Jesuit High School of Portland

Why We Give

Fr. Hayes

Legacy Club Honors Founder Fr. William Hayes, S.J.
Fr. Hayes' vision to secure the school's stability continues as Jesuit High School celebrates 25 years of coeducation with an ambitious goal for 2019. Read More

Stewart Family

A Life Centered on Jesuit Values
One family is making sure to live their life for others and pass those values to their children. Read about Sara Wilkins Stewart '97 and Matt Stewart '95. Read More

David McBride

Sharing Jesuit Tradition Across Generations
David McBride, '76, wants to ensure future generations of Jesuit students enjoy the same traditions he and his family have loved so dearly. He and his family have graciously included Jesuit in their estate plan. Read More

Craig and June Cooley

Craig and June Cooley
Craig and June Cooley's story together began in 1970 in San Francisco, where they first met and began dating. June was from San Francisco and Craig's family laid down roots five generations ago in the Northwest's Willamette Valley. Read More

Fr. William Hayes

Fr. Hayes' Lasting Legacy
Fr. William Hayes, S. J. made a big impact at Jesuit. His vision for the future is still relevant today. Read about Fr. Hayes and how a gift to Jesuit can help extend his legacy. Read More

Steve Wasson

Grateful Parent Gives to Jesuit in Memory of His Son
Steve Wasson says Jesuit meant everything to his son, Sam, a 2006 graduate. After Sam passed away, Steve says he knew he wanted to give to Sam’s alma mater in his memory. Read More

Burke and Barbie Rice

A Family Decision
"Our reason for becoming Legacy Club members is to help ensure that Jesuit High School's history, tradition and values of excellence continue to serve tomorrow's generation of Jesuit families," Burke Rice says. Burke and his wife, Barbie, had three sons who attended Jesuit. The list does not stop there, however. Read More

Bob and Sharon Merz

Paying It Forward: Merzes Give Back
Strong believers of Catholic education, Bob and Sharon Merz give from the heart by being members of the Legacy Club at Jesuit High School. By giving back and paying it forward, the Merzes hope to continue the tradition of excellence for future students and keep Catholic education a prominent part of young people’s lives. Read More

Matthew and Tiffany Baker

Leaving a Legacy and Educating Young People to Make a Difference
Matthew and Tiffany Baker appreciate all that a Jesuit education has given their family. They truly feel that they are partners with the school and they value the way Jesuit approaches education on a student-by-student basis. They decided to support and celebrate this partnership with Jesuit through a lasting gift in their estate plans. Read More

Tangvald family

Sharing a Legacy
Will your children mind if you leave part of estate to charity? After three decades of outstanding education and development, learn why the Tangvald family understood their father's wishes and want to ensure their future support as well. Read More

Kristin Bryant

Estate Planning 101: Not Just for Our Parents
Jesuit High School was essential in shaping me into the person I am today. It helped form my values and worldview, provided opportunities for me to explore, challenged me to grow, encouraged me to learn, celebrated my successes, and surrounded me with community. Read More

Dr. Robert and Rebecca Kalez

How the Jesuit Tradition Has Shaped Our Family's Lives
Learn how Dr. Robert and Rebecca Kalez have helped ensure that their grandchildren's grandchildren will carry on what their family values most. Our family's roots with Jesuit education run deep. Within our immediate family we have already benefited from 69 years of learning in various Jesuit high schools, universities, graduate schools and medical and nursing institutions. Read More

The Nistlers with Tom Arndorfer

Stewardship in Action
More than 20 years ago, Colleen and I were introduced to Jesuit High School and Father Bill Hayes, S.J., by Evelyn and Bob Dieringer. Bob and Evelyn invited us to the school's annual auction. That auction led to many auctions and other Jesuit functions. Read More

Kurt Hutton

Where There's a Will, There's a Way
For four years Jesuit High School provided Kurt Hutton '63 with an education that helped shape his life. Read about his story and how he is giving back to the school through his will. I enrolled at Jesuit High School in September of 1959. My divorced mom had no money to pay the tuition for me and my brother, Van, to a school as expensive as Jesuit. But where there's a will... Read More

Several Donors Tell Their Stories of Giving
Three donors to Jesuit High School talk about why they made gifts to the school and joined the Legacy Club. Read More

A charitable bequest is one or two sentences in your will or living trust that leave to Jesuit High School Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Jesuit High School Foundation, a nonprofit corporation currently located at 9000 SW Beaverton Hillsdale Hwy, Portland, OR 97225, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Jesuit High School Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Jesuit High School Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Jesuit High School Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Jesuit High School Foundation where you agree to make a gift to Jesuit High School Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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