
Thank You!
Dozens of Wharton alumnae like you answered the challenge and came together to show the power of female-driven philanthropy.
Through your generous support of The Wharton Fund, you are Defining the Future of Wharton.
Thank you again for elevating the collective voice of women at Wharton and beyond.
There is still time to join! A gift of $10,000 to The Wharton Fund will have an outsized impact on programming for women at Wharton. It will also make you a Founder-level member of the Benjamin Franklin Society, the School’s leadership annual giving society.
Women Leading Wharton
Learn more about the women who are Defining the Future of Wharton as senior leaders and board chairwomen by selecting their names below.

Erika H. James
- Dean, The Wharton School
- Reliance Professor of Management and Private Enterprise
- Professor of Management

Nancy Rothbard
- Deputy Dean, The Wharton School
- David Pottruck Professor
- Professor of Management

Angela Bostick
Chief Marketing and Communications Officer

Peggy Bishop Lane
- Vice Dean, Wharton MBA for Executive Program
- Adjunct Professor of Accounting

Maryellen Reilly
Vice Dean, Graduate Student Affairs

Diana Robertson
- Vice Dean and Director, Wharton Undergraduate Division
- Samuel A. Blank Professor in Legal Studies
- Professor of Legal Studies and Business Ethics

Lori Rosenkopf
- Vice Dean, Entrepreneurship
- Simon and Midge Palley Professor
- Professor of Management

Patti Williams
- Vice Dean, Wharton Executive Education
- Ira A. Lipman Associate Professor of Marketing

Nancy Zhang
- Vice Dean, Wharton Doctoral Programs
- Ge Li and Ning Zhao Professor
- Professor of Statistics and Data Science

Alice Hung, C’90, W’90
- Chair, Executive Board for Asia

Rosanna Ramos-Velita, G’92, WG’92
- Chair, Executive Board for Latin America

Janet Cowell, C’90, G’95, WG’95
- Chair, Executive Education Board
Find Your Giving Level
Giving at the following levels will have an outsized impact on women’s programming at Wharton. Donors at these levels are also recognized as members of the Benjamin Franklin Society, the School’s leadership annual giving society:
Find Your Giving Level
Giving at the following levels will have an outsized impact on women’s programming at Wharton. Donors at these levels are also recognized as members of the Benjamin Franklin Society, the School’s leadership annual giving society:
$10,000+ Founder
Join Defining the Future of Wharton with a leadership gift to The Wharton Fund at this level. The Founder Level is the Benjamin Franklin Society’s fastest growing level of membership and is ideal for those who wish to make a sustaining impact with a $50,000 commitment over five years.
$25,000+ Joseph Wharton Society
Increase your impact on women’s programming at Wharton with a gift to The Wharton Fund at this level. An annual commitment of $25,000 amounts to a sustaining impact on the School of $125,000 over five years.
$50,000+ Anvil Society
The Anvil Society is named after the symbol of the Wharton School, the anvil. This level is ideal for alumnae considering a sustaining impact with a $250,000 commitment over five years.
$100,000+ Dean’s Circle
The Dean’s Circle represents a small, elite group of leadership donors who make up less than one percent of all Wharton Fund donors, but whose contributions account for a substantial portion of The Wharton Fund’s total giving. This level is ideal for alumnae who wish to champion the School’s female-driven initiatives in an exceptional way and who are considering a sustaining impact with a $500,000 commitment over five years.
Other Levels
Alumnae who are members of the Benjamin Franklin Society generously contribute $2,500 or more annually to The Wharton Fund. Recent MBA graduates, 0-4 years since graduation, are able to join with gifts of $1,000 or more.
Defining the Future of Wharton
If you did not receive your Defining the Future of Wharton invite, or if you have additional questions about the power of female-driven philanthropy, please contact your Wharton liaison, or contact
The Wharton Fund at +1.215.898.7868 or whartonfund@wharton.upenn.edu.

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 Online
▼ 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.
▼ 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
- 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.
▼ 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.