The Wharton Fund

FAQs

I am a UK taxpayer, do I have any tax advantages?

UK taxpayers are able to give to Wharton through the University of Pennsylvania (USA) Foundation Ltd., a registered charity in the UK.

Contact:
Eileen Flood, Administrator
University of Pennsylvania (USA Foundation) Ltd.
19 Norcott Road
London N16 7EJ
United Kingdom
Tel: 020.7502.2813
Fax: 020.7449.1355
eileen_flood@blueyonder.co.uk

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What is the difference between unrestricted and restricted giving?

An unrestricted gift is a donation of any size made without restrictions on its use, most often to an annual fund or a discretionary fund. A restricted gift, also known as a capital gift and usually of a significant size, is made for a specific purpose such as a building, an endowed faculty position or a scholarship, and cannot be reallocated for use elsewhere.

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Why is unrestricted giving important?

While capital gifts are important, unrestricted funds—that can be deployed when and where they are needed most—are vital. The Wharton Fund allows the administration to respond to immediate needs and opportunities that may arise and continually builds the School’s financial foundation. It provides the broadest possible base for alumni and friends of the School to participate in supporting Wharton. In addition, high levels of participation in unrestricted giving are a key indicator of the strength of an institution, and in order to maintain its position as a world leader in business education, Wharton must continue to increase both the number of donors and the number of dollars raised for unrestricted support.

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Have I benefited from The Wharton Fund?

Each Wharton alumnus/a has benefited from unrestricted giving to the Wharton School. The cost of a Wharton student’s education exceeds tuition. The difference between the cost of a Wharton education and tuition is made up in part by unrestricted giving. The generosity of alumni makes it possible for each successive generation of students to attend Wharton and to experience the level of educational excellence for which the School is known.

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How does my contribution to The Wharton Fund directly impact me?

A gift to The Wharton Fund benefits everyone in the Wharton community, including current students and alumni, by ensuring that the highest levels of academic excellence are maintained and preserving the unparalleled value of a Wharton degree. Your donation supports reunions and other alumni events around the world, alumni technology services such as WhartonConnect, resources such as Knowledge@Wharton and Wharton Magazine, and career services for alumni.

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Why did I receive a request for support from another University of Pennsylvania school or center as well as a request from The Wharton Fund?

Gifts to The Wharton Fund are directed to the Wharton School’s annual operating budget, which covers faculty salaries, academic research centers, undergraduate and graduate student financial aid, student programs and services, Wharton’s campus facilities, and more. If you hold multiple academic degrees or are affiliated with other schools or centers at the University, you may be directly solicited for their respective annual funds or other programs and initiatives. Each school and center funds its own operating budget.

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Does my gift to Wharton subsidize the University?

Your entire gift to The Wharton Fund will benefit Wharton directly. Wharton Fund dollars subsidize the current operating expenses of the School.

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