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.

View the breakdown of unrestricted financial support to the Wharton School during the 2020 fiscal year (July 1, 2019 – June 30, 2020).

MBA Financial Aid (24%)
Financial Aid helps attract the best and brightest to the School regardless of their financial means.

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

Student Programming (15%)
Experiential and remote programming are woven into the framework of a Wharton degree.

Centers and Research (15%)
Innovative research hubs, centers, and labs keep Wharton at the forefront of business education and thought leadership.

Administrative Departments (12%)
Administrative departments are the fuel that keeps Wharton running and resilient.

Facilities (11%)
Physical learning spaces provide a venue to connect in-person with the powerful Wharton network.

Global Research and Initiatives (4%)
International research and innovative global education initiatives turn 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

The Benjamin Franklin Society

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.

The Wharton Fund Loyalty Society

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.

Beth Truta Morris

Beth Truta Morris
The Wharton Fund

Cynthia Orr

Cynthia Orr
Associate Director
MBAs for Executives

Jamie Lemisch

Jamie Lemisch
Associate Director
35th-50th Reunions & prior
Full Time MBA Classes:
1986 and prior

Kinjal Mathur

Kinjal Mathur
Senior Associate Director
25th and 30th Reunions
Full Time MBA Classes:

Josh Karp

Josh Karp
‌Associate Director
‌10th, 15th and 20th Reunions
‌Full Time MBA Classes:

Laurie Rothenberg

Laurie Rothenberg
Associate Director
1st and 5th Reunions
Full Time MBA Classes:


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”

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
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.

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