From left: Professor Jeremy Siegel, Russell E. Palmer Professor Emeritus of Finance, and Mike Sievert, W’91, President and CEO of T-Mobile

November 2023 • Edition 26

November 2023 • Edition 26 MBA students thank donors like you, a doctoral student pushes the limits of social science at Wharton Analytics, and the Wharton Impact Tour welcomes Jeremy Siegel and T-Mobile’s CEO. Thank You for Championing Tomorrow’s Business Leaders From Philadelphia to San Francisco — and even Patagonia...

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September 2023 • Edition 25

September 2023 • Edition 25 Wharton Impact announces new Tour dates with Dean Erika James and spotlights Robb LeMasters, W'99, and one of the School's fundraising priorities: the Coalition for Equity and Opportunity. Join Dean James on the Wharton Impact Tour To share her vision for Wharton’s future, Dean Erika...

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Dante Cruz, W’25, and Catherine Buren, W’25, Nu’25.

August 2023 • Edition 24

August 2023 • Edition 24 This summer, thanks to the support of donors like you, Wharton undergraduates explored potential careers; the Lauder Institute added a new language program; and Wharton Global Youth launched an investment competition for secondary students. Wharton Students Capitalize on Summer Internships Every year, the Career Services...

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July 2023 • Edition 23

July 2023 • Edition 23 Pedro Lichtinger, WG’78, builds his legacy by supporting The Wharton Fund; a new gift transforms healthcare entrepreneurship; and a novel partnership brings business education to the incarcerated. Leaving a Legacy at Wharton When Pedro Lichtinger, WG’78, arrived at Wharton, he was only 21 years old...

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Dean Erika James (left) and Professor Adam Grant (right) regaled alumni with personal stories and insights from their research.

June 2023 • Edition 22

June 2023 • Edition 22 This month’s edition highlights the significance of the Dr. Bruce I. Jacobs Scholars in Quantitative Finance program; the dynamism of Dean Erika James and Professor Adam Grant at the Wharton Impact Tour’s Philadelphia stop; and reflections by alumnae in celebration of this year’s newly graduated...

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Penn recently expanded financial aid for families making less than $75,000 per year.

May 2023 • Edition 21

May 2023 • Edition 21 This month, join Wharton Impact in celebrating the commitment of Steven Silverstein, WG'85, to steering retail business to do good for society; the expansion of financial aid for Wharton undergraduates; and the MBA students who participated in an impact investing competition sponsored, in part, by...

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Sam Lundquist, Chief Advancement Officer

April 2023 • Edition 20

April 2023 • Edition 20 In this month’s Wharton Impact, Chief Advancement Officer Sam Lundquist discusses the state of the School for students and alumni; budding entrepreneurs cook up new ideas in Tangen Hall; and Alice Yin Hung, C’90, W’90, invests in Wharton’s future. In Conversation: Wharton Chief Advancement Officer...

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Alma Ledig, ED’1926, WG’1931, made history as Wharton's first female MBA graduate.

March 2023 • Edition 19

March 2023 • Edition 19 In recognition of Women’s History Month, this edition of Wharton Impact highlights a history-making female graduate; profiles a tech innovator’s efforts to empower future leaders through a new MBA fellowship; and examines how women in data science are moving away from being underrepresented to thriving...

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Dean Erika James, in red, with WMYC Co-chairs Heather Jones, Erika Lawrence, Sierra Martin, and Elon Cornelius, WG'23, at left; and board members Larry Bailey, WG'76, and Lana Woods, WG'90, at right

February 2023 • Edition 18

February 2023 • Edition 18 Wharton Impact is honoring Black History Month in this edition with three stories from the latest Whitney M. Young, Jr. Memorial Conference. Learn how to grow your legacy from alumni honoree David R. Jones, WG’93; read how the conference celebrates the importance of Black leadership;...

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December 2022 – Edition 16

December 2022 • Edition 16 In this month’s edition, read about the School’s new equity and opportunity coalition; learn about the continued importance of human decision-making in the field of people analytics; and hear from Wharton undergraduate students who are recipients of life-changing scholarships. Wharton CEO: A Sustained Effort for...

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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.

Learn About the Campaign

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
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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

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
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