Make your Wharton Fund gift today.
Did you know your gift to The Wharton Fund this #GivingTuesday champions everything Wharton does?
Hear from members of the Class of 2023 on how The Wharton Fund has impacted their Wharton education, and how YOU can power the Wharton student experience. #GivingTuesday
The Wharton Fund Impact
Did you know The Wharton Funds powers the Wharton student experience? On #GivingTuesday, we’re focusing on two key areas of support for the School:
Core Resources, like MBA Financial Aid and Technology Investments
Emerging Opportunities, like Research Centers and DEI Programming
See what the Wharton community is choosing to support:
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
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
Jamie Lemisch
Associate Director
35th-50th Reunions & prior
Full Time MBA Classes:
1990 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149
Kinjal Mathur
Senior Associate Director
25th and 30th Reunions
Full Time MBA Classes:
1991-2000
kinjalm@wharton.upenn.edu
+1.302.668.9895
Josh Karp
Associate Director
10th, 15th and 20th Reunions
Full Time MBA Classes:
2001-2014
whartonfund@wharton.upenn.edu
+1.215.898.7868
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
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
25th and 30th Reunions
Full Time MBA Classes:
1991-2000
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
Josh Karp
Associate Director
10th, 15th and 20th Reunions
Full Time MBA Classes:
2001-2014
whartonfund@wharton.upenn.edu/a>
+1.215.898.7868
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.