The Wharton School is the home of leaders.
Wharton prides itself on leading the world in business education. The Wharton Fund prides itself on supporting the resources essential to keeping the School positioned for success.
Hear from Student Leader, Alice Xie, C’14, WG’21 on the impact The Wharton Fund has had on her Wharton experience.
We invite you to join the Benjamin Franklin Society, the leadership circle of The Wharton Fund.
Benjamin Franklin Society members have an outsized impact on reinforcing the core of everything Wharton stands for. It is only with the generosity of our leadership donors that the School is able to thrive today and plan for tomorrow.
Support our Wharton School leaders with a leadership gift today.
“The noblest question in the world is: ‘What good may I do in it?’”
— BENJAMIN FRANKLIN
Find Your Giving Level
The Wharton School recognizes the following Benjamin Franklin Society levels:
$1,000+ Young Franklin Society
Eligible for Wharton Graduate Alumni from 2017 to 2021, the Young Franklin Society is for recent graduates who want to start leading the Wharton School right after graduation.
$2,500+ Associate Level
The Associate Level is the entry point to membership and the society’s most popular level.
$5,000+ Fellow Level
The Fellow Level is for donors who wish to take their commitment to the next level. This level is most utilized by those making a sustaining impact with a $25,000 commitment over five years.
$10,000+ Founder Level
The Founder Level is the society’s most rapidly growing level of membership. This level is ideal for those considering a sustaining impact with a $50,000 commitment over five years.
$25,000+ Joseph Wharton Society
The Joseph Wharton Society, named for the School’s founder, is one of the society’s most impactful levels due to the number of members and the generosity of their contributions. This level is ideal for those considering a sustaining impact with a $125,000 commitment over five years.
$50,000+ Anvil Society
The Anvil Society is named after the symbol of the Wharton School, the anvil, in homage to Joseph Wharton’s contributions to the metal industry. This level is ideal for those considering a sustaining impact with a $250,000 commitment over five years.
$100,000+ Dean’s Circle
The Dean’s Society 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 fund’s total giving. This level is ideal for those considering a sustaining impact with a $500,000 commitment over five years.
Ways to Give
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
▼ 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.
▼ 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
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
Jamie Lemisch
Associate Director
35th-50th Reunions & prior
Full Time MBA Classes:
1986 and prior
jlemisch@wharton.upenn.edu
+1.267.353.4149
Kinjal Mathur
Senior Associate Director
25th and 30th Reunions
Full Time MBA Classes:
1987-1998
kinjalm@wharton.upenn.edu
+1.302.668.9895
Josh Karp
Associate Director
10th, 15th and 20th Reunions
Full Time MBA Classes:
1999-2011
jakarp@wharton.upenn.edu
+1.513.503.8439
Laurie Rothenberg
Associate Director
1st and 5th Reunions
Full Time MBA Classes:
2012-2021
lauriero@wharton.upenn.edu
+1.215.779.7330
Stories
Learn about positive experiences, opportunities, and outcomes made possible by the philanthropy of Wharton alumni, donors, and friends.
Campaign in Review
Experience Impact in Action
The world and its complex challenges require innovative solutions. The More Than Ever campaign positioned Wharton to meet these challenges head on. Philanthropic support during this campaign significantly increased Wharton’s capacity to incubate ideas, power insights, and create leaders who change the world.
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.