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Wharton Impact – September 2022 – Edition 13

September 2022 • Edition 13 In this month’s edition, read about Wharton’s success today and its trajectory for the future; learn about a new mentoring program for burgeoning entrepreneurs; and find out how the Prism Fellowship is delivering on diversity, equity, and inclusion. Wharton’s Success Story Is Onward — andRead More

Wharton Impact – August 2022 – Edition 12

August 2022 • Edition 12 In this month’s edition learn how The Wharton Fund had a milestone financial year raising unrestricted funds for the School, and read the Q&A from the Wharton Impact Tour London stop with Dean Erika James and Professor Vit Henisz discussing the topic of ESG (environmental,Read More

Wharton Impact – July 2022 – Edition 11

July 2022 • Edition 11 In this month’s edition, learn about the value of being an Alumni Fellow; join Wharton on the road and find out where the Impact Tour is stopping next; and have some summer fun with the Global Clubs Network. Building a Philosophy of Philanthropy Writing forRead More

Wharton Impact – June 2022 – Edition 10

June 2022 • Edition 10 In this edition, read about an alumna’s inspired re-engagement with the School; learn how the recent MBA Reunion Weekend numbers stacked up; and explore a wide-ranging gift that will benefit Wharton and Penn for years to come. It Pays to Be in the Know MarilynRead More

Wharton Impact – May 2022 – Edition 9

May 2022 • Edition 9 In this edition, find out how Wharton brought the wow factor to New York City; read about a game-changing gift that is supporting the next generation of self-starters; and learn today what the future of work will look like tomorrow. Wow for Wharton in NYC!Read More

Wharton Impact – April 2022 – Edition 8

April 2022 • Edition 8 In this month’s edition, find out why the future really is finance; where Wharton is delivering impactful alumni events next in its return to the road; and who has been named the School’s Inaugural Howard Marks Endowed Professor. The Future Is Finance Thanks to theRead More

Wharton Impact – March 2022 – Edition 7

March 2022 • Edition 7 In this edition, we honor Women’s History Month by highlighting accomplishments of women from the Wharton community. Read how Wharton women of today, and yesterday, are inspiring others; and how MBA Career Management supports the individual needs of alumnae. Also in this edition, celebrate WhartonRead More

Wharton Impact – February 2022 – Edition 6

February 2022 • Edition 6 Wharton Impact is celebrating Black History Month by highlighting alumni who had, and have, an empowering role in the struggle for equality and justice. Read about an alumnus born into slavery who helped lay the foundation for Black History Month; learn how a white graduateRead More

Wharton Impact – January 2022 – Edition 5

January 2022  •  Edition 5 In this edition, read how the School is facing the future by building on its past; learn how an MBA alumnus gives back through mentoring and advising Wharton students and graduates; and start the new year with some tips on overcoming obstacles — while having fun! WhartonRead More

Wharton Impact – December 2021 – Edition 4

December 2021 • Edition 4 In this edition we learn about a gift that has generational roots; how the buzz is building for Reunion; and what leaders can learn from the new workplace normal. Honoring His Father by Investing in the Future Robert L. Dilenschneider is not a Wharton alumnus,Read More

Photo of 2001 Wharton MBA Alumni

Wharton Impact – September 2022 – Edition 13

September 2022 • Edition 13 In this month’s edition, read about Wharton’s success today and its trajectory for the future; learn about a new mentoring program for burgeoning entrepreneurs; and find out how the Prism Fellowship is delivering on diversity, equity, and inclusion. Wharton’s Success Story Is Onward — andRead More

Wharton Impact Tour logo

Wharton Impact – August 2022 – Edition 12

August 2022 • Edition 12 In this month’s edition learn how The Wharton Fund had a milestone financial year raising unrestricted funds for the School, and read the Q&A from the Wharton Impact Tour London stop with Dean Erika James and Professor Vit Henisz discussing the topic of ESG (environmental,Read More

Azline Nelson, WG'22

Wharton Impact – July 2022 – Edition 11

July 2022 • Edition 11 In this month’s edition, learn about the value of being an Alumni Fellow; join Wharton on the road and find out where the Impact Tour is stopping next; and have some summer fun with the Global Clubs Network. Building a Philosophy of Philanthropy Writing forRead More

Meet Us At $1 Million Banner

Wharton Impact – June 2022 – Edition 10

June 2022 • Edition 10 In this edition, read about an alumna’s inspired re-engagement with the School; learn how the recent MBA Reunion Weekend numbers stacked up; and explore a wide-ranging gift that will benefit Wharton and Penn for years to come. It Pays to Be in the Know MarilynRead More

Dean Erika James in conversation with Professor Michael Platt.

Wharton Impact – May 2022 – Edition 9

May 2022 • Edition 9 In this edition, find out how Wharton brought the wow factor to New York City; read about a game-changing gift that is supporting the next generation of self-starters; and learn today what the future of work will look like tomorrow. Wow for Wharton in NYC!Read More

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 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.

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

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
  • Google
  • 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.

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