Sarto Legacy Society

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SARTOLEGACYSOCIETY

SaintPiusXSchoolservesGodincommunionwiththeRoman CatholicChurchbyfosteringmoral,social,andintellectualgrowth withinacollegepreparatorysettingtoteachyoungpeopletobeethical leadersinservicetoothers.

Vision Mission

BuildingonourtraditionofCatholicteachingandacademicexcellence, SaintPiusXSchoolisthebestschoolforfamiliesinNewMexico.

A Tradition of Excellence Since 1956

Foundedin1956inthebasementofSt.CharlesBorromeoelementaryschool,St.PiusXSchoolhasgrownintoone ofthetopacademicandvalues-driveninstitutionsinNewMexicoandtheSouthwest Nestledonascenic52-acre campuswithbreathtakingviewsoftheSandiaMountains,thecurrentSt PiusXSchoolcampuswasoncehometo theCollegeofSt.JosephontheRioGrandeandtheUniversityofAlbuquerque.

Adistinguishedinstitution,St.PiusXSchoolisrecognizedforitsacademicexcellence,athleticachievements,artistic creativity,andnurturingschoolenvironment.Nowservingstudentsingrades6–12,theschoolprovidesawellrounded,collegepreparatoryeducationtailoredtodiverselearningstyles AsaCatholicinstitution,St PiusX Schoolembracesaholisticapproachtoeducation,fosteringeachstudent’sintellectual,spiritual,andpersonal growthwhileviewingparentsasessentialpartnersinthisjourney.

Morethan80%ofSt.PiusXSchoolfacultyholdadvanceddegrees,offeringstudentsastrongfoundationinmath, science,English,worldlanguages,thearts,religion,andhistory.Studentsareeducatedincurrenttechnology, relevantknowledge,ethics,conceptsandissuestosucceedintherealworld Nearlyallgraduatespursuehigher education,attendingtopinstitutionsregionallyandnationwide

Beyondacademics,St.PiusXSchooloffersadynamicstudentexperiencewithmorethan25sportsteamsandover 30clubs,includingtheater,instrumentalandvocalmusic,modelUN,andacademicdecathlon.Communityservice, campusministry,andretreatsshapecompassionateleaders,withstudentsrequiredtocomplete20ormorehoursof serviceannuallytograduate Theseeffortsbringenergyandgoodwilltolocalcharitableorganizations

The Impact of St. Pius X

Rymer,a1964St.PiusXgraduate,earnedhercumlaudedegreefromtheUniversityofNewMexico, majoringinEnglishandPoliticalScience Withdecadesofexperienceinpolitics,publicrelations,and communityservice,shespent11yearsasExecutiveDirectorofTheArcofColorado,leading14chapters supportingindividualswithintellectualanddevelopmentaldisabilities.

SinceretiringtoNewMexicoin2017,shehasremainedactive,servingontheSt PiusXSchool,Inc Board ofTrustees,asPresidentofDisabilityRightsNM,andasadocentattheAlbuquerqueMuseum

Schubert,a1970St.PiusXgraduate,istheretiredAssociateGeneralCounselatBankofAmerica,San Francisco.HegraduatedcumlaudefromPrincetonUniversityin1974andearnedhislawdegreefromYale LawSchoolin1977.

Withover40yearsofexperienceincorporatefinance,heplayedakeyroleinTheSonomaLandTrust’s acquisitionofthe5,600-acreJennerHeadlandsproperty,preservingthissceniclandoverlookingthe RussianRiverandthePacificOceanforpublicuse

Many Ways to Make a Difference, Many Ways to Give

Cash

Givingcashisthesimplestwaytomakea differenceforSt.PiusXSchool.Formost donors,acashgiftistaxdeductible.

Stocks & Securities

Givingsecurities,includingstocksandbonds,is easyandeffective.Ifyouhaveheldappreciated securitiesformorethanayear,givingthemto St PiusXSchoolcanprovideataxdeduction andhelpavoidcapitalgainstaxes.

Real Estate & Land Trust

Agiftofrealestate,suchasyourhome,ranch, vacationproperty,commercialproperty,oreven vacantland,couldbeyourmostimpactful donation.Moreover,ifyourpropertyhas appreciated,givingittoSt.PiusXSchoolcan provideataxdeductionandhelpyouavoid capitalgainstax

Ifyounolongerneedyourlifeinsurancepolicy, youcanlistSt.PiusXSchoolasthebeneficiary.

Life Insurance Retirement Plans

GivingSt PiusXSchoolpartofyourretirementassets,such asyourIRA,401(k),403(b)orothertax-deferredplan,is asimplewaytomakeagiftandavoidtaxesorreduce yourtaxrate Thisisespeciallyrelevantforindividualsaged 70½orolderwhoarerequiredtotakeaRequiredMinimum Distribution(RMD)eachyear.Moreover,retirementplans passedtoyourchildrenandheirscarryatax-related burden.Ontheotherhand,namingtheSchoolasa retirementplanbeneficiaryavoidsincometaxes,andthe Schoolreceivesthefullvalueofyourretirementplangift.

Will & Estate Plans

YoucandesignateSt.PiusXSchoolasa beneficiaryinyourwill,livingtrust,orother estateplandocument.Inquireaboutsample language.

Business Interests & Closely Held Stock

Nothinghasgrowthpotentiallikeyourstakeina growingcompany.Therearekeytimesinthelifeofa businesswhenitmakessensetosetasidesomeofthe ownershipinterestforcharitablecontributions,suchas: Whenacompanyisbeingformed Beforeaninitialpublicoffering(IPO) Whenacompanyisbeingrecapitalized Beforethesale,merger,oracquisitionofacompany Beforeanownerorpartnerinacompanyretires

Bydonatingcloselyheldstockbeforetheseliquidity eventsoccur,youcanclaimanimmediatetaxdeduction forthefullmarketvaluewithouteverrecognizinga taxablegain.Youessentially"doubleup"onthetax benefits.

Charitable Gift Annuity (CGA)

Ifyouare55orolder,youcangivecashorappreciated securitiestotheSchool Withacharitablegiftannuity (CGA),youarepaidafixedamount(withratesbased onyourage)annuallyfortherestofyourlife.This paymentstreamprovidessecurityforyouandyour lovedones,andsomeofthisincomemaybetaxfree. Afteryourlifetime,theremainderintheannuity accountbenefitstheschool

Match Your Gifts to Your Goals

Charitable Remainder Trust

Acharitableremaindertrustallowsyoutotransfercash andappreciatedsecuritiesaswellaspropertytoSt.PiusX Schooloryourbank/trustcompany.Thedifferenceis thatinsteadofasimplecontract,yourassetfundsatrust, whichdirectsaspecificdistributiontoyouoryour family,withtheremainderbeingdistributedtothe school Thetrustwillprovideyouwithanupfront charitabletaxdeductionandprovideyouwithincome forlife(flexibleorfixedforlifeorforasettermofyears).

Charitable Lead Trust

Youcantransfercash,appreciatedsecurities,andor propertyintoaleadtrustthatmakesgiftstoSt.PiusX Schoolforanumberofyears Youwillreceivea charitablededuction,andyouoryourfamilyreceives theremainderofthetrustatataxsavings.

Westronglyencouragealldonorstoconsultwiththeirlegal,financial,ortaxadvisorswhenmakingdecisionsregardingtheir estateplans St PiusXSchooldoesnotprovidelegal,tax,orinvestmentadvice,andanyinformationprovidedbytheschool shouldnotbeconsideredassuch

Become a Sarto Legacy Member

PopePiusX,bornGiuseppeSarto,wasknownforhisdeephumility,pastoralheart,andunwavering commitmenttostrengtheningthefaithoftheChurch.Hisdedicationtoservice,education,andthespiritual formationofyouthembodiesthevaluesweupholdatSt.PiusXSchool.TheSartoLegacySocietyisnamedinhis honortorecognizeindividualswho,likePopePiusX,makealastingimpactthroughtheirfaithandgenerosity. ByincludingSt.PiusXSchoolintheirestateplans,membersoftheSartoLegacySocietyhelpensurethefuture ofCatholiceducationforgenerationstocome.

Thereisnominimumgiftrequirement membershipiscomplimentaryandlastsalifetime.Membersreceive aSartoLegacygiftandaninvitationtoanannualreception.

Becomingamemberissimple.JustletusknowthatSt.PiusXSchoolispartofyourestateplans.Youmay choosetodisclosetheamountorkeepitprivate,berecognizedduringyourlifetimeorremainanonymous,and specifyexactlyhowyouwouldlikeyourgifttobedirected ensuringyourwishesarecarriedoutjustasyou envision.

Sample Bequest Language

Unrestricted Bequest

“Igive,devise,andbequeathtoSt.PiusXSchool,Inc.,anonprofitorganizationlocatedat5301St.JosephsDr.NW, Albuquerque,NewMexico87120,thesumof$ __(or %ofmyestate,oradescriptionofthespecific asset),foritsgeneralpurposes.”

Restricted Bequest

“Igive,devise,andbequeathtoSt PiusXSchool,Inc,anonprofitorganizationlocatedat5301St JosephsDr NW, Albuquerque,NewMexico87120,thesumof$ __(or %ofmyestate,oradescriptionofthespecific asset),tobeusedforthefollowingpurpose:[e.g.,tuitionassistance,STREAMeducation,capitalimprovements, etc.].Ifatanytime,inthejudgmentoftheschool,itisimpossibleorimpracticabletocarryoutthedesignated purpose,theschoolshallusethebequestforapurposeasnearaspossibletotheoriginalintent.”

Residual Bequest

“Igivetherest,residue,andremainderofmyestatetoSt PiusXSchool,Inc,anonprofitorganizationlocated at5301St JosephsDr NW,Albuquerque,NewMexico87120,foritsgeneralpurposes”

St.PiusXSchool

5301St.JosephsDr.NW Albuquerque,NM87120

TaxIdentificationNumber:88-1027223

Formoreinformation,contact: AdvancementOffice (505)831-8423 advancement@spxabqorg

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