

Support Students Like Sharina

“Experiential learning and leadership opportunities — like my MBA Leadership Venture in Patagonia — are what set the Wharton School apart.”

Sharina Woo, WG’24
Wharton Alumni Fellow
Patagonia MBA Leadership Venture Participant

MBA Reunion 2024

Did you graduate from Wharton in a year ending in a ‘4’ or ‘9’, such as 1984, 1999, or 2014? Or are you a member of the Class of 2023 celebrating your first Reunion? If so, you’re invited to give back in honor of your MBA Reunion milestone by supporting your Class Gift Campaign.

Your Class Gift fuels the Wharton experience for current and future students, sustaining programs like Semester in San Francisco and Global Modular Courses, as well as ongoing benefits for alumni like you, including MBA Career Management and Lifelong Learning.

2024 MBA Reunion Donor Honor Roll

Thank you to everyone who has already support their Class Gift Campaign ─  view the latest honor roll listings below.

This honor roll lists alumni of the full-time Wharton MBA Program celebrating a Reunion milestone in 2024 who have supported The Wharton Fund or Lauder Annual Fund this fiscal year (July 1, 2023─Present).

The Wharton Fund 2024 Reunion Donor Honor Roll

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

Photo of Ben Franklin Statue

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.
Photo of Huntsman Hall

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.

Leadership and Loyalty

The Wharton Fund Giving Societies

Photo of Ben Franklin Statue

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.

Photo of Huntsman Hall

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.

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.

Picture of Beth Morris

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

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 & prior
Full Time MBA Classes:
1991 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

Picture of Kinjal Mathur

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

Picture of Patrick Zeller

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

Picture of Isaiah Bryant

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.

Picture of Beth Morris

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

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

Picture of Kinjal Mathur

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

Picture of Patrick Zeller

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

Picture of Isaiah Bryant

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.