The Wharton Fund Loyalty Society

Wharton recognizes the dedication of those who have given for three or more consecutive fiscal years to The Wharton Fund with induction into its Loyalty Society.

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Number of Loyalty Society members in Fiscal Year 2023 - the highest number of members to date.
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Percentage of Wharton Fund donors who were also Loyalty Society members in Fiscal Year 2023.

Have you renewed your Wharton Fund giving this year?

Support The Wharton Fund today to retain your membership in The Wharton Fund Loyalty Society. You can also commit to a monthly or annually recurring gift to secure your standing as a Loyalty Society member.

The Wharton Fund Loyalty Society Logo

Members of The Wharton Fund Loyalty Society are among the School’s most committed philanthropic champions who lead by example year after year.  They understand and acknowledge, through their philanthropy, the importance of unrestricted giving.  Collectively, the impact of their ongoing support of Wharton will reverberate for generations, ensuring the School remains a global thought-leader at the forefront of business education.

The stock ticker was the earliest means by which stockholders knew the value of their investments.  Because Wharton Fund Loyalty Society members are the most consistent investors in the Wharton School, this logo represents the School’s commitment to Society members and our promise to ensure that their investments yield priceless returns for years to come.

Frequently Asked Questions

How do I become a member?

Donors who designate gifts explicitly to The Wharton Fund for three consecutive fiscal years automatically become Loyalty Society members. The University’s fiscal year runs from July 1 – June 30. Donors always retain the right to be anonymous members; this does not affect their status in the Loyalty Society.

How are Wharton Fund Loyalty Society members recognized?

Wharton Fund Loyalty Society members receive recognition at University and School events and in publications such as Wharton’s annual Donor Honor Roll.  To view the School’s most recent Donor Honor Roll, click here.

Wharton Fund Loyalty Society members also enjoy benefits such as giveaways and early access to events and seminars as an added thank you for their unwavering commitment to the School.

What can I do if I miss a fiscal year?

Unfortunately, we do not have any means to make up for gaps in giving. If you feel we have made an error, please reach out to our team at whartonfund@wharton.upenn.edu or +1.215.898.7868.

What gifts are included in The Wharton Fund Loyalty Society?

While Wharton is grateful for all gifts to the School, only gifts specifically designated to The Wharton Fund make donors eligible for membership in The Wharton Fund Loyalty Society.

Is there a minimum gift amount to qualify?

No! We celebrate gifts of all sizes.

How can I contact The Wharton Fund team?

Contact The Wharton Fund at +1.215.898.7868 or whartonfund@wharton.upenn.edu.

Headshot of Audrey Yong, WG'21

“Thank you so much for your ongoing support that makes Wharton a stronger community.”

Audrey Yong, WG’21

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.