Ways 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

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.

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 initiate a transfer of stock to the University of Pennsylvania [transfer form]. If your hold the certificate, it is best if those certificates remain unendorsed and your 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. Your should consult their tax advisors about your specific situation.

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

The Wharton Fund
Suite 500
2929 Walnut Street
Philadelphia, PA 19104

Make checks payable to
“The Trustees of the University of Pennsylvania”

Make sure that all gifts are marked appropriately. Wharton’s Fiscal Year is July 1- June 30.

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

For more information about planned giving to support The Wharton Fund, please click on the button below.

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
  • Google
  • 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 the 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. site.

If you are a taxpayer in one of the following areas, please visit our country-specific giving pages before making your gift.

Campaign Progress

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