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

Members of The Wharton Fund Loyalty Society are among the School’s most committed philanthropic champions who lead by example year after year.  They understand and acknowledge, through their philanthropy, the importance of unrestricted giving.  Collectively, the impact of their ongoing support of Wharton will reverberate for generations, ensuring the School remains a global thought-leader at the forefront of business education.

The stock ticker was the earliest means by which stockholders knew the value of their investments.  Because Wharton Fund Loyalty Society members are the most consistent investors in the Wharton School, this logo represents the School’s commitment to Society members and our promise to ensure that their investments yield priceless returns for years to come.

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.

HOW ARE WHARTON FUND LOYALTY SOCIETY MEMBERS RECOGNIZED?

Wharton Fund Loyalty Society members receive recognition at University and School events and in publications such as Wharton’s annual Donor Honor Roll.  To view the School’s most recent Donor Honor Roll, click here.

Wharton Fund Loyalty Society members also enjoy benefits such as giveaways and early access to events and seminars as an added thank you for their unwavering commitment to the School.

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 whartonfund@wharton.upenn.edu or +1.215.898.7868.

What gifts are included in The Wharton Fund Loyalty Society?

While Wharton is grateful for all gifts to the School, only gifts specifically designated to The Wharton Fund make donors eligible for membership in The Wharton Fund Loyalty Society.

Is there a minimum gift amount to qualify?

No! We celebrate gifts of all sizes.

How can I contact The Wharton Fund team?

Contact The Wharton Fund at +1.215.898.7868 or whartonfund@wharton.upenn.edu.

Audrey Yong, WG'21

“Thank you so much for your ongoing support that makes Wharton a stronger community.”

Audrey Yong, WG’21

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