Jesuit High School of Portland

Giving Back a 'Top Priority' for Co-Ed Pioneer

Boli Family

Lisa Varela Boli '95 knows firsthand how impactful a Jesuit education can be. "As a former financial aid recipient, someone invested in me, and this investment has given me the opportunity to succeed in college and the world of business."

Lisa grew up in Beaverton and attended Valley Catholic for elementary and middle school. When Jesuit turned co-ed in the mid-'90s, Lisa was among the first pioneering classes of young women to join the school. She transferred to Jesuit as a junior following her two brothers, Oscar '91 and Troy '94.

"It was both exciting and challenging to be a member of one of the first co-ed classes," says Lisa. "I felt like a real trailblazer paving the way for future women to thrive at a school that had very recently been completely male."

Lisa credits her Jesuit education for her ability to "think outside the box" and with helping her to develop skills in leadership and commitment to serve others. She loved Jesuit's strong sense of community and devotion to Ignatian spirituality. Some of her greatest memories of her high school years stem back to her experiences with Jesuit's theater programs, where she worked with drama directors Jeff Hall and Elaine Kloser on productions like "Godspell" and "Little Shop of Horrors."

Soon after graduating from Santa Clara University with a degree in marketing, Lisa began to give back to her high school alma mater and she continues to do so on an annual basis. "I believe it is my responsibility to give back to the school which has given so much to me."

Lisa Varela Boli lives in Fremont, California, with her husband, Andrew, and three children. She works as an executive producer of films and commercials for Logitech, a computer accessories and software manufacturer.

If you, too, feel led to pay forward the Jesuit experience for future generations, you can do so with a gift in your estate plan. Contact Diane Salzman at 503-291-5497 or development@jesuitportland.org to get started.

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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