How to Give
“Continue investing in the strength of the Wharton experience by contributing to the Wharton Fund today.”
Michelle Claxton, WG’17
“Continue investing in the strength of the Wharton experience by contributing to the Wharton Fund today.”
Michelle Claxton, WG’17
Gifts of Cash
Appreciated Securities
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.
Give Online
Wharton’s Fiscal Year is July 1- June 30.
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”
University of Pennsylvania
Office of the Treasurer
PO BOX 71332
Philadelphia, PA 19176-9913
Need Further Assistance In Making Your Gift?
Please contact our Gifts Accounting Manager Philomena Rhoades at +1.215.746.2099 or email The Wharton Fund at whartonfund@wharton.upenn.edu.
Planned Gifts
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.