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.

Make a Gift Now

A Special Message from Dean Erika H. James:

With your generosity, we can empower Wharton together

Gifts to The Wharton Fund propel the School forward, enabling us to lead the agenda for business worldwide. To continue this work, we need your support. Your gift allows us to be flexible and responsive to the rapidly changing academic and business climate.

With support from The Wharton Fund, we are strengthening the School’s essential pillars.

The Future of Finance maintains Wharton’s reputation as “The Finance School”
Analytics at Wharton keeps Wharton on the cutting edge of the business world by capitalizing on data-driven insights
A focus on Entrepreneurship and Innovation enables the School’s researchers and students to incubate ideas that will shape the future.

A Special Message from Dean Erika H. James:

With your generosity, we can empower Wharton together

With support from The Wharton Fund, we are strengthening the School’s essential pillars.

The Future of Finance maintains Wharton’s reputation as “The Finance School”
Analytics at Wharton keeps Wharton on the cutting edge of the business world by capitalizing on data-driven insights
A focus on Entrepreneurship and Innovation enables the School’s researchers and students to incubate ideas that will shape the future.

Power Wharton Today

Dean Erika James’ Fall Message

The Dean’s message includes her thoughts about today’s Wharton and her plans for the School. She shares her vision for the future of Wharton with initiatives like environmental, social, and governance (ESG) and the Coalition for Equity and Opportunity (CEO).

View Wharton Fund Fall Appeal

Dean Erika James’ Fall Message

View Wharton Fund Fall Appeal

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.

The Wharton Fund supports

Everything Wharton Does, The Wharton Fund Supports

The School is educating more students, conducting more research, and disseminating thought leadership around the world – more than ever before. This growth is the result of your investment.

Unrestricted giving supported the following areas during Fiscal Year 2022:

MBA Financial Aid (28%)
MBA Financial Aid contributed to a more equitable student body by ensuring the Wharton experience was affordable to students regardless of their financial needs or situation.

Technology and Digital Resources (8%)
Wharton’s technology infrastructure, along with digital resources such as Wharton School Press, continued to keep the School connected and engaged — worldwide.

Administrative Departments (17%)
Administrative departments, like Wharton’s Marketing and Communications division, worked to reinforce the School’s brand — increasing the visibility of Wharton worldwide.

Centers and Research (16%)
Initiatives, like Wharton Interactive and Wharton People Analytics, ensured the School remained a hub for leaders, innovators, and change-makers.

Student Programming (14%)
From MBA Leadership Ventures and Semester in San Francisco to inventive curriculum enhancements and modifications, student programming increased the value of a Wharton degree.

Campus Facilities (11%)
With campuses in both Philadelphia and San Francisco, investments were made toward maintenance and facility upgrades from coast to coast.

Global Research and Initiatives (6%)
Programs such as Global Modular Courses and Wharton’s Global Immersion Program motivated Wharton students to be impactful global citizens.

Leadership and Loyalty

The Wharton Fund Giving Societies

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.

Learn More About Benjamin Franklin 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.

Learn More About Loyalty Societies

Leadership and Loyalty

The Wharton Fund Giving Societies

The Benjamin Franklin Society

Learn More About Benjamin Franklin 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.

Learn More About Loyalty Societies

Thank You to Our Donors!

Support of The Wharton Fund is appreciated now, more than ever.

View the Donor Honor Roll

Thank You to Our Donors!

Support of The Wharton Fund is appreciated now, more than ever.

View the Donor Honor Roll

Frequently Asked Questions

Answers to some of the most common questions about investing in the School’s people and programs with The Wharton Fund.

Frequently Asked Questions

Answers to some of the most common questions about investing in the School’s people and programs with The Wharton Fund.

Frequently Asked Questions

Support The Wharton Fund. We can empower the School together.

Power Wharton Today

Support The Wharton Fund. We can empower the School together.

Power Wharton Today

Contact Us

Do you have questions about The Wharton Fund? Reach out any time to one of our Wharton Liaisons. Not sure who to contact? Contact our office +1.215.898.7868 or whartonfund@wharton.upenn.edu

Beth Truta Morris
Director
15th Reunion
Full-Time MBA Classes 2004 – 2008
The Wharton Fund
truta@wharton.upenn.edu
+1.215.898.3552

Diana Paterno
Senior Associate Director
The Wharton Fund
dianapat@wharton.upenn.edu
+1.215.292.5959

Cynthia Orr
Associate Director
MBAs for Executives
corr@wharton.upenn.edu
+1.267.698.5700

Kinjal Mathur
Senior Associate Director
10th, 20th, 25, and 30th Reunions
Full-Time MBA Classes:
1991 – 2000 and 2009 – 2014
kinjalm@wharton.upenn.edu
+1.302.668.9895

Jamie Lemisch
Associate Director
35th-50th Reunions & prior
Full-Time MBA Classes:
1990 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

Laurie Rothenberg
Associate Director
1st and 5th Reunions
Full-Time MBA Classes:
2015-2022
lauriero@wharton.upenn.edu
+1.215.779.7330

Contact Us

Do you have questions about The Wharton Fund? Reach out any time to one of our Wharton Liaisons. Not sure who to contact? Contact our office +1.215.898.7868 or whartonfund@wharton.upenn.edu

Beth Truta Morris
Director
15th Reunion
Full-Time MBA Classes 2004 – 2008
The Wharton Fund
truta@wharton.upenn.edu
+1.215.898.3552

Cynthia Orr
Associate Director
MBAs for Executives
corr@wharton.upenn.edu
+1.267.698.5700

Kinjal Mathur
Senior Associate Director
10th, 20th, 25, and 30th Reunions
Full-Time MBA Classes:
1991 – 2000 and 2009 – 2014
kinjalm@wharton.upenn.edu
+1.302.668.9895

Laurie Rothenberg
Associate Director
1st and 5th Reunions
Full Time MBA Classes:
2015-2022
lauriero@wharton.upenn.edu
+1.215.779.7330

Diana Paterno
Senior Associate Director
The Wharton Fund
dianapat@wharton.upenn.edu
+1.215.292.5959

Jamie Lemisch
Associate Director
35th-50th Reunions & prior
Full Time MBA Classes:
1990 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

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

Call The Wharton Fund at +1.215.898.7868

▼ 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-Advise 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, 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 over may use QCDs to satisfy some or all of their Required Minimum Distributions (RMDs) up to $108,000 annually. 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 +1.215.898.5069 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.

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