Jesuit High School of Portland

A Life Centered on Jesuit Values

Stewart Family

Former and future Crusaders Matt, Sara, Savanna, Carter and Colton Stewart

Going to Jesuit High School had always been a dream for Sara Wilkins Stewart '97.

She remembers her dad, Mike Wilkins '69, coming home from a meeting at Jesuit and announcing that the school would soon admit young women. After receiving news of her acceptance, Sara's dream became a reality.

Fast forward to September of 1993: Sara's freshman class at Jesuit made history as the first class admitted with the same number of young men and young women.

"It was a big story in Portland," says Sara. "There were TV cameras and reporters on campus our first day of school; we were surprised by all the publicity."

Sara played varsity soccer and participated in a variety of clubs during her freshman year at Jesuit. That spring she met junior baseball player Matt Stewart '95, and they began dating. Campus ministry, clubs, and service contributed to the cultivation of the compassionate, caring individuals Matt and Sara are today.

"Matt and I would have never met if it wasn't for Jesuit," says Sara with a smile.

Matt lived on the eastside of Portland. At that time only a few students came from across the river.

"We grew up together and our lifelong friends are from high school," says Sara. "We all have a close connection to one another and to Jesuit."

After high school, Matt attended Pepperdine University, and Sara, Loyola Marymount University. Despite the distance, the two stayed together. After college, Matt returned to Portland, sparking a successful career in sales while Sara pursued a career as an elementary educator in Los Angeles and later at St. Clare's School.

In 2002 the couple married and began a family. After taking time off to be with her children, Savanna, 13, Carter, 11, and Colton, 9, Sara found her true passion at De La Salle North Catholic High School as their Events and Corporate Outreach Manager.

"Advocating for others is who I am," says Sara.

Matt and Sara strongly believe faith-based education gives children a foundation that, although they might not realize until later in life, is instrumental in how they view the world.

"It is a challenge today to raise responsible children who have empathy and compassion for others," says Sara. "Jesuit instills this concept of social justice and service to others that we hope our children will experience firsthand as future Crusaders."

Savanna, Carter and Colton attend Cathedral School where Matt and Sara are active volunteers. The family finds joy in volunteering together and continuing the tradition of service at the annual JHS Alumni Food Drive.

"Sara and I try to live our lives as men and women for others and to teach the values that we learned at Jesuit to our three children," says Matt.

Several years ago the couple felt the responsibility as parents to have a plan in place for their children's future.

"During the process it was a natural and easy decision for us to include Jesuit in our estate plans," says Sara.

Matt emphasizes that it is not a requirement to be a particular age or have a certain amount of money in the bank to be a part of the Legacy Club: "It is about supporting the Jesuit mission and the students of today and tomorrow any way we can," says Matt. "Jesuit is a very special place to us; our education helped shape the foundation of our marriage and family."

We are grateful to Legacy Club members like Sara and Matt who are contributing to the future of Jesuit High School. If you would like to help create a legacy for Jesuit High School, please contact Diane Salzman at 503-291-5497 or development@jesuitportland.org.

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 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 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 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 where you agree to make a gift to Jesuit 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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