The Wharton Fund Loyalty Society

The Wharton School recognizes those who have given for three or more consecutive fiscal years to The Wharton Fund.

The Wharton Fund Loyalty Society Logo

These consistent donors are our most committed champions — they understand the importance and value of unrestricted giving for the present and future well-being of the School. Collectively, the impact of their giving allows Wharton to be forward-thinking in providing the best business education in the world.

The stock ticker was the earliest means by which stockholders knew the value of their investment. Because members of the Loyalty Society are the most consistent investors in the Wharton School, this logo represents our commitment to these donors to ensure that their investments yield priceless returns.

Frequently Asked Questions

How Do I Become a Member?

Donors who designate gifts explicitly to The Wharton Fund for three consecutive fiscal years automatically become Loyalty Society members. The University’s fiscal year runs from July 1 – June 30. Donors always retain the right to be anonymous members; this does not affect their status in the Loyalty Society.

What can I do if I miss a fiscal year?

Unfortunately, we do not have any means to make up for gaps in giving. If you feel we have made an error, please reach out to our team at or 215-746-4204.

What gifts are included in The Wharton Fund Loyalty Society?

While the University of Pennsylvania is grateful for all gifts to the School, only gifts specifically designated to The Wharton Fund count toward this society.

Is there a minimum gift amount to qualify?

No! We celebrate gifts of all sizes.

How can I contact The Wharton Fund team?

All questions and concerns can be sent to The Wharton Fund team at or 215-746-4204.

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.

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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

The University's fiscal year is July 1 - June 30.

▼ Phone

Call The Wharton Fund at +1.215.898.7868

▼ Mail

Make checks payable to “The Trustees of the University of Pennsylvania”
Include your name and your spouse’s name (if applicable), affiliation, and The Wharton Fund

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

Mail by FedEx, UPS, DHL
University of Pennsylvania
Wharton External Affairs
Suite 300 FMC Tower
2929 Walnut Street
Philadelphia, PA 19104

▼ Giving from Outside U.S.

If you live outside the United States, visit Penn’s Giving from Outside the U.S. website before making a gift. Your contribution may qualify for tax benefits in your home country, especially if you are a taxpayer in Mexico, Canada, Europe, Hong Kong, or the United Kingdom.

▼ Matching Gifts

Increase the impact of your giving through a matching gift program. To find out if you or your spouse’s employer participates, visit Penn’s matching gifts database.

▼ 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

▼ Securities

To make a gift of appreciated securities, either you or your broker should contact:
Morgan Stanley Private Wealth Management
Attention: Kristine Hankins
DTC: 0015
Customer Name: University of Pennsylvania
Penn’s Tax ID/EIN is 23-1352685
Account Number: 858-010018

 To contact the University’s Securities Office contact:
Contact: Jean Suta
University of Pennsylvania
2929 Walnut Street, Suite 300
Philadelphia, PA 19104-5099

▼ Planned Giving

The Office of Gift Planning can help you:

  • Donate appreciated securities
  • Structure gifts of stock
  • Use real estate to make a gift
  • Set-up a Penn Donor Advised Fund
  • Designate retirement plan assets or life insurance
  • Use charitable gift annuities
  • Give with IRA charitable rollovers
  • Tailor a bequest from your living trust or will

Learn more or contact the Office of Gift Planning at +1.215.898.6171.