Wharton Women Defining the Future of Wharton

You Are Invited

As a Wharton alumna, you are invited to make a transformational gift of $10,000 or more in support of the people and programs that are championing women at Wharton.

Your generosity will INSPIRE others, ACHIEVE change, and SCALE the School’s programming while elevating the collective voice of women at Wharton and beyond.

Make your gift by December 31 for tax purposes and help The Wharton Fund reach its goal of 75 alumnae donors who give $10,000 or more by calendar year end.

A gift of $10,000 to The Wharton Fund will have an outsized impact on women’s programming at Wharton. It will also make you a Founder-level member of the Benjamin Franklin Society, the School’s leadership annual giving society.

Women are defining the future of Wharton.

Inspire Others

As Wharton’s first female dean, Dean Erika James is focused on strengthening and diversifying the reach of Wharton.

The Coalition for Equity and Opportunity (CEO) is the first-of-a-kind partnership among academe, business, and industry to create and disseminate the knowledge needed to drive broad-based and inclusive economic growth and opportunity for all people.

Inspired by an evolving student population comprised of 50% women, CEO is creating a future that is accessible to all students.

“We see the talented women who care about − and want to learn more about
− business and business education. Wharton is committed to being at the forefront of changing the gender balance of upcoming generations of business leaders. And Wharton alumnae can help us get there by expanding opportunities for women and empowering positive outcomes for their success.”

Dean Erika H. James

Inspire Others

As Wharton’s first female dean, Dean Erika James is focused on strengthening and diversifying the reach of Wharton.

The Coalition for Equity and Opportunity (CEO) is the first-of-a-kind partnership among academe, business, and industry to create and disseminate the knowledge needed to drive broad-based and inclusive economic growth and opportunity for all people.

Inspired by an evolving student population comprised of 50% women, CEO is creating a future that is accessible to all students.

“We see the talented women who care about − and want to learn more about
− business and business education. Wharton is committed to being at the forefront of changing the gender balance of upcoming generations of business leaders. And Wharton alumnae can help us get there by expanding opportunities for women and empowering positive outcomes for their success.”

Dean Erika H. James

Achieve Change

For the second year in a row, the incoming Wharton class has achieved gender parity with at least 50 percent of students identifying as female.

Financial aid contributes to this ongoing gender parity by ensuring the Wharton experience is available to students regardless of their financial needs or situation.

A gender equitable student body propels the School forward, elevating the entire Wharton community.

“Wharton was a unique opportunity – it opened so many doors that I did not think were possible.”

Gabriela Campoverde, WG’22, GEN’23

Achieve Change

For the second year in a row, the incoming Wharton class has achieved gender parity with at least 50 percent of students identifying as female.

Financial aid contributes to this ongoing gender parity by ensuring the Wharton experience is available to students regardless of their financial needs or situation.

A gender equitable student body propels the School forward, elevating the entire Wharton community.

“Wharton was a unique opportunity – it opened so many doors that I did not think were possible.”

Gabriela Campoverde, WG’22, GEN’23

Scale Programming

The McNulty Leadership program at Wharton helps develop the personal and professional leadership capacity of current students through innovative programming and networking opportunities.

With support from The Wharton Fund, the McNulty Leadership Program is looking to scale its offerings – such as its roundtable programming that brings together individuals from various industries for open discussion and dialogue – so that more female students can take advantage of this uniquely Wharton experience.

By scaling programs like McNulty, Wharton is equipping women to be leaders, innovators, and change-makers.

“One of the most rewarding aspects of my MBA journey was working with the McNulty Leadership Program. Many women I know, myself included, have faced insurmountable barriers as we sought leadership positions in our professional and personal lives. Acknowledging our shared experiences as part of McNulty’s Wharton Women’s Leadership Circles not only served as a source of connection, but also as a platform to celebrate and empower each other while paving the way for a better future.”

Zamreen Ebrahim, WG’21

“The McNulty roundtables empowered me to ask questions without fear of judgement, lead with vulnerability, and most importantly, practice bringing my most authentic self to the table. I plan to leverage the lessons I learned and the tools I acquired during these sessions in my workplace and wherever I am called to lead.”

Tanya Gupta, WG’22

Scale Programming

The McNulty Leadership program at Wharton helps develop the personal and professional leadership capacity of current students through innovative programming and networking opportunities.

With support from The Wharton Fund, the McNulty Leadership Program is looking to scale its offerings – such as its roundtable programming that brings together individuals from various industries for open discussion and dialogue – so that more female students can take advantage of this uniquely Wharton experience. By scaling programs like McNulty, Wharton is equipping women to be leaders, innovators, and change-makers.

“One of the most rewarding aspects of my MBA journey was working with the McNulty Leadership Program. Many women I know, myself included, have faced insurmountable barriers as we sought leadership positions in our professional and personal lives. Acknowledging our shared experiences as part of McNulty’s Wharton Women’s Leadership Circles not only served as a source of connection, but also as a platform to celebrate and empower each other while paving the way for a better future.”

Zamreen Ebrahim, WG’21

“The McNulty roundtables empowered me to ask questions without fear of judgement, lead with vulnerability, and most importantly, practice bringing my most authentic self to the table. I plan to leverage the lessons I learned and the tools I acquired during these sessions in my workplace and wherever I am called to lead.”

Tanya Gupta, WG’22

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.

Picture of Dean Erika H. James

Erika H. James

  • Dean, The Wharton School
  • Reliance Professor of Management and Private Enterprise
  • Professor of Management
Picture of Nancy Rothbard

Nancy Rothbard

  • Deputy Dean, The Wharton School
  • David Pottruck Professor
  • Professor of Management
Picture of Angela Bostick

Angela Bostick

Chief Marketing and Communications Officer

Picture of Peggy Bishop

Peggy Bishop Lane

  • Vice Dean, Wharton MBA for Executive Program
  • Adjunct Professor of Accounting
Picture of Maryellen Reilly

Maryellen Reilly

Vice Dean, Graduate Student Affairs

Picture of Diana Robertson

Diana Robertson

  • Vice Dean and Director, Wharton Undergraduate Division
  • Samuel A. Blank Professor in Legal Studies
  • Professor of Legal Studies and Business Ethics
Picture of Lori Rosenkopf

Lori Rosenkopf

  • Vice Dean, Entrepreneurship
  • Simon and Midge Palley Professor
  • Professor of Management
Picture of Patti Williams

Patti Williams

  • Vice Dean, Wharton Executive Education
  • Ira A. Lipman Associate Professor of Marketing
Picture of Nancy Zhang

Nancy Zhang

  • Vice Dean, Wharton Doctoral Programs
  • Ge Li and Ning Zhao Professor
  • Professor of Statistics and Data Science
Picture of Alice Hung

Alice Hung, C’90, W’90

  • Chair, Executive Board for Asia
Picture of Rosanna Ramos Velita

Rosanna Ramos-Velita, G’92, WG’92

  • Chair, Executive Board for Latin America
Picture of Janet Cowell

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.

Track Our Progress

Become one of the 75 alumnae donors who give $10,000 or more to The Wharton Fund before calendar year-end. See how many alumnae donors have already stepped-up and are Defining the Future of Wharton.

Total Number of Alumnae Donors: 14 Leaders
Contact Us

For more information about Defining the Future of Wharton, or to speak with someone directly about your leadership support of the Wharton School, please contact your Wharton Fund Liaison. 

Picture of Beth Morris

Beth Truta Morris
Director
The Wharton Fund
truta@wharton.upenn.edu
+1.215.898.3552

Picture of Diana Paterno

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

Picture of Cynthia Orr

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

Picture of Jamie Lemisch

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

Picture of Kinjal Mathur

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

Picture of Josh Karp

Josh Karp
‌Associate Director
‌10th, 15th and 20th Reunions

‌Full Time MBA Classes:
‌2001-2014
whartonfund@wharton.upenn.edu
+1.215.898.7868

Picture of Laurie Rothenberg

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

Contact Us

For more information about Defining the Future of Wharton, or to speak with someone directly about your leadership support of the Wharton School, please contact your Wharton Fund Liaison. 

Picture of Beth Morris

Beth Truta Morris
Director
The Wharton Fund
truta@wharton.upenn.edu
+1.215.898.3552

Picture of Diana Paterno

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

Picture of Cynthia Orr

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

Picture of Jamie Lemisch

Jamie Lemisch
Associate Director
35th-50th Reunions & prior
Full Time MBA Classes:
1986 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

Picture of Kinjal Mathur

Kinjal Mathur
Senior Associate Director
25th and 30th Reunions
Full Time MBA Classes:
1987-1998
kinjalm@wharton.upenn.edu
+1.302.668.9895

Picture of Josh Karp

Josh Karp
‌Associate Director
‌10th, 15th and 20th Reunions

‌Full Time MBA Classes:
‌1999-2011
whartonfund@wharton.upenn.edu
+1.215.898.7868

Picture of Laurie Rothenberg

Laurie Rothenberg
Associate Director
1st and 5th Reunions
Full Time MBA Classes:
2012-2021
lauriero@wharton.upenn.edu
+1.215.779.7330

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.

Picture of Wharton Fund Alumnae Appeal Brochure sent via direct mail

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.

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