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SPONSORSHIP

A Presentation for Sisters of the Holy Family

June 15, 2009

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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

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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

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What do you want to know?

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The Spirit of Vatican II

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

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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)

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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)

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Go and do likewise.

(Lk 10:37)

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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)

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17th Century Social Analysis

Divide the city,

Identify the ills there,

Work with others to alleviate them.

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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)

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Mission of Holy Family Sisters

To seek out and advocate

for the poor and needy,

especially families,

for the Kingdom of God

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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.

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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.

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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.

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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.

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How I am using words

Mission: why we exist Ministry: any spiritual and corporal work

of mercy within the power of the Congregation

Works

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What do you mean

when you use

the word Sponsorship?

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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

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

Person or organization that pays cost of radio or TV program

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Sponsorship connected with Ministry

“projects, programs and institutions for which the Sisters…are corporately

responsible”

~ Concilia Moran, RSM

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Support of, influence on, and

responsibility for a project, program or

institution which furthers the goals

of the sponsoring group

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Sponsoring group is publicly identified

with the project, program or institution

and makes certain resources

available to them.

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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.

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Distinction between What the Congregation or Community is

doing corporately Work of individual Sisters

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“Sponsorship” arosein 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

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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

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Sponsorship for SHF

What does

SHF sponsor?

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

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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

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Kate Grant—Time Periods

Pre-1960s / pre-Vatican II Post Vatican II

1960s

1970s

1980s

1990s And beyond

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Kate Grant--Elements

Governance Management Sponsorship Organization or structural relationships

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Kate Grant--Waves of Evolution

Family business Franchise Partnership Next generation

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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

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Under the Congregation’s Civil Corporation

Education NETWORK CSD Bethany Ministry to eliminate trafficking

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Separately Incorporated

Sisters of St. Joseph Healthcare Foundation

Taller San Jose St. Joseph Health System St. Joseph Health Ministry (sponsor of

SJHS)

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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

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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

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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

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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

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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?

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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?

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Taller San Jose

Job Training Program for Youth 18-25, Santa Ana

Ten years+ service Sister Director recently transitioned to

Lay Director

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Fiduciary Board of Trustees Decreasing subsidy from Congregation,

relies on grants and donations Congregation has short list of reserved

rights Council liaison

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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

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St. Joseph Health System

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

foundations

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St. Joseph Health System

Context Increasing complexity of healthcare Fewer Sisters, fewer Sisters in

institutional ministries Beginning to share responsibility with

laity

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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

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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

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Models of Sponsorship

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

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Public Juridic Person

Public Juridic Personality Church structure – similar to corporation

in civil law Authorized to act on behalf of the Church

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Canon Law

Authorizes PJPs–

dioceses, religious institutes and societies–

to function / to minister

in the name of the Church

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Canon Law recognizes

Ministry is Integral to institute’s nature Exercised by approval / mandate of

Church Carried out in communion with the

Church

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Meaning of PJP Today

Structures that include lay and religious

or laity alone

as sponsors of ministries

historically established, owned,

or operated by religious

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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

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Transferring Governing Responsibility

Sale Separate civil incorporation with

reserved rights Transfer of canonical ownership through

creation of a new PJP

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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

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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

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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

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WARNING

When you have seen one PJP,

you have seen one PJP

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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

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What This Means for SJHS

SJHM is corporate member of SJHS

SJHM exercises reserved rights previously held by CSJ elected leadership

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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

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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

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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

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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

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Congregational Losses

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

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Can you identify other losses?

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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

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Can you identify other gains?

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Formation

Boards Employees Senior Leaders Sponsors Donors

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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

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Types of Formation Programs

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

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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

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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

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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.

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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)

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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

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Session 2

Did you raise any questions during the

break or think of any comments you

would like to make?

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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

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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

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INTERVIEWS—Step 3

Share responses in the large group

Submit written responses to facilitator

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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?

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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

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THANK YOU

…in everything we commend ourselvesas 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