Wharton Alumni Fellows

Empowering students for lifelong engagement with Wharton

2022 Class Gift

It is a tradition for graduating students to make a class gift to The Wharton Fund, honoring our student experience. Our gift will fund Wharton’s future initiatives and help ensure Wharton has the resources to offer a world-class business education, support experiential learning and student life programming, and attract a vibrant and diverse student body.

Our class gift is an opportunity to commemorate what we’ve gained personally and professionally here, and give back so that future students continue to have an amazing Wharton experience. Keep an eye out for more information on giving in the Spring.

About the Fellows

The Alumni Fellows are 23 second-year MBA student leaders within the Wharton Community. Alumni Fellows:

Educate Icon

Educate their classmates on the importance of philanthropy and establishing lifelong engagement with Wharton.

Collaborate Icon

Collaborate with Student Life and External Affairs through a year-long program

Organize Icon

Organize and execute their Class Gift Campaign during their final spring semester

Meet the 2022 Alumni Fellows

Gautum Chokhani

Gautam Chokhani, Co-Chair
Previous Employer
Cobber Renewable Power

Julie Xu

Julie Xu, Co-Chair
Previous Employer
Waymo

Perrin Tyler Bulakul

Perrin (Tyler) Bulakul
Previous Employer
L Catterton

Gabriela Campoverde

Gabriela Campoverde
Previous Employer
Goldman Sachs

Peilu Chen

Peilu Chen
Previous Employer
Cornerstone Research

Laura Claggett

Laura Claggett
Previous Employer
Modus Hotels

Julliard Del Rosario

Julliard Del Rosario
Previous Employer
CSP Associates

Kevin Dong

Kevin Dong
Previous Employer
PFM Financial Advisors LLC

Saphir Esmail

Saphir Esmail
Previous Employer
Deloitte

Javier Gonzalez

Javier Gonzalez
Previous Employer
Goldman Sachs

Alex Hsu

Alex Hsu
Previous Employer
Regal Healthcare Capital Partners

Peter Kaputsos

Peter Kaputsos
Previous Employer
BlackRock

Sam Karlin

Sam Karlin
Previous Employer
SessionM

Vee Kawa

Celiwe (Vee) Kawa
Previous Employer
Kwanele Enuff Foundation

Sophia Kim

Sophia Kim
Previous Employer
Apollo Global Management Inc.

Julie Maddrey

Julie Maddrey
Previous Employer
Boston Consulting Group

Azline Nelson

Azline Nelson
Previous Employer
Delta Air Lines

Melvin Pina

Melvin Pina
Previous Employer
L. Catterton

Megan Reed

Megan Reed
Previous Employer
Bank of America

David Rubin

David Rubin
Previous Employer
Morgan Stanley

Mansukh Singh

Mansukh Singh
Previous Employer
Amazon Web Services

Ariel Stern

Ariel Stern
Previous Employer
Sumaida + Khurana

Shruti Tadepalli

Shruti Tadepalli
Previous Employer
PwC

Become a Fellow

MBAs are eligible to apply to become an Alumni Fellow in the spring of their first year.

Benefits of Being an Alumni Fellow:

• Hands on experience running a philanthropic campaign

• Board Mentorship Program: opportunity to be matched with a member of Wharton’s Executive Board for one-on-one mentorship and networking

• Networking opportunities with notable Wharton staff and alumni faculty, including a Dean’s Reception

• Access to Wharton External Affairs that continues into alumni status

• Opportunity to meet new people and build long-term relationships with your peers

• Represent Wharton in branding and marketing materials

Applications Open March 2022

Frequently Asked Questions

▼ How does the work of the Alumni Fellows help current students?

Funds raised by the Alumni Fellows for the MBA Class Gift support The Wharton Fund. The Wharton Fund provides a valuable, consistent stream of resources that alleviate operating costs and the transferring of those costs to current students. The Wharton Fund helps the School respond to immediate needs, unexpected opportunities, and plan for the future.

▼ When can I apply to be an Alumni Fellow?

Full Time MBAs are eligible to apply to be an Alumni Fellow in the spring semester of their first year. Applications can be submitted on this site only during recruiting season. The program takes place during the entirety of the second year. Contact Laurie Rothenberg, details below, for additional information.

▼ Can I apply to be an Alumni Fellow in my second year?

No. Applications will not be accepted as Alumni Fellows are already working on their MBA Class Gift campaign by early fall of their second year.

▼ Can I still become an Alumni Fellow if I’m traveling in my second year?

In order to serve as an Alumni Fellow, students must be on campus the spring semester of their second year. Participating in Semester in San Francisco or another off-campus activity is permitted during the fall semester. Alumni Fellows who travel during the fall semester are asked to remain engaged by calling into meetings and participating in ongoing MBA Class Gift efforts.

▼ Are Alumni Fellows paid positions?

No. Alumni Fellows are unpaid positions that work towards building philanthropic engagement between current MBA students and the School.

▼ Do I need prior fundraising experience?

No. Alumni Fellows attend an orientation and other meetings that explain the importance of philanthropy and provide them with strategies to help build confidence and a solid foundation for fundraising.

▼ What’s the Board Mentor Program?

The Board Mentor Program is a 1:1 mentoring relationship that pairs every Alumni Fellow with a current Wharton Executive Board Member. The mentoring relationship can be personal or professional-focused. The Board Member will share their passion for Wharton and giving back to the School with their assigned Fellow. This is an excellent and exclusive networking opportunity.

Contact

Laurie Rothenberg

Laurie Rothenberg

Associate Director
+1.215.779.7330

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