Alumni - Wharton Catalyst Newsletter

Members of Penn’s Computational Social Science Lab pose for a team photo in a campus building.

July 2026 – Edition 58

July 2026 - Edition 58 Penn’s Computational Social Science Lab uses AI to identify media bias, MBA students in the Wharton WORKS program mentor justice-impacted individuals, and PhD students taking a close look at AI present their research. Media Bias Detector by Penn’s Computational Social Science Lab Cuts Through Cluttered...

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Two students smile and pose with their awards from the Venture Lab Startup Challenge

June 2026 – Edition 57

June 2026 - Edition 57 Two generous donors share what inspires them to support the McNulty Leadership Program; financial aid and scholarship support made a Wharton education more accessible for one recent graduate; and a first-year student-founded startup wins the Venture Lab Startup Challenge. Generous Support From Antonio Carrillo, WG’93,...

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Six Wharton High winners standing close together wearing suits and ties

May 2026 – Edition 56

May 2026 - Edition 56 The Penn ELITE Fellowship welcomes its inaugural cohort, including Daniel Shackleton, WG’25; two former Jacobson Global Venture Award winners return to judge the competition; and team 2016 Chino Hills wins the 2026 Wharton High School Data Science Competition. Meet the Fellows Working at the Intersection...

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April 2026 – Edition 55

April 2026 - Edition 55 Scholarship recipient Piotr Lazarek, ENG’25, W’25, catches up with Penn Today; alumni join their Class Gift to celebrate Reunion; and Dean Erika James visits London and New York for Wharton in Focus. Catching Up With Piotr Lazarek, ENG’25, W’25, Scholarship Recipient and VIP-X Alumnus Last...

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March 2026 – Edition 54

March 2026 - Edition 54 WEMBA Global alumni Dr. Michael Golden, M’81, WG’25, and Susan Jacobson, WG’25, share why they support The Wharton Fund; Wharton CFO and COO Colleen O'Neill is named Penn's VP for Finance and Treasurer; and the Wharton Hack-AI-thon returns for 2026. WEMBA Benjamin Franklin Society Members...

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February 2026 – Edition 53

February 2026 - Edition 53 Alumni can both support Wharton and earn guaranteed income for life with Charitable Gift Annuities; scholarship recipient Addison Saad, W’28, builds confidence through Career Readiness @ Wharton; and WAIAI-affiliated researchers unpack whether AI is a bubble — and if so, what kind. Charitable Gift Annuities...

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January 2026 – Edition 52

January 2026 - Edition 52 The Wharton Impact Newsletter has a new name and a new look: say hello to Catalyst, your source for stories on the meaningful outcomes of philanthropy to Wharton. While our look is different, the intent of this newsletter remains the same – to keep you...

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December 2025 • Edition 51

December 2025 - Edition 51 Brian Ellerson, WG’99, establishes a scholarship in honor of the dean; Benjamin Franklin Society member Krishna Srinivasan, WG’00, shares advice for tomorrow’s leaders; and Wharton in Focus returns in 2026 with events in London, New York, and Boston. Brian Ellerson, WG’99, Honors Dean Erika H....

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Dean Erika James and Bruce Jacobs standing close together

October 2025 • Edition 50

October 2025 - Edition 50 Dr. Bruce I. Jacobs, G’79, GRW’86, donates $60 million to establish Wharton’s first new degree offering in 50 years; an enduring champion of quantitative finance at Wharton, Dr. Jacobs has long supported research, students, and faculty through his generosity. Wharton Announces Launch of Groundbreaking Master...

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September 2025 • Edition 49

September 2025 - Edition 49 Dean Erika James highlights The Wharton Fund as the School’s foundation that fuels its next chapter; Wharton Magazine catches up with the leaders of the Penn Wharton Budget Model (PWBM); and Lauren Nelson Hyppolite, managing director of research, centers, and academic initiatives at Wharton, discusses her...

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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
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 – 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 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