Wharton Impact Newsletter - Our Community, Your Inbox

President J. Larry Jameson, Jamie Dinan, W’81, and Wharton School Dean Erika H. James, at the Dinan Hall dedication ceremony.

May 2025 • Edition 44

May 2025 - Edition 44 Jamie Dinan, W’81 cuts the ribbon on the newly named Dinan Hall; Justin Koehler, G’25, WG’25, shares how the John Tsai Lauder Fellowship Fund shaped his experiences as a Lauder student; and Penn expands aid to middle- and lower-income families with the Quaker Commitment. Celebrating...

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Wharton alumna Carleigh Jaques, a person with blond hair in a navy blazer, standing in front of a water and bridge background.

April 2025 • Edition 43

April 2025 - Edition 43 Jeany Zhao, WG’25, shares insights gained from her Leadership Venture in Patagonia; Wharton Magazine interviews Carleigh Jaques, WG’95, a founding member of the Wharton AI & Analytics (WAIAI) Advisory Board; and MBA Reunion Weekend approaches — along with a chance to give back to the...

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March 2025 • Edition 42

March 2025 - Edition 42 Rick Bates, WG’96, founder and CEO of RxSense, shares how AI is revolutionizing health care; three Lauder Institute startups win $15,000 each at the 2025 Jacobson Global Venture Awards; and Venture Lab hosts the Joiner Fair to connect students from across Penn with opportunities at...

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February 2025 • Edition 41

February 2025 - Edition 41 Lauder students race through Morocco, Wharton undergraduates explore careers with WIEP, and a gift from the Leonard and Sophie Davis Fund fuels the future of health care research. Visiting Morocco With the Lauder Institute Cross-cultural exploration is a key component of the Lauder Institute experience,...

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Picture of Scott A. Wieler, WG’87, and his wife, Mary Baily Wieler

January 2025 • Edition 40

January 2025 - Edition 40 Explore Wharton programs that support future leaders and the impact of two recent leadership gifts — one from Mark J. Pincus, W’88, to Wharton’s Generative AI Labs, and one from Scott A. Wieler, WG’87, and his wife, Mary Baily Wieler, to establish the Wieler Family...

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December 2024 • Edition 39

December 2024 - Edition 39 MBA fellowship recipients share their personal definitions of “giving back,” Wharton Magazine recaps this fall’s Wharton in Focus events in LA and Asia, and the Lauder Institute spends a week in Mongolia studying the local business landscape. We Asked Seven MBA Fellowship Recipients What ‘Giving...

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Group portrait of Wharton Fund MBA Fellows on Locust Walk

November 2024 • Edition 38

November 2024 - Edition 38 Students thank donors to The Wharton Fund, the Managing Director of the Lauder Institute discusses his Zuni heritage, and Huntsman Hall gets a makeover aimed at enriching MBA student life. Thank You — Today and Every Day While we're always thankful for your support, Thank...

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October 2024 • Edition 37

October 2024 - Edition 37 Dean Erika James underscores the importance of supporting The Wharton Fund, Wharton Magazine highlights the experiences of four Moelis Fellows, and the Summer Undergraduate Mentored Research Program (SUMR) celebrates 25 years. The Wharton Fund is the Foundation of the Wharton School Dean Erika James calls...

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September 2024 • Edition 36

September 2024 - Edition 36 Wharton's CAO Bill Bole shares his passion for philanthropy and how it shapes the School's future, a Roy & Diana Vagelos Scholar shares how financial aid changed her life, and a Lauder student details his summer in Mexico with the Lauder Leadership Immersion Internship program....

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Eight STEP students sitting on stairs and talking

August 2024 • Edition 35

August 2024 - Edition 35 Bob Hernandez, WG'68, honors his late brother by backing student aid, a Wharton alumnus's photo essay captures the Successful Transition and Empowerment Program (STEP), and Dean Erika James and Professor Ethan Mollick represent Wharton in London. Q&A with Bob Hernandez, WG’68: Forwarding Success and Enriching...

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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

Call The Wharton Fund at +1.215.898.7868

▼ 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 over may use QCDs to satisfy some or all of their Required Minimum Distributions (RMDs) up to $108,000 annually. 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