Welcome to The Wharton Fund

The Wharton Fund supports the very core of the Wharton School. From sustaining existing programs to investing in new opportunities, the Fund is the flexibility that provides the School’s stability and growth. Together, we are always investing in Wharton.

A Special Message from Dean Erika H. James:

With your generosity, we can empower Wharton together

Gifts to The Wharton Fund propel the School forward, enabling us to lead the agenda for business worldwide. To continue this work, we need your support. Your gift allows us to be flexible and responsive to the rapidly changing academic and business climate.

With support from The Wharton Fund, we are strengthening the School’s essential pillars.

  • The Future of Finance maintains Wharton’s reputation as “The Finance School”
  • Analytics at Wharton keeps Wharton on the cutting edge of the business world by capitalizing on data-driven insights
  • A focus on Entrepreneurship and Innovation enables the School’s researchers and students to incubate ideas that will shape the future.
Dean Erika James
Dean Erika James

A Special Message from Dean Erika H. James:

With your generosity, we can empower Wharton together

Gifts to The Wharton Fund propel the School forward, enabling us to lead the agenda for business worldwide. To continue this work, we need your support. Your gift allows us to be flexible and responsive to the rapidly changing academic and business climate.

With support from The Wharton Fund, we are strengthening the School’s essential pillars.

  • The Future of Finance maintains Wharton’s reputation as “The Finance School”
  • Analytics at Wharton keeps Wharton on the cutting edge of the business world by capitalizing on data-driven insights
  • A focus on Entrepreneurship and Innovation enables the School’s researchers and students to incubate ideas that will shape the future.
Power Wharton Today
Power Wharton Today

Dean Erika James’ Fall Message

The Dean’s message includes her thoughts about today’s Wharton and her plans for the School. She shares her vision for the future of Wharton with initiatives like environmental, social, and governance (ESG) and the Coalition for Equity and Opportunity (CEO).

Dean Erika James’ Fall Message

The Dean’s message includes her thoughts about today’s Wharton and her plans for the School. She shares her vision for the future of Wharton with initiatives like environmental, social, and governance (ESG) and the Coalition for Equity and Opportunity (CEO).

The Wharton Fund supports

Through The Wharton Fund, the Wharton community comes together to advance and support the people, programs, and initiatives that ensure the School remains at the forefront of business education and thought leadership worldwide. The collective power of unrestricted giving allows the School to respond dynamically to immediate needs, unexpected opportunities, and world-changing events and ideas.

The Wharton Fund supports

Through The Wharton Fund, the Wharton community comes together to advance and support the people, programs, and initiatives that ensure the School remains at the forefront of business education and thought leadership worldwide. The collective power of unrestricted giving allows the School to respond dynamically to immediate needs, unexpected opportunities, and world-changing events and ideas.

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

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.

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.

Thank You to Our Donors!

Support of The Wharton Fund is appreciated now, more than ever.

Thank You to Our Donors!

Support of The Wharton Fund is appreciated now, more than ever.

Frequently Asked Questions

Answers to some of the most common questions about investing in the School’s people and programs with The Wharton Fund.

Frequently Asked Questions

Answers to some of the most common questions about investing in the School’s people and programs with The Wharton Fund.

Support The Wharton Fund. We can empower the School together.

Power Wharton Today

Support The Wharton Fund. We can empower the School together.

Power Wharton Today

Contact Us

Do you have questions about The Wharton Fund? Reach out any time to one of our Wharton Liaisons. Not sure who to contact? Contact our office +1.215.898.7868 or whartonfund@wharton.upenn.edu

Picture of Beth Morris

Beth Truta Morris
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 Cynthia Orr

Cynthia Orr
Associate Director
MBAs for Executives
corr@wharton.upenn.edu
+1.267.698.5700

Picture of Jamie Lemisch

Jamie Lemisch
Associate Director
35th-50th Reunions & prior
Full Time MBA Classes:
1990 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

Picture of Kinjal Mathur

Kinjal Mathur
Senior Associate Director
25th and 30th Reunions
Full Time MBA Classes:
1991-2000
kinjalm@wharton.upenn.edu
+1.302.668.9895

Picture of Josh Karp

Josh Karp
‌Associate Director
‌10th, 15th and 20th Reunions
‌Full Time MBA Classes:
‌2001-2014
jakarp@wharton.upenn.edu
+1.513.503.8439

Picture of Laurie Rothenberg

Laurie Rothenberg
Associate Director
1st and 5th Reunions
Full Time MBA Classes:
2015-2022
lauriero@wharton.upenn.edu
+1.215.779.7330

Contact Us

Do you have questions about The Wharton Fund? Reach out any time to one of our Wharton Liaisons. Not sure who to contact? Contact our office +1.215.898.7868 or whartonfund@wharton.upenn.edu

Picture of Beth Morris

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

Picture of Cynthia Orr

Cynthia Orr
Associate Director
MBAs for Executives
corr@wharton.upenn.edu
+1.267.698.5700

Picture of Kinjal Mathur

Kinjal Mathur
Senior Associate Director
25th and 30th Reunions
Full Time MBA Classes:
1991-2000
kinjalm@wharton.upenn.edu
+1.302.668.9895

Picture of Laurie Rothenberg

Laurie Rothenberg
Associate Director
1st and 5th Reunions
Full Time MBA Classes:
2015-2022
lauriero@wharton.upenn.edu
+1.215.779.7330

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:
1990 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

Picture of Josh Karp

Josh Karp
‌Associate Director
‌10th, 15th and 20th Reunions
‌Full Time MBA Classes:
2001-2014
jakarp@wharton.upenn.edu
+1.513.503.8439

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.

▼ Give by Phone

Call The Wharton Fund at +1.215.898.7868

▼ Give by Mail

At this time, we are asking that all checks be sent directly to the bank for processing. Please include your name (and your spouse’s name if applicable), affiliation(s) and how to allocate your gift (ex. The Wharton Fund).

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

For USPS
University of Pennsylvania
Office of the Treasurer
PO BOX 71332
Philadelphia, PA 19176-9913

For FedEx and UPS Deliveries Only
University of Pennsylvania
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:

  • Bank of America
  • Deloitte & Touche LLP
  • Exxon Mobil
  • Goldman Sachs
  • Google
  • IBM
  • Microsoft
  • PricewaterhouseCoopers
  • Wells Fargo
  • 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