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.

Everything Wharton does, 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.

Wharton is powered by The Wharton Fund.

The Wharton Fund allows the School to respond to immediate needs and unexpected opportunities. Unrestricted giving supported the following areas during the 2021 fiscal year:

MBA Financial Aid (34%)
MBA Financial Aid and COVID-19 Relief Grants bolstered MBA students through their degree programs.

Technology and Digital Resources (19%)
The School’s technology infrastructure kept the Wharton community connected and engaged.

Administrative Departments (13%)
Administrative Departments continued to be the fuel that kept Wharton running.

Centers and Research (12%)
Initiatives, like Wharton Interactive and the Behavior Lab, helped keep the School at the forefront of business education.

Student Programming (11%)
Experiential and remote experiences, including MBA Leadership, were woven into the framework of a Wharton degree.

Facilities (9%)
With campuses in both Philadelphia and San Francisco, investments were made toward maintenance and facility upgrades from coast to coast.

Global Research and Initiatives (2%)
Global research and educational opportunities, like Global Modular Courses, turned the world into a classroom for Wharton students.

Student Impact

Students are the heart of the Wharton School. Supporting students, through financing key areas, is at the core The Wharton Fund.

The Fund invests in student experiential programming like Global Modular Courses and Semester in San Francisco, professional development resources like MBA Career Management and Venture Coaching, and student financial support through MBA Financial Aid.

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.

Frequently Asked Questions

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

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:
1986 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:
1987-1998
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:
‌1999-2011
jakarp@wharton.upenn.edu
+1.513.503.8439

Picture of Laurie Rothenberg

Laurie Rothenberg
Associate Director
1st and 5th Reunions
Full Time MBA Classes:
2012-2021
lauriero@wharton.upenn.edu
+1.215.779.7330

Stories

Campaign in Review

Experience Impact in Action

The world and its complex challenges require innovative solutions. The More Than Ever campaign positioned Wharton to meet these challenges head on. Philanthropic support during this campaign significantly increased Wharton’s capacity to incubate ideas, power insights, and create leaders who change the world.

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.

Canada
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