Wharton Impact Newsletter - Our Community, Your Inbox

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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July 2024 • Edition 34

July 2024 - Edition 34 The School appoints Mary-Hunter “Mae” McDonnell the inaugural faculty recipient of the Bantwal Family Goldman Sachs Presidential Professorship, the University of Pennsylvania Board of Trustees approves record undergraduate financial aid budget, and Wharton Magazine chronicles recent strides made by Wharton experts in AI innovation. Mary-Hunter...

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June 2024 • Edition 33

June 2024 - Edition 33 A Wharton graduate reflects on how his fellowship helped shape his journey, student-led startups receive donor-funded prizes, and three Wharton seniors detail their Environmental, Social, and Governance (ESG) involvement. Temitope Akande, WG'21, Recalls His Journey from Africa to Wharton In a personal essay for Wharton...

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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 fiscal year is July 1 - June 30. Penn's Tax ID/EIN is 23-1352685.

▼ Give Online

Use Our Secure Giving Site

▼ Give by Phone

Call The Wharton Fund at +1.215.898.7868

▼ Give by Mail

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).

For USPS
Wharton External Affairs
Suite 500 FMC Tower
2929 Walnut Street
Philadelphia, PA 19104

For FedEx, UPS, and DHL Deliveries Only
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
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

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. Most matching gifts are made by companies employing Wharton alumni, including:

Apple
Deloitte
Google
Johnson & Johnson Corporation
Microsoft
PricewaterhouseCoopers
Goldman Sachs
Visa
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.

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