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

Give To Wharton Today!

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:

Core Resources

Emerging Opportunities

Contact Us

Do you have questions about The Wharton Fund? Visit our FAQs site or reach out any time to one of our Wharton Fund Liaisons. Not sure who to contact? Reach our office at +1.215.898.7868.

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

Kinjal Mathur
Director
20th, 25th, and 30th Reunions
Full-Time MBA Classes:
1994-2007
kinjalm@wharton.upenn.edu
+1.302.668.9895

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

Jamie Lemisch
Senior Associate Director
35th-50th Reunions and Emeritus
Full-Time MBA Classes:
1993 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

Isaiah Bryant
Associate Director
1st, 5th, 10th Reunions
Full-Time MBA Classes:
2013-2026
ibryant@wharton.upenn.edu
+1.215.573.7352

Leilana Austin
Associate Director
MBAs for Executives
15th Reunion
Full-Time MBA Classes:
2008-2012
leilana@wharton.upenn.edu
+1.215.898.6574

Contact Us

Do you have questions about The Wharton Fund? Visit our FAQs site or reach out any time to one of our Wharton Fund Liaisons. Not sure who to contact? Reach our office at +1.215.898.7868.

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

Kinjal Mathur
Director
20th, 25th, and 30th Reunions
Full-Time MBA Classes:
1994-2007
kinjalm@wharton.upenn.edu
+1.302.668.9895

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

Jamie Lemisch
Senior Associate Director
35th-50th Reunions and Emeritus
Full-Time MBA Classes:
1993 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

Isaiah Bryant
Associate Director
1st, 5th, 10th Reunions
Full-Time MBA Classes:
2013-2026
ibryant@wharton.upenn.edu
+1.215.573.7352

Leilana Austin
Associate Director
MBAs for Executives
15th Reunion
Full-Time MBA Classes:
2008-2012
leilana@wharton.upenn.edu
+1.215.898.6574

Contact Us

Do you have questions about The Wharton Fund? Visit our FAQs site or reach out any time to one of our Wharton Fund Liaisons. Not sure who to contact? Reach our office at +1.215.898.7868.

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

Kinjal Mathur
Director
20th, 25th, and 30th Reunions
Full-Time MBA Classes:
1994-2007
kinjalm@wharton.upenn.edu
+1.302.668.9895

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

Jamie Lemisch
Senior Associate Director
35th-50th Reunions and Emeritus
Full-Time MBA Classes:
1993 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149

Isaiah Bryant
Associate Director
1st, 5th, 10th Reunions
Full-Time MBA Classes:
2013-2026
ibryant@wharton.upenn.edu
+1.215.573.7352

Leilana Austin
Associate Director
MBAs for Executives
15th Reunion
Full-Time MBA Classes:
2008-2012
leilana@wharton.upenn.edu
+1.215.898.6574

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

To ensure your information is handled securely, gifts by phone are processed through a secure line. Please call +1.215.898.2672 and follow the prompts to speak with a representative to safely process your gift.

▼ 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 older may use Qualified Charitable Distributions (QCDs) to satisfy some or all of their Required Minimum Distributions (RMDs), up to the annual limit set by the IRS and adjusted for inflation. 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