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					 SPONSORSHIP



    A Presentation for
Sisters of the Holy Family
      June 15, 2009




                             1
  PURPOSES OF THE SESSION



  To explore the concept of sponsorship
as SHF are currently exercising it and as it
      might be exercised in the future




                                       2
   Defining sponsorship
   Sketching a history of the concept of
    sponsorship
   Describing some structures of sponsorship
   Reflecting on the CSJ experience of moving to
    new models of sponsorship
   Identifying challenges
   Offering resources
   Answering your questions

                                            3
What do you want to know?




                            4
        The Spirit of Vatican II


   Be grounded in Gospel values
   Return to the spirit of the Founder
   Read the signs of the times




                                          5
     He went around all of Galilee,
     teaching in their synagogues,
proclaiming the Gospel of the kingdom,
 and curing every disease and illness
          among the people.
                            (Mt 4:23)

                                   6
     Jesus went up the mountain and
    summoned those whom he wanted
          and they came to him.
    He appointed twelve to be with him
 and to be sent out to proclaim the Gospel
and to have power to cast out demons.
                          (Mark 3:13-15)

                                      7
Go and do likewise.
            (Lk 10:37)




                         8
The Mission of the Sisters of St. Joseph
                 (1650)

The union of ourselves and all people
(and creation) with God and one
another in and through Christ Jesus
(C#11)
To bring about this unity, we search out
and undertake any spiritual and corporal
work of mercy that may be within the
power of the Congregation (C#13)

                                      9
   17th Century Social Analysis


Divide the city,
Identify the ills there,
Work with others to alleviate them.




                                      10
     Mother Bernard--1912

(She) brought to our California
foundation the Congregation’s heritage
of profound humility and cordial charity in
all relationships. To this heritage, she
contributed a pioneer spirit of bold faith,
foresight, and flexibility as gifts for our
mission. (C#10)

                                      11
Mission of Holy Family Sisters


     To seek out and advocate
      for the poor and needy,
         especially families,
      for the Kingdom of God



                                12
SHF Vision Statement—c 1990


As Gleaners, we stand at the edge of
society where Christ is encountered in
Word, Silence, and Action, where power
    of His Kingdom pushes out the
       boundaries of our world.



                                  13
                SHF Vision
We will be recognized by our simplicity of life and
  visible presence among the most abandoned.
     Our mission as Gleaners will be to serve
        segments of the population who are
 underserved by Church and social institutions.
 Our coming together as a community will be
    typical of the gathering of disciples around
  Jesus. Thus, we are open to the power of the
   Spirit which unifies and empowers us with a
                 passion for mission.

                                             14
              SHF Vision
The richness of our community life will be the
 result of our commitment to interact with one
   another and assume the responsibilities of
   active participation as we live our common
  faith and mission. This will be enhanced by
 our spirit of inclusiveness where individuals,
 drawn by the charism, freely choose levels of
      participation where they live out their
       commitment as vowed members or
                    Associates.


                                          15
               SHF Vision
Our position in the world as Gleaners calls our
 congregation and institutions to a larger social
 agenda. Toward that end we will network and
     collaborate with other congregations,
   institutions, and others for the purpose of
   solidarity with, as well as advocacy for the
 poor; impacting policy with Gospel values and
   promoting the values upon which we were
              originally established.


                                            16
         How I am using words


   Mission: why we exist
   Ministry: any spiritual and corporal work
    of mercy within the power of the
    Congregation
   Works



                                         17
 What do you mean

    when you use

the word Sponsorship?


                        18
         Dictionary Definitions
   Sponsor is one who presents a
    candidate for baptism or confirmation
    and undertakes responsibility for the
    person’s religious education or spiritual
    welfare
   One who assumes responsibility for
    another person or thing


                                          19
   Person or organization that pays for or
    plans and carries out a project

   Person or organization that pays cost of
    radio or TV program



                                         20
Sponsorship connected with
         Ministry


―projects, programs and institutions for
   which the Sisters…are corporately
               responsible‖
              ~ Concilia Moran, RSM




                                     21
     Support of, influence on, and
responsibility for a project, program or
  institution which furthers the goals
         of the sponsoring group




                                     22
Sponsoring group is publicly identified
with the project, program or institution
     and makes certain resources
          available to them.




                                     23
     Canonical Definition


   Relationship between religious
congregations, their ministries, and the
  Church. The sponsors hold these
 ministries in trust in the name of the
    Church for the good of society.



                                    24
Distinction between
 What the Congregation or Community is
  doing corporately
 Work of individual Sisters




                                   25
          “Sponsorship” arose
              in a context


   Fewer Sisters, fewer Sisters in
    historically all-Sister run ministries
   Increased complexity of the ministries
   Changes in legal/civil structures
   Sisters starting up new ministries


                                        26
   Catholic identity
   Relation to the Church
   Ministry / ministers
   Consistency of works with mission of the
    Congregation
   Preparation of Sisters and others
   Relationship of Congregation with ministry
   Planning for future of ministry

                                             27
Sponsorship for SHF


              What does
             SHF sponsor?

  How are your ministries structured to
    ensure the mission of the SHF?


                                     28
             Ministry History
   Congregational charism and mission
   Response to human needs
   Historical and ecclesial context
   Vision of an individual adopted by the
    whole
   Decisions of elected leaders
   Invitation, desire and / or approval of
    church leadership

                                          29
      Kate Grant—Time Periods
   Pre-1960s / pre-Vatican II
   Post Vatican II
       1960s
       1970s
       1980s
       1990s
   And beyond

                                 30
         Kate Grant--Elements


   Governance
   Management
   Sponsorship
   Organization or structural relationships




                                         31
Kate Grant--Waves of Evolution


   Family business
   Franchise
   Partnership
   Next generation




                           32
    Structures of Sponsorship


Support of, influence on, and responsibility
   for a project, program or institutions
      which furthers the goals of the
  sponsoring group; public identification;
           provision of resources



                                       33
       Under the Congregation’s
          Civil Corporation


   Education NETWORK
   CSD
   Bethany
   Ministry to eliminate trafficking




                                        34
       Separately Incorporated
   Sisters of St. Joseph Healthcare
    Foundation
   Taller San Jose
   St. Joseph Health System
   St. Joseph Health Ministry (sponsor of
    SJHS)



                                        35
      CSJ Education NETWORK
   Founded to continue commitment to
    education
   Celebrating 20th Anniversary
   Sister Director; religious and lay staff
   Advisory board
   Operating expenses paid by
    Congregation; small membership fee
   Evolution of services

                                           36
Center for Spiritual Development
   Year-round retreat and conference
    center
   Thirty years of service
   Sister Director; lay and religious staff
   Programs planned and presented by
    staff
   Budget from Congregation, fees,
    donations

                                           37
                  Bethany
   Over ten years in operation; located in
    Motherhouse
   Sister Director; religious and lay staff
   Advisory board–religious and lay
   24/7 program
   Budget from Congregation, fees, grants


                                        38
             General Council
   Receives a Quarterly Operational and
    Financial report
   Appoints a Council liaison for each of
    these ministries
   Meets with the Sister Director at least
    annually



                                         39
                Challenges
   How much direction can / does
    Congregational leadership give?
   How much development of ministry is
    based on vision of founding Sister and/
    or the Sister Director?
   What is the role of Congregational
    leadership in succession planning,
    strategic planning?

                                        40
   How does the Leadership and
    Congregation determine level of financial
    support?
   How is the program/Sister Directors
    evaluated?
   What ―power of placement‖ does
    Congregational Leadership have?


                                        41
             Taller San Jose


   Job Training Program for Youth 18-25,
    Santa Ana
   Ten years+ service
   Sister Director recently transitioned to
    Lay Director



                                         42
   Fiduciary Board of Trustees
   Decreasing subsidy from Congregation,
    relies on grants and donations
   Congregation has short list of reserved
    rights
   Council liaison



                                       43
         Sisters of St. Joseph
        Healthcare Foundation
   Established with funds from charitable
    contribution
   Almost 15 years
   Board of Trustees, staffed by Grants
    Manager
   California Dept. of Corporations
   Congregation has reserved rights
   Council liaison

                                        44
      St. Joseph Health System


   Established in 1982
   25+ years of service
   Lay CEO, lay and religious Trustees
   Hospitals, home health, physician
    foundations


                                          45
    St. Joseph Health System
Context
 Increasing complexity of healthcare

 Fewer Sisters, fewer Sisters in
  institutional ministries
 Beginning to share responsibility with
  laity



                                       46
    St. Joseph Health System
Established to
 Structure the Congregation’s influence
  on the ministry
 Intentionally and intensively share
  responsibility for healthcare ministry with
  lay colleagues / co-ministers



                                        47
           Corporate Member
    Reserved Rights / Responsibilities
   Anything related to the Mission, Vision and
    Values
   Selection, evaluation, termination of the
    System CEO
   Appointment of Sister Trustees to the System
    and local ministry boards
   Appointment of a majority of members to the
    System board–CSJs, other religious men and
    women
   Acquisition and alienation of property


                                            48
        Models of Sponsorship


   Single Sponsor—corporate members
   Co/multi-sponsor
   Foundation
   PJP




                                   49
         Public Juridic Person


   Public Juridic Personality
   Church structure – similar to corporation
    in civil law
   Authorized to act on behalf of the Church




                                        50
         Canon Law


         Authorizes PJPs–
dioceses, religious institutes and
              societies–
      to function / to minister
    in the name of the Church


                                     51
Canon Law recognizes
Ministry is
 Integral to institute’s nature

 Exercised by approval / mandate of
  Church
 Carried out in communion with the
  Church



                                       52
     Meaning of PJP Today

Structures that include lay and religious
               or laity alone
       as sponsors of ministries
    historically established, owned,
        or operated by religious



                                      53
This structure ―transfers‖ words from religious
institute to another ecclesial entity
 • Spiritual patrimony – charism, identity,
   purpose
 • Economic patrimony – works of the
   apostolate; support of members;
   administration by treasurers, superiors and
   councils


                                         54
            Transferring
       Governing Responsibility


   Sale
   Separate civil incorporation with
    reserved rights
   Transfer of canonical ownership through
    creation of a new PJP



                                       55
      St. Joseph Health Ministry
   Has its own canonical identity–Pontifical
   Is responsible for Catholic healthcare
    ministry
   Holds reserved rights previously held by
    General Council
   Makes annual report to Rome



                                         56
       Why Choose This Model?
   Sustains the ministry as Catholic and
    not-for-profit
   Provides for continuing role of Sisters of
    St. Joseph of Orange
   Enlarges the role of lay co-ministers
   Primarily affects governance, not local
    ministry operations

                                          57
                   Process
   2001 Chapter mandate
   12-month process of exploration and education
   Congregational affirmation
   Application to CICLSAL
   2006 Approval from Rome
   Formation/selection of members
   2008—Commissioning of members



                                            58
       WARNING



When you have seen one PJP,
  you have seen one PJP




                              59
             SJHS Structure
   Orange CSJs, other men / women
    religious, lay men and women
   Catholic
   Inaugural group–3 CSJs, 2 lay men
   3-year terms, renewable 2 times (9 years
    total)
   Participated in formation and
    discernment process

                                       60
      What This Means for SJHS


   SJHM is corporate member of SJHS

   SJHM exercises reserved rights
    previously held by CSJ elected
    leadership



                                       61
          CSJ Reserved Rights
            vis-à-vis SJHM
   Oversight of mission / vision / values of
    SJHM
   Appointment of members of SJHM
   Approval of SJHM Formation Program
   Approval of transactions related to
    disposition of stable patrimony
   Approval of merger or dissolution of
    SJHM

                                          62
           Functions of SJHM


   Ensure Catholic identity is fully
    integrated into the daily operations
   Managing Church assets
   Addressing all the ―big issues‖ from
    ecclesial and social context



                                           63
          Identified Obstacles

   Congregation and / or laity not letting go
   Transferring sponsorship too fast for
    congregation and / or laity
   Acceptance of new sponsors in key
    areas of influence



                                          64
      St. Joseph Health Ministry


   Is an organic development
   Is an expression of trust in lay leadership
   Is an opportunity for laity to lead Catholic
    ministries




                                           65
        Congregational Losses


   Aspects of self-identity
   Visibility and source of new members
   Power of placement for ministry
   Sources of financial support




                                       66
Can you identify other losses?




                                 67
         Congregational Gains
   Ministry of sponsorship
   Ministry of lay ministry formation
   New relationships within and beyond the
    Congregation
   New self-identity
   Freedom to explore new areas of
    ministry

                                       68
Can you identify other gains?




                                69
               Formation
   Boards
   Employees
   Senior Leaders
   Sponsors
   Donors




                           70
             Components
        of Formation Programs
   Adult learning, theological reflection
   History of Church, religious life, ministry
   Mission/legacy/spirituality of founding
    Congregation
   Introduction/fostering of spiritual
    practices
   Communication skills
   Community Building

                                           71
Types of Formation Programs

   One-day orientation
   SJHM Formation/Discernment
   Mission and Mentoring
   Center for Ministry Leadership
   Mentoring
   Retreats


                                     72
    Gerald Arbuckle, SM suggests


   It is a prophetic action to identify and
    bridge the gap between mission of Jesus
    and contemporary realities
   Primary task of Church governance is to
    maintain order and unity based on sound
    doctrine



                                       73
   Involves discernment of new pastoral
    initiatives
   To be ministry of the Church requires
    Church approval and accountability
   Never a ―neat‖ formula for relationships
    between hierarchical and prophetic



                                         74
   Everyone involved needs passionate
    commitment to mission of Jesus Christ,
    courage, patience, openness to workings
    of Holy Spirit
   Requires formation
           ~ Gerald A. Arbuckle, SM, Ph.D.


                                      75
I will pour out a portion of my spirit
              on all flesh.
   Your young men and women
           will see visions;
      your old men and women
         will dream dreams.
                       (Luke 2: 17-18)

                                     76
                   Sources
   Frank Morrisey, OMI
   Sharon Holland, IHM
   The Search for Identity: Canonical
    Sponsorship of Catholic Healthcare, CHA,
    1993
   After We’re Gone, Kate Grant, 1998
   Core Elements for Sponsorship: A Reflection
    Guide, CHA, 2006
   CSJ experience
   Other experience

                                            77
Session 2
Did you raise any questions during the

break or think of any comments you

would like to make?




                                         78
         INTERVIEWS—Step 1
   Each person is assigned one question
   Ask your question of one person, record
    answers on recording sheet
   Respond to your partner’s question
   You will change partners 2-3 times




                                       79
INTERVIEWS—Step 2
   Gather with those who asked the same
    question
   Select a reporter
   Share the findings from responses
   Identify 2-3 themes to share with large
    group



                                        80
INTERVIEWS—Step 3
   Share responses in the large group

   Submit written responses to facilitator




                                         81
      EVALUATION--PERSONAL
   How was I feeling as we began the day?
   How was I engaged during the day?
   How am I feeling as we end the day?
   What am I taking away from this
    session?




                                      82
         EVALUATION--GROUP
   One word or phrase that expresses how
    the day was for you

   One idea or question you are taking with
    you as you leave




                                        83
                THANK YOU
…in everything we commend ourselves
 as ministers of God,
 through much endurance,
 in afflictions, hardships, constraints,
 beatings, imprisonments, riots,
 labors, vigils, fasts;
 by purity, knowledge, patience, kindness,
 in the Holy Spirit, in unfeigned love, in truthful
 speech,
  the power of God…
 2 Cor 6: 4-6


                                               84

				
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