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...
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...
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....
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...
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...
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...
May 2024 • Edition 32
May 2024 - Edition 32 Wharton MBAs mentor incarcerated individuals with Wharton WORKS, an assistant professor of managerial economics researches poverty and climate challenges, and Lauder students head to Georgia on a Lauder Intercultural Venture (LIV). Wharton WORKS Transforms the Lives of Incarcerated Individuals Wharton Magazine showcases the power of Wharton...
April 2024 • Edition 31
April 2024 - Edition 31 The dean travels the world with the Wharton Impact Tour, a faculty member earns the Mitchell J. Blutt and Margo Krody Blutt Presidential Professorship, and Wharton Global Youth offers a new online program for teens. Looking Back on This Year's Impact Tour From Seattle to...
March 2024 • Edition 30
March 2024 • Edition 30 In honor of Women's History Month, this edition highlights some remarkable women who are a part of the Wharton community. More than 120 people gather on campus to acknowledge achievements made by women in data science, an alumna shares the programs that make her proud...
February 2024 • Edition 29
February 2024 • Edition 29 In honor of Black History Month, this edition amplifies diverse voices connected to Wharton. An MBA student reflects on leadership lessons he learned in New Zealand, an alumni couple connects with a famous relative to transform the beauty and entertainment industries, and the Whitney M....
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...
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...
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....
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...
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...
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
▼ Give by Phone
Call The Wharton Fund at +1.215.898.7868
▼ Give by Mail
▼ 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:
- Apple
- Deloitte
- 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.
▼ 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.
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).
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Wharton External Affairs
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2929 Walnut Street
Philadelphia, PA 19104