Wharton Impact Newsletter - Our Community, Your Inbox

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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Lauder Intercultural Ventures (LIVs) program group picture

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...

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Collage of photo from past Wharton Impact Tour events

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...

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Conference attendees participated in a guided tour of the Penn Museum, where they learned about the history of women's storytelling — and how it impacts everyday life and data science.

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...

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Whitney M. Young Jr. Memorial Conference

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....

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Three group photos are displayed against a blue map-like background. The left and center groups hold a banner for

January 2024 • Edition 28

January 2024 • Edition 28 Lauder students explore new corners of the world, Analytics at Wharton documents a year of discoveries and successes, and BEPP looks back on 40 years of its pioneering program. Lauder Students Embark on First-Ever Argentina and Uruguay Intercultural Ventures Thanks to donors like you, Lauder...

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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

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