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…Read More
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…Read More
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;…Read More
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…Read More
November 2022 – Edition 15
November 2022 • Edition 15 In this month’s special edition honoring Veterans Day learn about Medal of Honor recipient and Wharton Executive MBA graduate Edward Byers Jr., WG’21; hear how combat veteran Ben Crovella, WG’15, engages with Wharton veterans; and find out how Wharton supports veterans from their time as…Read More
October 2022 – Edition 14
October 2022 • Edition 14 In this edition, read about Dean Erika James’s vision for Wharton; learn about a new initiative to improve the management of chronic kidney disease; and find out how Penn Medicine memorialized its scientific breakthroughs addressing COVID-19. Acknowledging Hope, Optimism, and Opportunity Dean Erika James’s annual…Read More
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 — and…Read More
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
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 for…Read More
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 Marilyn…Read More
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…Read More
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…Read More
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;…Read More
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…Read More
November 2022 – Edition 15
November 2022 • Edition 15 In this month’s special edition honoring Veterans Day learn about Medal of Honor recipient and Wharton Executive MBA graduate Edward Byers Jr., WG’21; hear how combat veteran Ben Crovella, WG’15, engages with Wharton veterans; and find out how Wharton supports veterans from their time as…Read More
Campaign in Review
Experience Impact in Action
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 Online
▼ 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.
▼ 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
- 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.
▼ 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.