Giving Tuesday Logo

Make a gift to The Wharton Fund.

Join us in powering the initiatives that are propelling the School forward.

Your support this #GivingTuesday allows Wharton to inspire, achieve, and scale its impact to ensure the School remains at the forefront of global business education and thought leadership.

Azline Nelson, G’22, WG’22, Alumni Fellow, shares how The Wharton Fund positively impacted her education and why it’s so important to pay it forward. #GivingTuesday

Give Today

The Wharton Fund Impact

The Wharton Fund ensures Wharton is able to thrive today and meet the challenges of tomorrow.  Unrestricted funds, like those from The Wharton Fund, sustain School programs and initiatives, such as:

• Financial aid for MBA students in the form of tuition assistance and COVID-19 relief grants, which ensure the Wharton experience is available to students, regardless of their financial needs or situation, creating a diverse student body that elevates the entire Wharton community.

• Leading edge research and centers such as the Center for Leadership and Change Management, Wharton Interactive, and the Wharton Neuroscience Initiative (WiN).

• Administrative departments that work collaboratively to ensure the powerful Wharton alumni network remains connected with the School’s people, programs — and each other.

• Technology and digital resources such as online platforms, webinars, and other virtual programming that continue to enhance the Wharton experience.

Contact Us

If you already have a University of Pennsylvania or Wharton School liaison that assists you with your contributions, you can continue to reach out to them for your giving needs. If not, one of the following members of The Wharton Fund team would be happy to assist you. Consider reaching out to schedule a virtual visit with your liaison today.

Picture of Beth Truta Morris

Beth Truta Morris
The Wharton Fund

Photo of Cynthia Orr

Cynthia Orr
Associate Director
MBAs for Executives

Picture of Jamie Lemisch

Jamie Lemisch
Associate Director
35th-50th Reunions & prior
Full Time MBA Classes:
1986 and prior

Picture of Kinjal Mathur

Kinjal Mathur
Senior Associate Director
25th and 30th Reunions
Full Time MBA Classes:

Picture of Josh Karp

Josh Karp
‌Associate Director
‌10th, 15th and 20th Reunions
‌Full Time MBA Classes:

Photo of Laurie Rothenberg

Laurie Rothenberg
Associate Director
1st and 5th Reunions
Full Time MBA Classes:

Ways to Give

Can’t find what you’re looking for? Contact The Wharton Fund at +1.215.898.7868 or

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”

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
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

▼ 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.

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