BFS | Double Your Impact Wharton's $1 Million Match Campaign

YOU always make an impact. Now, it’s DOUBLED.

To lift Wharton to even greater heights, a Challenge Donor has stepped forward to advance the Wharton community.

From April 12 to May 31, all Benjamin Franklin Society-level gifts will be matched one-to-one by our Challenger, up to $1 Million total. Now is the best time to deepen your commitment to Wharton.

Extend your generosity and join our Challenger. Double YOUR impact today!

Double My Impact

How The Challenge Works, Make A BFS Level Gift, Our Challengers Match Your Gift, Then Your Impact Will Be Doubled Graphic

Track Our Progress

Up to $1 Million in matching funds have been made available by our Challenger. See how many gifts have already been matched!

Find Your Giving Level

The Wharton School recognizes the following Benjamin Franklin Society levels:

$100,000+ Dean’s Circle
The Dean’s Society represents a small, elite group of leadership donors who make up less than one percent of all Wharton Fund donors, but whose contributions account for a substantial portion of the fund’s total giving. This level is ideal for those considering a sustaining impact with a $500,000 commitment over five years.

For all Dean’s Circle members who make a $100,000+ gift by May 31, our Challenger will make a matching $100,000+ gift.

Join the Dean's Circle

$50,000+ Anvil Society
The Anvil Society is named after the symbol of the Wharton School, the anvil, in homage to Joseph Wharton’s contributions to the metal industry. This level is ideal for those considering a sustaining impact with a $250,000 commitment over five years.

For all Anvil Society members who make a $50,000+ gift by May 31, our Challenger will make a matching $50,000+ gift.

Join the Anvil Society

$25,000+ Joseph Wharton Society
The Joseph Wharton Society, named for the School’s founder, is one of BFS’s most impactful levels due to the number of members and the generosity of their contributions. This level is ideal for those considering a sustaining impact with a $125,000 commitment over five years.

For all Joseph Wharton Society members who make a $25,000+ gift by May 31, our Challenger will make a matching $25,000+ gift.

Join the Joseph Wharton Society

$10,000+ Founder Level
The Founder Level is the society’s most rapidly growing level of membership. This level is ideal for those considering a sustaining impact with a $50,000 commitment over five years.

For all Founder Level members who make a $10,000+ gift by May 31, our Challenger will make a matching $10,000+ gift.

Join at the Founder Level

$5,000+ Fellow Level
The Fellow Level is for donors who wish to take their commitment to the next level. This level is most utilized by those making a sustaining impact with a $25,000 commitment over five years.

For all Fellow Level members who make a $5,000+ gift by May 31, our Challenger will make a matching $5,000+ gift.

Join the Fellow Level

$2,500+ Associate Level
The Associate Level is the entry point to membership and the society’s most popular level.

For all Associate Level members who make a $2,500+ gift by May 31, our Challenger will make a matching $2,500+ gift.

Join at the Associate Level

$1,000+ Young Franklin Society
Eligible for Wharton Graduate Alumni from 2018 to 2022, the Young Franklin Society is for recent graduates who want to start leading the Wharton School right after graduation.

For all Young Franklin Society members who make a $1,000+ gift by May 31, our Challenger will make a matching $1,000+ gift.

Join the Young Franklin Society

About the Challenger

An anonymous Challenge Donor has generously stepped forward to offer up to
$1 Million to The Wharton Fund. Their hope: encourage fellow leaders to support the School now, when it is needed more than ever. The Wharton School thanks them for their commitment.

Our Challenger will lift Wharton to new heights. JOIN THEM

About the Challengers

Our Challenger will lift Wharton to new heights. JOIN THEM

Match Details

To be matched one-to-one, your donation must be a gift or pledge payment of $2,500 or more to The Wharton Fund.
If you are a Wharton alumnus who graduated 2019– 2023, you can give $1,000 or more to qualify.
Your gift must be dated between April 12 and May 31, 2023.
You do not receive tax credit or gift recognition for the Challenger’s matching contributions.
If you are in a reunion year, the Challenger’s match will not count toward your Reunion Class Gift Campaign.

For more information about the Double Your Impact Challenge, or to speak with someone directly about your leadership support of the Wharton School, please contact your Wharton Fund Liaison. We’re always here to help. Contact our office at whartonfund@wharton.upenn.edu or +1.215.898.7868.

Beth Truta Morris
Senior Director
The Wharton Fund
1st and 15th Reunions
Full-Time MBA Classes: 2004 - 2008 and 2019 - 2022
truta@wharton.upenn.edu
+1.215.898.3552

Diana Paterno
Senior Associate Director
The Wharton Fund
dianapat@wharton.upenn.edu
+1.215.292.5959

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

Kinjal Mathur
Director
10th, 20th, 25th, and 30th Reunions
Full-Time MBA Classes:
1991 - 2003 and 2009 - 2017
kinjalm@wharton.upenn.edu
+1.302.668.9895

Jamie Lemisch
Associate Director
5th and 35th-50th Reunions & prior
Full-Time MBA Classes:
1990 and prior and 2018
jlemisch@wharton.upenn.edu
+1.267.353.4149

Beth Truta Morris
Senior Director
The Wharton Fund
1st and 15th Reunions
Full-Time MBA Classes: 2004 - 2008 and 2019 - 2022
truta@wharton.upenn.edu
+1.215.898.3552

Diana Paterno
Senior Associate Director
The Wharton Fund
dianapat@wharton.upenn.edu
+1.215.292.5959

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

Kinjal Mathur
Director
10th, 20th, 25th, and 30th Reunions
Full-Time MBA Classes:
1991 - 2003 and 2009 - 2017
kinjalm@wharton.upenn.edu
+1.302.668.9895

Jamie Lemisch
Associate Director
5th and 35th-50th Reunions & prior
Full-Time MBA Classes:
1990 and prior and 2018
jlemisch@wharton.upenn.edu
+1.267.353.4149

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

Call The Wharton Fund at +1.215.898.7868

▼ 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-Advise 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
Include your Name, Affiliation, and Fund (ex. Susan Lee WG’97, 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 – 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

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 over may use QCDs to satisfy some or all of their Required Minimum Distributions (RMDs) up to $108,000 annually. 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 +1.215.898.5069 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