Leadership Roundtable 2021 Impact Report by LeadershipRoundtable

Answering the Call: Stewardship and Synodality 2021 Impact Report

Dear Friend, At the end of the Pio-Clementine Museum in Vatican City is the modern Bramante Staircase — a double helix of two spiraling staircases that work in overlapping harmony to allow visitors to move deeper or higher within the museum, uninterrupted in each direction. The Bramante Staircase, pictured on the front of this report, represents unity, collaboration, probing deeper, co-responsibility, and the results when we listen to one another and approach challenges from a new perspective. In her presentation during the 2021 Catholic Partnership Summit, Sr. Nathalie Becquart, XMCJ, Under-Secretary to the General Secretariat of the Synod of Bishops noted that “there are two ways to make decisions: you can decide alone...or you can listen to the other, discern with them.” At Leadership Roundtable, our mission is co-responsibility, our method

In his 2015 address at the ceremony commemorating the 50th anniversary of the institution of the Synod of Bishops, Pope Francis said that “The world in which we live, and which we are called to love and serve, even with its contradictions, demands that the Church strengthen cooperation in all areas of [its] mission. It is precisely this path of synodality which God expects of the Church of the third millennium.” Pope Francis has called upon our global Church to embark on a journey together of synodality. He asks all Catholics to come to the table to listen and discern with one another, and collectively forge a path forward as a Church. Leadership Roundtable has been determined in its structures and activities to bear witness to the Synodal Church Pope Francis describes. To that end, this year we looked deeply at the incredible resources and potential of the Church, and how those can be stewarded to heal, strengthen, rebuild trust, and move forward together, co-responsibly, in a spirit of synodality as a Church. With your support, we hosted the 2021 Catholic Partnership Summit both virtually and, for the first time ever, with an in-person gathering in Rome. This report shares the high-level themes that emerged from that gathering where leaders from across the globe gathered to discuss how we build unity and strengthen the Church through the stewardship of people, finances, and potential. In this report, you also will read of how Leadership Roundtable is supporting the global synodal process in collaboration with the Vatican and the United States Conference of Catholic Bishops; how we convened and are supporting Catholic organizations across the United States in addressing the financial crisis facing the Church; and how we are helping steward the potential of young adult Catholic leaders and Hispanic/Latino leaders through our services and programs. Collectively, these stories tell of the impact Leadership Roundtable has had this past year on the mission of the Church and the people whom it serves. We are at a unique moment in the life of the Church in the United States and Leadership Roundtable is committed to remaining a professional, steadfast partner, bringing the best we have to the Church we love. But we can only do this with your help.

work together to move visitors between floors, we believe that so too can

We are truly grateful for each of you who partner in, invest in, and believe in our mission of hope to the Church. It is because of you that the Catholic Church continues to share the hope and joy of Jesus Christ to the world in these challenging times.

individuals in the Catholic Church work co-responsibly with one another —

With sincere gratitude,

is collaboration. Much as the individual parts of the Bramante Staircase

lay, religious, and ordained; men, women, young adults, and people of color — to make the decisions that build a healthy, thriving Church. Geno Fernandez Co-chair of the Board

Elizabeth McCaul Co-chair of the Board

GROWING IN OUR MISSION: HOSTED

270

HOSTED

ROME

INVOLVED

leaders from the U.S., Rome, Kenya, Canada, Colombia, the Bahamas, Guam, and Australia in the 2021 Catholic Partnership Summit

for the 2021 Catholic Partnership Summit featuring Sr. Nathalie Becquart, XMCJ, UnderSecretary to the General Secretariat of the Vatican Synod of Bishops

GROWING IN OUR PARTNERSHIP: ENGAGED

All 6

organizations

in the Coalition for Ethical

Financial Management in the Church

U.S.-based Cardinals as

co-hosts of the

ADDED

8 NEW

2021 Catholic Partnership Summit

ESTEEM sites

engagements with dioceses, parishes and Catholic organizations.

of Institutional Advancement

EXPANDED the Latino Pastoral Leaders

Initiative with an additional 2 cohorts

BECAUSE OF YOUR SUPPORT: Leadership Roundtable was featured in

50,000+ people attended more than 48 presentations by Leadership Roundtable

media articles, podcasts, radio programs, television spots

for a total presence at more

COLLABORATED

Synod process

Executive Partner in charge

DELIVERED

Catholic leaders in more than

universities in the U.S.

the Vatican in the

staff positions, including a

new Managing Partner and

than 20 colleges and

with the USCCB and

6 NEW

to the Board of Directors

INVOLVED

Catholic leaders from

ADDED

1 new member

40 Catholic leaders in

Catholic leaders from

the virtual 2021 Catholic Partnership Summit

ADDED

a special gathering of

74 dioceses at

GROWING IN OUR SERVICE:

MET WITH

100

Catholic leaders during trips to Rome

735

pastoral leaders participated in our services and programs

75%

of dioceses in the U.S. have been equipped with best practices for leadership, transparency, accountability, and co-responsibility. 3

“In the one People of God, therefore, let us journey together, in order to experience a Church that receives and lives this gift of unity, and is open to the voice of the Spirit. The Synod has three key words: communion, participation and mission.” – POPE FRANCIS, ADDRESS FOR THE OPENING OF THE SYNOD, OCT. 9, 2021

SYNODALITY: THE PATH FORWARD

“

Celebrating a Synod means walking on the same road, walking together.” — POPE FRANCIS. OCTOBER 2021.

4 Pope Francis walks with young adults on World Youth Day 2016. Credit: Marcin Kądziołka

n October, the Catholic Church embarked on a global synodal journey, a two-year process of listening and discernment at all levels of the Church that aims to help transform the Church into a synodal body. In keeping with our mission to elevate and implement best leadership practices within the Church, Leadership Roundtable has stepped forward as a partner to the Church on this journey, offering our expertise and resources to ensure the success of the process. “It is precisely this path of synodality which God expects of the Church of the third millennium,” said Pope Francis.1

A journey together According to the Vatican, the synodal journey is “both a gift and a task: by journeying together and reflecting together on the journey that has been made, the Church will be able to learn through [its] experience which processes can help [it] to live communion, to achieve participation, to open [itself] to mission. Our ‘journeying together’ is, in fact, what most effectively enacts and manifests the nature of the Church as the pilgrim and missionary People of God.”2

1 Francis, Ceremony Commemorating the 50th Anniversary of the Institution of the Synod of Bishops, 17 October 2015. https://www.vatican.va/roman_curia/congregations/cfaith/cti_documents/rc_cti_20180302_sinodalita_en.html

Synod of Bishops, Preparatory Document, 7 September 2021. https://www.synod.va/content/dam/synod/document/ common/preparatory-document/pdf-21x21/Documento-Preparatorio-EN-21.pdf 2

The word “synod” comes from the Greek “sunodos” meaning “a meeting; a common way.”3 For the Church, this Synodal journey is a common way taken together by all Catholics, a path to becoming a truly listening, co-responsible Church.

A New Culture During the 2021 Catholic Partnership Summit, leaders discussed the future of the Church — the healing, strengthening, stewardship, and trust required to move forward from the crises of abuse, leadership failures, and financial mismanagement. Leaders made clear during the 2020 Catholic Partnership Summit that a new culture was needed for the Church to thrive. In 2021, they defined it: synodality. Synodality is at its core the opposite of clericalism. The former: a collaborative approach to decisionmaking that embraces listening and discernment co-responsibly between lay, religious, and ordained; the latter: a belief that the ordained are superior — set above and apart — among the people of God. As Fr. Peter Daly wrote in the National Catholic Reporter in 2019: “In other words: clerics (bishops and priests) are often trained to think they are set apart from and set above everyone else in the church. Their word is not to be questioned. Their behavior is not to be questioned. Their lifestyle is not to be questioned.

They rule over the church as if they were feudal lords in a feudal society.”4 In the prepartory document for the Synod, the Vatican details that the whole Church is being called to deal with the weight of a culture imbued with clericalism, and with “those forms of exercising authority on which the different types of abuse (power, economic, conscience, sexual) are grafted.”5 To change the Church’s culture, synodality requires humility and courage. Catholic leaders have begun to acknowledge that to truly listen to one another, the Church must not just embrace but must enact a culture of co-responsibility and collaboration.

A Listening Church “It is impossible to think of a conversion of our activity as a Church that does not include the active participation of all the members of God’s People,” Pope Francis wrote in a Letter of His Holiness Pope Francis to the People of God in 2018. “Indeed, whenever we have tried to replace, or silence, or ignore, or reduce the People of God to small elites, we end up creating communities, projects, theological approaches, spiritualities and structures without roots, without memory, without faces, without bodies and ultimately, without lives.”6

It is impossible to think of a conversion of our activity as a Church that does not include the active participation of all the members of God’s People. – P OP E F R A NC I S

Synodality breaks down barriers to encounter and dialogue, to co-responsibility and collaboration, that prevent the Church from hearing diverse voices. Those on the periphery can only be brought into our conversations if we create convening spaces where honest and often challenging dialogue can take place. There is a particular need to include the voices of women, people of color, LGBTQ Catholics, young adults, people with disabilities, and others who have been historically absent from leadership and decisionmaking. Inviting those who are not in the Church, as well as those who have remained and who have not given up, to share their stories and perspectives will be vital to the success of the synodal process.

The practices we outline in this resource help ensure the synodal process is easily executed by small and large dioceses and is easily replicable. Additionally, this resource provides the framework for the Church to find and train facilitators to effectively guide the process. We have also created a companion document with suggestions on how to report Synod consultations. This document can also be found on our website to be used as needed.”8

An Invitation for Feedback

But as we listen and discern — especially to those often excluded from the conversation — the Church must be open to modifying those practices as the synodal process progresses, as needed. The ultimate goal of this synodal process is to learn and adapt as a Church, including for the process itself.

The Church’s flourishing is a task for all of us journeying together as the people of God.

A Path Forward

Synodality opens the door for “feedback loops” in parishes and dioceses and for creating processes of accountability that hold everyone accountable to one another. People have an authentic desire to be heard, for tools to evaluate ministries and leaders, and for a reliable framework for consistent dialogue. As the Church embarks on its synodal journey, there is a strong desire among Catholic leaders to obtain the resources necessary to ensure listening sessions and feedback take place at every level of the Church and include diverse voices. In response to the momentum created by the 2021 Catholic Partnership Summit and the launch of the Synod, Leadership Roundtable created a document of best practices for facilitating synodal consultations drawn from our more than 16 years of leadership development and convening expertise.7 This document has been provided in English to dioceses across the world and is currently also available in Spanish.

Pope Francis reminds us that synodality should not be an abstraction, but that Church leaders should seek creative, inspiring ways to make the themes of co-responsibility and synodality more tangible so they come alive in the hearts of Catholics and in our institutions. Training individuals at the parish and diocesan level is essential to ensure leaders have the changemanagement skills necessary to implement the findings of the synod. The Synod is often referred to as a “synod on synodality” — a moniker that reflects the importance of the process being undertaken now to shape the future of the Church. Leadership Roundtable is proud to be collaborating with the United States Conference of Catholic Bishops (USCCB) and the Vatican on this synodal journey, offering our expertise and resources to ensure the success of the journey to which we have all been called.

“synodal.” American Heritage® Dictionary of the English Language, Fifth Edition. 2011. Houghton Mifflin Harcourt Publishing Company 15 Dec. 2021 https://www.thefreedictionary.com/synodal

Francis, Letter of his Holiness Pope Francis to the People of God, 20 August 2018. https://www.vatican.va/content/francesco/en/ letters/2018/documents/papa-francesco_20180820_lettera-popolo-didio.html#_ftn2

Daly, Peter. Tackle clericalism first when attempting priesthood reform. 13 August 2019. https://www.ncronline.org/news/opinion/priestly-diary/ tackle-clericalism-first-when-attempting-priesthood-reform

Leadership Roundtable, For a Synodal Church: Communion Participation and Mission. Process for Facilitating Synodal Consultations, 22 October 2021. https://leadershiproundtable.org/wp-content/uploads/2016/05/Process-for-Facilitating-Synodal-Consultations_Oct-2021_FINAL.pdf

Synod of Bishops, Preparatory Document, 2.

Leadership Roundtable, For a Synodal Church: Communion, Participation, and Mission. Process for Reporting Synodal Consultations, 19 January 2022. https://leadershiproundtable.org/wp-content/uploads/2016/05/Reporting-Synodal-Consultations_Jan-2022-FINAL.pdf”

THE TIME

IS NOW

Latino Pastoral Leaders Initiative addresses growing need for pastoral formation of Hispanic/Latino Catholics

Inaugural Latino Pastoral Leaders Initiative Cohort, Diocese of Joliet in Illinois 8

Before Yazmín Saldívar-Pérez joined the Latino Pastoral Leaders Initiative, she had never taken part in a program specifically designed to form leaders like her — a Latina. As project coordinator for the offices of Hispanic and Ethnic Ministry and Young Adult and Campus Ministry in the Diocese of Joliet in Illinois, Saldívar-Pérez was one of about 20 Hispanic/Latino leaders in the Diocese of Joliet who took part in the inaugural cohort of the Latino Pastoral Leaders Initiative. “This [Initiative] is an amazing opportunity to develop professionally and personally and to use these strengths and gifts as an offering to the Church,” Saldívar-Pérez said. Leadership Roundtable created the Latino Pastoral Leaders Initiative in response to the growing and unique needs of Hispanic/Latino pastoral leaders witnessed through our work with dioceses across the United States and the National V Encuentro process. It was developed thanks to generous seed funding from Lilly Endowment Inc.’s Thriving in Ministry Initiative and other donors. The news of the Thriving in Ministry grant gave hope to Catholic Hispanic/Latino clergy and lay leaders that recognized the Latino Pastoral Leaders Initiative as a promising opportunity that will have a lasting effect on the development of Hispanic/Latino ministry leadership in the United States.

The major issues facing pastoral leaders are often more pronounced for Hispanic/Latino leaders — from managing Church finances, operations, and human resources, to serving community needs — due in part to a lack of resources and cultural barriers. Despite the broad lack of investment in Hispanic/Latino leadership to date, about 36% of U.S. Catholics identify as Latino. Yet only around 3% of pastors and one in 10 lay leaders are Hispanic/Latino. Leadership Roundtable recognized the many gifts and talents that Hispanics/Latinos bring to the Catholic Church in the United States and believed it was critical for Catholic institutions to assist Hispanic/Latino pastoral leaders to thrive in their vocations and, thus, support the well-being of the congregations in which they minister. Fr. Allan Figueroa Deck, SJ, who serves as a member of the National Advisory Committee for the Latino Pastoral Leaders Initiative and as Distinguished Scholar of Pastoral Theology and Latino Studies at Loyola Marymount University, said the vibrant, committed Hispanic/Latino community within the Catholic Church in the United States is being called to lead in carrying out the Church’s mission. “The Latino Pastoral Leaders Initiative gives participants the tools to serve in many leadership capacities, including as pastors, parish staff, and lay ministers,” he said. In January 2021, Leadership Roundtable officially began working with Hispanic/Latino leaders in the Diocese of Joliet. In June, the Initiative expanded with a second cohort in the Diocese of St. Augustine in Florida, and grew again in November with a third cohort in the Diocese of Austin, Texas.

Yazmín Saldívar-Pérez

“For too long, we as a Church have underinvested in Latino leadership,” said Michael Brough, executive partner who oversees the Initiative and also works directly with participants in their leadership formation.

The Initiative supports Hispanic/Latino leaders to build a foundation of best practices to nurture a vocational identity and praxis as pastoral leaders. The Initiative inspires Hispanic/Latino leaders to see themselves as “co-participants in a community of practice,” creating opportunities for peer-to-peer engagement. The Initiative provides Hispanic/Latino leaders not only access to critical capacity-building skills but ensures that those skills are both culturally appropriate and address the often complex pastoral environments of these leaders. For those who work for the Church, the Latino Pastoral Leaders Initiative has been transformative, helping them become stronger in their ministry.

“It made me a better leader,” said Manuela Botello, a leader who took part in the Joliet cohort. When the participants in the inaugural cohort in the Diocese of Joliet were asked whether the Latino Pastoral Leaders Initiative equipped them with the tools and skills to work more effectively in their current ministry, 94% responded “absolutely” or “very much so.” And when asked if the Initiative increased their confidence to negotiate challenges in their ministry, 100% responded “absolutely” or “very much so.”

It made me a better leader. –M A N UEL A BOTEL LO

Few other avenues exist for lay leaders and clergy to collectively build the relationships and culture that allow for open dialogue, honest encounter, and listening — especially for those who are Hispanic/Latino. As a lay leader, Saldívar-Pérez said she valued how the Initiative provided participants the ability to learn in small groups with clergy and one another as peers.

in a respectful, structured way that has been shown to contribute to the success of Catholic pastoral leaders — as well as Peer Group Coaching. The program also included a comprehensive introduction to the Toolbox for Pastoral Management in a workshop-style series of presentations that provided practical, ready-to-use tools, and training for participants in the Catholic Standards for Excellence. To identify the cohorts for the Initiative, Leadership Roundtable issued a Request for Proposal (RFP) to all dioceses in the United States and to leaders of Hispanic/ Latino ministries in 2020. Dioceses across the United States responded with interest with 14 submitting completed applications to become a cohort. Since launching, the Initiative has garnered media attention, with outlets like National Catholic Reporter featuring both the inaugural cohort in Joliet and the expansion to St. Augustine. It has also caught the attention of more and more Church leaders. As the Initiative has grown and awareness of it has spread, additional interested dioceses have contacted Leadership Roundtable about participating.

“It was encouraging to know that we all have strengths and weaknesses, regardless of our titles, degrees, or positions,” she said. In the Diocese of Joliet, Hispanic/Latino leaders have already begun to implement their newly acquired skills by helping to facilitate the work of parishes in the global Synod process. Joliet’s current Bishop Ronald A. Hicks told the participants during the closing Mass of the program that “Your participation in this course is important for the life of the Church, and for yourselves, because growing in wisdom and learning about yourself and leadership is something that you can not only use in the life of the Church but also in life in general.” Leadership Roundtable incorporated into the Latino Pastoral Leaders Initiative elements of our Catholic Leadership 360 program — which offers leaders access to feedback from those who work closely with them

Manuela Botello

Leadership Roundtable plans to continue to grow the Initiative in the years ahead. Lilly Endowment and other donors continue to invest in the Initiative, which is on track to further expand in 2022 with additional cohorts.

CORE ELEMENTS

OF THE LATINO PASTORAL LEADERS INITIATIVE

Peer Group Coaching

TODAY’S LEADERS: Catholic Leadership 360 is a leadership development program that offers clergy and lay leaders fresh insight into their effectiveness as a leader in the Church. It provides a unique opportunity for growth in leadership using respectful and structured feedback from those with whom participants regularly interact. There are two 360-degree assessment tools: one for clergy and one for lay leaders. The assessments provide feedback on leadership competencies and behaviors that have been shown to contribute to the success of Catholic pastoral leaders. The feedback is seen only by the participant and their feedback facilitator, who helps to process the data with the objective of identifying 1-3 goals for leadership growth and development. Participants receive increased self-awareness of their leadership competencies, a deeper understanding of personal strengths and areas of growth, and a method for tracking personal development as a ministerial leader.

The Toolbox for Pastoral Management is a comprehensive introduction to the key elements of pastoral management for pastoral leaders. The Toolbox for Pastoral Management curriculum is based on research into pastoral competencies that have been shown to be vital for the success of pastoral leaders. Participants engage in a workshop-style series of presentations that provide practical, ready-to-use tools for the busy pastoral leader. Clergy and lay leaders who strengthen their managerial skills, as well as learn how to access the skills of those around them, have more energy to devote to ministering to those they serve. 12

Peer Group Coaching sessions provide a unique opportunity to tap into the wisdom of colleagues, guided and facilitated by an experienced leader. During peer group coaching, the group has the opportunity to bring their questions, listen, explore and offer alternatives to a broad spectrum of issues that are generated from the group itself. Participation requires an openness to give and receive feedback and demonstrate respect of all of the participants in the group. Peer Group Coaching also serves as a forum to further explore and synthesize pastoral skills and leadership concepts learned in the other program elements.

The Catholic Standards for Excellence is a comprehensive set of managerial best practices that help leaders advance the Catholic Church’s mission through the prudent and just stewardship of its resources. The guiding principles include detailed performance benchmarks designed to assist Catholic parishes in their operations. This training provides participants and their parish with strategies, resources, and templates to introduce and implement the best practices found in the Catholic Standards for Excellence codebook. Clergy and lay leaders who have embraced and implemented these standards report less stress, greater clarity of roles and responsibilities, and increased donations as a result of demonstrated mission focus and transparency.

ENGAGING STUDENTS TO ENLIVEN THE ECCLESIAL MISSION

hat began in the Spring of 2008 as a series of conversations about the future of the Church is now the primary leadership formation program for young-adult Catholics at more than 20 college and university campuses across the United States. Known as ESTEEM (Engaging Students to Enliven the Ecclesial Mission), the program provides a “crash course” for young adults on college campuses in topics such as ecclesiology, liturgy, and more, while pairing students with mentors to develop their leadership within the parish community. And in the past year, ESTEEM has more than doubled the number of campus sites in the program.

Planting the Seed The idea of ESTEEM began in 2008 with a deep concern about the future of the Catholic Church following the exodus of so many young adult Catholics. Listening to college graduates as they shared anecdotes about the challenges they faced moving from leadership roles in vibrant campus ministries to the complicated terrain of parish life was revealing. Out of these conversations came ESTEEM — a partnership between Leadership Roundtable and Saint Thomas More Catholic Chapel and Center at Yale University that supports, encourages, and affirms the leadership of young adults in the Catholic Church and assists in their

transition into parish life through education, community,

to bear fruit.’ ESTEEM honors its sacred obligation to

faith formation, and mentorship.

form young adults to answer that call,” she said.

ESTEEM is not intended to serve as religious education or catechesis, nor is it intended to offer training in youth or young adult ministry. Rather, it is aimed at developing Church leaders who are young-adult Catholics already knowledgeable and committed to the Church, who

Nurturing Growth In the past year, the number of ESTEEM sites has more than doubled, including an expansion beyond the boundaries of the United States to welcome the first international site in the Bahamas.

command notice for their intellectual acumen, their

Today, ESTEEM’s partnerships include Catholic and non-

innate leadership qualities, their passion for excellence

Catholic universities as well as diocesan campus ministries

and desire for an adult life of faith. ESTEEM aims to

at more than 20 college and university campuses with

identify those young adults while in college, cultivate their

more scheduled to come on board in 2022.

desire for service to the Church, provide a curriculum that encourages their leadership — especially in the temporal affairs of the Church — and offer opportunities for such service, thus developing a network of talented, actively engaged young adult leaders serving the Church. Today, ESTEEM’s focus is two-tier: first, it prepares young adults for the transition from college campus ministries to post-graduate faith communities; second, it holds up a vision of faithful, ecclesially engaged

Leading in the Church

and finance councils and boards of trustees of Catholic

ESTEEM alumni are not only blessed with secular skills

organizations across the country.

developed through their education, but are actively giving

In a recent survey of ESTEEM alumni, 85% of

do not need to wait for a future date to be leaders in the

ESTEEM alumni worship at a parish regularly, and 57%

Church and their local faith communities, but should be

of ESTEEM alumni are involved in parish life beyond

so engaged now.

Mass attendance (such as serving on a parish council or

the Church has to offer the world: Cohorts of well-

finance council, volunteering as a catechist, serving in liturgical ministries, etc.).

formed, brilliant, thoughtful, young adults prepared to

“The impact that ESTEEM is having is extraordinarily

manifest their vocations well, and engage their secular

heartening in a time when the realities of disaffiliation,

skills in service to the Church they love,” said Nicole

disconnection, and limited engagement with the Church

Perone, National Coordinator for ESTEEM.

are more commonly identified,” said Kerry Robinson,

“We are inspired by Pope Francis’ encouragement in his apostolic exhortation ‘Christus Vivit’ that young people ‘do not wait until tomorrow to contribute [their] energy, [their] audacity and [their] creativity to changing our world … [They] are the now of God, and he wants [them]

ESTEEM SITES

of those gifts in service to their faith communities.

young people, by virtue of their baptism and vocations,

“To me, ESTEEM has long been a hallmark of the best

ESTEEM participants take part in the annual Capstone Conference.

– N IC OL E P E RON E , N AT ION A L C O OR DI N AT OR OF E ST E E M

young adults serving on parish and diocesan pastoral

ESTEEM holds one particular truth as sacred: That

To me, ESTEEM has long been a hallmark of the best the Church has to offer the world.

who oversees the program through her role as Executive Partner at Leadership Roundtable. “ESTEEM cultivates

University of the Bahamas

Ohio State University

Diocese of San Angelo: Campus Ministries of Abilene, Midland, and Odessa

University of Pennsylvania/ Drexel University

California University of Pennsylvania/ Washington and Jefferson College/ Waynesburg University

Purdue University Saint Thomas University

Niagara University

Yale University

University of Northern Colorado

in young adults a spirit of connection to the life of the Church and provides a practical foundation for how to do so in an authentic, accessible way. It gives me and so many hope for the future of our Church.”

For more information on ESTEEM visit esteemlead.org 15

Building Ethical Financial Management in the Church

uring the 2020 Catholic Partnership Summit, Catholic leaders gave voice to a crisis facing the Church that had not yet reached the daily headlines: a financial crisis. As Chris Lowney, vice chair of CommonSpirit Health advised leaders during the 2020 Summit, the Church needs to arrive at “a culture where people’s first instinct when something goes wrong is not to cover it up, not to ignore it, not to deny it…[but to] love the institution enough to sit down and tackle the problem.” Little did anyone gathered in February 2020 know that during the next few weeks, communities across the U.S. would impose shutdowns in an effort to control a global pandemic, and that the crisis they detailed was about to get even worse.

A deepening crisis In a study conducted by Villanova’s Center for Church Management, parishes lost 7% of collections during the first 15 weeks of the pandemic shutdown, and those losses were indiscriminate, affecting parishes of all sizes in rural, suburban, and urban communities across the U.S., even those with a school. The study found that if the pandemic continued to have such an impact and parishes and dioceses did not act to make changes, the U.S. Church risked losing as much as 24% of collections by the end of fiscal year 2021 — as much as $1.6 billion. It was clear that the Church could not wait to address its financial crisis — leaders had to love their Church enough to sit down and tackle the problem.

Answering the call to action In early 2021, Leadership Roundtable leveraged our relationships across the U.S. to gather together in a virtual convening more than 20 Catholic financial leaders to address the crisis head-on. We asked leaders what needed to be done to establish a system of ethical financial stewardship, what resources were needed to manage Church finances effectively with transparency and accountability, and what opportunities they saw to establish a strong financial foundation moving forward. The convening facilitated a much-needed dialogue among experts in Church finance — leaders from national Catholic organizations, philanthropy, dioceses, and higher education who had never before gathered together to address the crisis they all faced. They identified areas of both challenge and opportunity faced by the Church with regard to it’s finances. Five central themes emerged from the convening, as the leaders agreed the Church had the opportunity to: 1. Formalize a joint effort of national organizations to address the crisis 2. Establish best practices and financial benchmarks 3. Advance co-responsibility and accountability through finance councils and lay staff 4. Train leaders in best practices 5. Create financial stability and access to capital.

Building a Coalition Energized by the momentum and commitment of their fellow financial leaders, those gathered in March formed the Coalition for Ethical Financial Management in the Church and committed their organizations to supporting, promoting, and implementing the recommendations of the Coalition. Leadership Roundtable led the formation of the Coalition and committed to facilitating it’s work. Since April, the Coalition has met regularly and established working groups among its members to tackle the central issues identified during the March meeting and bring forth actionable recommendations. 18

You will find the recommendations of those working groups detailed on the next few pages of this report. Taking action After months working to create recommendations for action, Leadership Roundtable welcomed Coalition members to the 2021 Catholic Partnership Summit to share with the wider Church work being done to address the financial crisis, and to bring others into the conversations surrounding action. Matthew Manion, Director of the Center or Church Management at Villanova University and member of the Coalition shared with attendees that while his study found a sharp decline in collections for many parishes during the pandemic, parishes that were transparent with parishioners, which pivoted to offer mass and ways to give online, and demonstrated what Pope Francis calls the “missionary impulse,” flourished. “Proper stewardship of our financial resources in ways that are accountable, transparent, and co-responsible are a lot like the good seed in the Parable of the Sower. When we do it right, it produces fruit for the mission of the Church,” Manion said.

Benchmark Dashboard of Church Finance and Management Best Practices The purpose of the Research and Benchmark working group is to assist the Church in its stewardship of resources by using benchmarks that can help to set priorities to support broader transparency, greater accountability, expanded engagement, and enhance ethical behavior. PREMISE Benchmarks can help Church leaders: • Understand if approaches are producing effective results comparable to other Church entities. • Create more efficient operations by encouraging continual improvement. • Learn about and emulate successful approaches of equivalent Church organizations. • Provide transparency and accountability to various stakeholders. VISION A high level benchmark dashboard, maintained within an online portal, of best practices that is supported by robust research and accurate, complete, and consistent data that will give Church leaders

Summit participants found the discussion to be among the most fruitful of the 2021 Summit and felt that the synodal journey ahead for the Church — a time of listening and discernment for all Catholics — provided fertile soil to grow in all capacities.

a powerful tool to creatively adapt and continually improve operations with transparency and

Next Steps

The group proposes creating an online portal with different levels of reporting and access. The data

The Coalition on Ethical Financial Management in the Church continues to meet and it’s working groups are developing resources for Church leaders to implement its recommendations. Those resources include standards, best practices, benchmarks, framework for an online resource portal, and a network of diocsean finance council chairs.

accountability that will inspire greater trust and participation. METHOD reported would come from partner organizations that collect benchmarks and metrics and have agreed to share the high-level, anonymous data for this project. PARTNERS AND STAKEHOLDERS The benchmark dashboard will be a result of interaction with a number of stakeholders. These stakeholders include partner organizations, providers of data, and users or consumers of the data, i.e., the ultimate audience of this project. 19

Co-Responsibility and Accountability through Diocesan Finance Councils and Lay Staff:

The working group for Catholic Financial Integrity: Best Practices set forth to develop,

PURPOSE

promote and encourage the adoption and implementation of a set of financial and

This working group is focused on two objectives: 1. Creating a network of diocesan finance council chairs.

accounting best practices for Catholic dioceses in the United States.

2. Creating the compelling rationale for the benefits to bishops, chief financial officers (CFO), finance chairs, and the broader Church in the United States.

VISION Identify, convene, and form a network of diocesan finance chairs, in order to provide training and formation to share best practices and to distribute resources.

PREMISE Best Practices can help Church leaders: • Identify effective financial management structures and procedures that can assist in optimal management and trustworthy outcomes. • Understand what to measure and benchmark for continual improvement.

METHOD

• Understand how to move from benchmarks and standards to implementation.

• Create a network of diocesan finance council chairs and lay staff to serve as chief collaborators with bishops on budgeting and finances, and in the rollout of financial best practices

• Provide a model for effective approaches to particular financial management policies and procedures.

• Provide formation for finance council chairs and members to build internal capacity through creating guidelines for selecting independent, diverse, and competent people to serve. • Establish open communication from the parish or diocese to the parish or diocesan community about budgeting and finances to engage lay Catholics.

RATIONALE • Diocesean Finance Councils have an important canonical oversight role in the life of the Church. •

Providing resources, training, tools, and best practices to finance councils strengthens the ability for the council to serve the bishops and diocesan CFO more effectively.

• A national, scaled resource for training diocesan finance council chairs and members does not yet exist. • Shared best financial practices among finances councils and members is advantageous.

• •

Finance council chairs could leverage the network of peers for input and guidance to address challenges. For example: A diocese that successfully dealt with a bankruptcy process can be a wealth of resources for a peer. Finance council chairs would have the ability to update council members with new norms and relevant news to keep members informed and up to date.

• High-functioning finance councils will save time for busy CFOs.

STAKEHOLDERS Groups that have high interest in the working group vision and purpose include: 1. Finance council chairs and the members of finance councils

4. Catholic donors

2. Local Ordinaries

5. Catholic Community Foundations

3. Diocesan chief financial officers 20

Catholic Financial Integrity: Best Practices

METHOD 1. Identify and compile a set of basic Catholic financial integrity best practices. 2. Secure the endorsement of key bishops, national leaders, influencers to be early adopters and ambassadors. 3. Roll out the best practices seeking public endorsement by bishops for their diocese and a commitment to implement these best practices if not already in place. 4. Link to existing networks and resources. 5. Potentially provide training/continuing education and resources to support reception and implementation of the best practices. 6. Potentially provide some form of certification as an incentive for those who desire it.

AUDIENCE Bishops, Diocesan Chief Finance Officers, Senior Diocesan Leaders, Diocesan Finance Council Chairs (and members), Philanthropists.

PROPOSED CATHOLIC FINANCIAL INTEGRITY BEST PRACTICES The working group has begun the initial draft of 11 best practices: 1. Common financial and accounting protocols

5. Risk management

2. Compliance standards a. Internal and external audits and reviews policy b. Conflict of interest policy c. Compensation policy

6. Offertory collections and cash handling procedures

3. Standardized reporting 4. Internal controls

7. Finance councils and committees 8. Fundraising and stewardship 9. Investing ethically 10. Records retention policy 11. Training and continuing education. 21

SUMMIT PARTICIPANTS:

Trust, Stewardship, and Synodality for a Thriving Church: EXECUTIVE SUMMARY OF THE 2021 CATHOLIC PARTNERSHIP SUMMIT Building upon the last two Catholic Partnership Summits, Leadership

270 LEADERS

DIOCESES

COUNTRIES

Bishops, cardinals, university presidents, philanthropists, chief financial officers, women religious, and other lay leaders came together for presentations, prayer, and small group discussions. Reflecting this global spirit of synodality, we were excited to welcome our partners in Rome to the Summit. Leaders from across Vatican dicasteries, congregations and councils gathered at the International Center on Missionary Animation (CIAM). As the pandemic continues to challenge dioceses, parishes and families in unprecedented ways, the Summit highlighted a renewed sense of hope, determination and commitment to the mission of the Church. Collectively, leaders affirmed the unique opportunities for healing wounds, re-imaging what is possible, and charting a bold future as we continue to build a culture of accountability, transparency and co-responsibility in the Church. Participants also grappled with how this era has underscored the urgency to address systems and institutions that for too long have particularly marginalized women, people of color, and others on the periphery.

This executive summary contains major themes that emerged from Summit speakers and small group discussions.

Roundtable convened the 2021 Catholic Partnership Summit, Building a Church for the Future: Mission, Stewardship, and Restoring Trust in a Post-Pandemic World, just as the Church prepared to embark on a synodal path of dialogue, discernment and consultation. More than 270 leaders from 74 dioceses across the United States, Guam, Kenya, Canada, the Bahamas, Colombia, and Rome participated in the Summit, which reflected the Church’s rich diversity.

SYNODALITY & CO-RESPONSIBILITY: THE PEOPLE OF GOD JOURNEY TOGETHER • Synodality should not be an abstraction, but Church leaders should seek creative, inspiring ways to make the themes of co-responsibility and synodality more tangible so they come alive in the hearts of Catholics and in our institutions. • Synodality requires humility and courage. Those on the periphery can only be brought into our conversations if we create convening spaces where honest and often challenging dialogue can take place. • There is a particular need to include the voices of women, people of color, LGBTQ Catholics, young adults, people with disabilities, and others who have been historically absent from leadership and decision-making.

• Synodality accentuates the need for “feedback loops” in parishes and dioceses and processes of accountability that hold everyone accountable to one another. • People have an authentic desire to be heard, need tools to evaluate ministries and leaders, and a reliable framework for consistent dialogue.

Putting Synodality into Practice: An Invitation and Framework for Feedback • Starting with established practices and modifying as the synodal process progresses. • Inviting not only those who are not in the Church but also those who have remained, who have not given up, to share their stories. 23

• Putting a synod process in place that is easily executed by small and large dioceses and is easily replicable.

• Budgets need to demonstrate a tangible commitment to inclusion, diversity and ministry to and with those on the periphery.

• Finding the right facilitators for synod processes and training them well.

• Ongoing professional development for all pastoral leaders — lay and ordained — is integral to growing and retaining diverse leadership talent.

• Training individuals at the parish and diocese level in change management skills that will be needed to implement the findings of the synod.

MOVING FROM ISOLATION & INDIVIDUALISM TO COMMUNITY

Transcending Divided Ideologies, Healing Wounds • Parishes, dioceses, and other Catholic institutions have the opportunity to convene civil conversations on divisive issues. • Listening sessions and civil forums within the faith community can become a tangible expression of encounter in a society where there are few spaces that bring people together. • Encounter and immersion experiences that help break down barriers and foster connections could be incorporporated more systematically into parish and diocesan structures. • Creating opportunities for parishioners from urba and suburban/rural churches to learn from each other is a way to institutionalize a culture of accompaniment and encounter.

DIVERSITY, INCLUSION & PARTICIPATION: LIVING CATHOLIC VALUES

Addressing Systemic Exclusion • Ensuring diverse representation in leadership requires intentionally expanding our vision and asking who is missing in the rooms where decisions are made. • Specific goals and consistent accountability are needed to ensure professed ideals are not only words on a page. We value what we measure. 24

Inclusive Lay Leadership

Stewarding People: Hiring and Retaining Talent • More just salaries, training, and mentorship help to attract more qualified professionals. • Creating a talent management bank to serve as a repository for connecting with a network of leaders.

• Inclusive lay leadership must reflect the diversity of the people of God.

• Ongoing professional development is critical to stewarding human potential.

• Lay leaders are often experts who can serve the Church worthily in many capacities. However, as Pope Francis has often challenged the culture of clericalism, we should also be cautious not to perpetuate a culture of a “lay elite.”

• Parishes and dioceses with limited financial resources have a harder time hiring and retaining leaders with financial expertise and addressing this equity challenge, exacerbated by the pandemic, is a critical issue moving forward.

• The Church would benefit from including the voices and talents of all lay Catholics who each have the expertise and wisdom of lived experience to share.

Learning from the Past, Leading in Challenging Times

FINANCIAL STEWARDSHIP: PASTORAL MINISTRY IN CHALLENGING TIMES

Stewarding Financial Resources • Bridging the disconnect between pastoral ministry and financial stewardship through ongoing education conveys how a culture of co-responsibility, transparency, and good stewardship all work in tandem. • Recognizing that diocesan chief financial officers have a canonically important role and that they, along with diocesan finance councils, serve as chief collaborators with bishops on budgeting and finances. • Ensuring pastoral and finance councils are more closely integrated and operate using best practices.

• Study past failures to learn from mistakes and safeguard systems moving forward. • Create and promote hotlines and other channels dedicated to reporting financial impropriety. • Develop, promote, and encourage the adoption and implementation of standardized financial and accounting best practices. • Ensure best practices for financial stewardship are implemented and shared widely to ensure effective management of Church assets, vendor contracts, audits, and other financial practices. • Provide a dashboard for leaders as well as parishioners to transparently gauge how the Church is doing at various levels regarding finances and management.

• Commiting to greater transparency in reporting from finance councils and the parish as a whole.

PRIESTLY FORMATION FOR SYNODALITY AND CO-RESPONSIBILITY

• Facilitating broader consultation with the parish community when it comes to managing financial resources and setting budget priorities to develop a consensus that the ministry of good stewardship is a shared endeavor.

• The laity desire an increased role in how future ordained leaders are educated and are offering their competence and experience to the Church.

• While many seminarians receive some training in parish and social service settings where they collaborate with lay people, the opportunity for more intensive practical experiences can help create a culture of co-responsibility. • There is great value in having seminarians take part in an immersion experience with a parish finance council or fundraising office. • It would be valuable for business courses and financial management classes to be included in seminary formation.

The Path Forward • Seeing prudent stewardship of financial resources as an essential ministry of the Church. • Valuing and prioritizing diversity and inclusion in hiring decisions, in budget choices, and as an expression of the diverse Body of Christ in the world. • Listening to what the Holy Spirit is saying through the people of God, including those on the margins, by the synodal process called for by Pope Francis. • Commiting Catholic institutions to playing a vital role in healing the wounds of a divided Church and polarized nation by convening spaces of encounter and civil dialogue, starting with the synodal process. • Including more opportunities for seminarians to have practical experiences alongside lay people to reflect the values of co-responsibility and collaborative ministry. • Expanding and supporting the Coalition on Ethical Financial Management in the Church. • Renewing the commitment to transparency, accountability, and co-responsibility.

To view recordings of the 2021 Catholic Partnership Summit visit summit.leadershiproundtable.org 25

2021 Catholic Partnership Summit

SPONSORS

PRESENTING SPONSOR Geoffrey T. Boisi Elaine and Ken Langone PRESENTING ROME SPONSORS Elizabeth McCaul and Frank Ingrassia BENEFACTOR SPONSORS Dan and Kathleen Denihan PATRON SPONSORS Dee and Kevin Conway

The Lynch Foundation

Healey Family Foundation

Peggy and Gene McQuade Jim and Molly Perry

CATHOLIC LEADER SPONSOR Suzanne and Kevin Dwyer

PARTNER SPONSORS Dr. Geno Fernandez

Loyola University Chicago

Frank B. Fuhrer

Brenda and Bob Popeo

Gallagher | Global Religious Practice

The Raskob Foundation for Catholic Activities, Inc.

Edward L. Hennessey, Jr.

William E. Simon Foundation

INDIVIDUAL SPONSORS

Elizabeth McCaul (left) and Geoffrey Boisi (right)

Archdiocese of Louisville

Charles McDonough

Rev. John P. Beal

Eileen and Leslie Quick III

Kevin Carton

Peter S. Robinson

Cynthia Lee Egan

Sacred Heart Seminary and School of Theology

John and Maureen Hurley

Peter Steinfels

Susan and Mike King

Fr. Jack Wall

Kinsale Consulting

W. Brian Walsh John A. Werwaiss

Partners in Mission Foundations and Organizations Alphadyne Foundation Amaturo Family Foundation, Inc. Archdiocese of Louisville Crimsonbridge Foundation Dominican Sisters of Sinsinawa Elizabeth and Frank Ingrassia Foundation FADICA Fosnacht Family Charitable Foundation Franciscan Federation Gallagher | Global Religious Practice Lilly Endowment Inc. Loyola University Chicago Mary J. Donnelly Foundation National Philanthropic Trust Penates Foundation Raskob Foundation for Catholic Activities, Inc. Rather Family Foundation Sacred Heart School of Theology Sheila R. Berner Foundation St. Rita Mercy Foundation Suffolk Cares Charitable Foundation, Inc. Boisi Family Foundation Catholic Extension The Harker Family Fund The Healey Family Foundation The Lynch Foundation William E. Simon Foundation, Inc.

Individuals Kate Alexander Jose Amaya Thomas Baker Reverend John P. Beal III Andrea Blanco Geoffrey T. Boisi Chloe R. Boudreaux Michael and Stephanie Brough Elizabeth J. Brown Juanita Cain Kevin K. Carton Reverend Daniel Cogut Kevin J. Conway Doug and Julie Craven Barbara Cusack Edgar da Cunha Kendra E. Davenport 28

Carl and Theresa DeBarbrie Daniel J. Denihan Rose Mary Donahue Elizabeth A. Donnelly and Dr. Phillip E. Pulaski Reverend Peter M. Donohue, OSA Reverend Kevin G. Donovan LTG (Ret) James M. Dubik and Ms. Sharon Basso Donna D’Urso Kevin and Sue Dwyer Jeri Eckhart Queenan Cynthia Lee Egan Clarissa Elgarten Margi English James B. Estes Geno M. Fernandez Joseph F. Finn, Jr. Jim S. Friend, Jr. Frank B. Fuhrer Christopher Fusco Reverend Kevin Gillespie SJ Ana-Cristina Gonzalez Reverend Daniel Griffith John Hamre Lisa and Tim Harkness Most Reverend Gregory J. Hartmayer, OFM Margaret M. Healy John P. Heffernan Paul K. Henderson Edward L. Hennessy Most Reverend Ronald A. Hicks Ellie Hidalgo Joseph Hollowell Sheila Horan Reverend John E. Hurley, CSP John J. Hurley and Maureen Hurley Bryant King Susan R. King Joseph T. Kolarik Thomas Krause Kenneth Langone Ana Larmour R. W. Lechase Dennis Lucey Robert and Dorothy MacDonald Reverend PJ Madden Amy Madsen David Maluchnik Patrick Markey Thomas Marren

Sister Teresa Maya, CCVI James McCarville Kathleen L. McChesney Patrick A. McClain Anne McCrory Charles McDonough Gerard McGlone, SJ Patrick W. McGrory Eugene and Peggy McQuade Kevin B. Meme Kelly Meraw Joe and Cathy Murphy Thomas S. Murphy Daniel Murray Joan F. Neal Thomas A. Nowak George O’Connell Maura O’Shea Michael Pascucci Elio Pascutti Kurt Peot Jim and Molly Perry Eric Peterson Reverend Anthony Pogorelc Lawrence and Mary Prendergast Reverend Thomas Ptaszynski Leslie C Quick III Joe Regan General Dennis Reimer Brian B. Reynolds Reverend Michael G. Roach Joseph F. Robinson Kerry A. Robinson Peter and Ann Robinson Lynn Rossol Nancy H. Ruddle Joanne Ruddy R. Gregory Sachs Reverend Daniel Schlegel Bruce Seidel, Jr. David Shapiro Kimberley A. Smolik Thomas Southard Reverend James Stachacz Judith Staib Peter and Margaret Steinfels Mary Swindal Dom Tarantino Reverend Donald Thimm

Paul G. Tierney Most Reverend Louis Tylka Patrick J. Waide Reverend John J. Wall Chris Walsh Brian Walsh Charmaine and Warmenhoven Donald and Sue Watters John A. Weirwaiss Reverend Charles Zlock Fritz Zuger

Tribute Gifts Kate Alexander in Honor of John and Cathy Stefano Andrea Blanco In Honor of Norma Pimentel Elizabeth J. Brown In Honor of Tom Healey Reverend Daniel Cogut In Honor of Thomas Miller Carl DeBarbrie, Jr. In Honor of John C. Wester Donna D’Urso In Loving Memory of Florence B. D’Urso Kendra E. Davenport In Honor of Michael Kirby Ennis. Kevin Dwyer In Honor of Michael Pascucci Clarissa Elgarten In Loving Memory of Maria Tekla F. OSsS Jim S. Friend, Jr. In Loving Memory of Dennis J. Harten John Hamre In Honor of Jim Dubik Lisa Harkness In Honor of Reverend Robert L. Beloin Ellie Hidalgo In Memory of Patrick Hidalgo Bryant King In Honor of John J. McSweeney Reverend Anthony Pogorelc In Loving Memory of Reverend Robert L. Beloin General Dennis Reimer, USA (Ret.) In Honor of Glenda Reimer Kerry A. Robinson In Honor of Fr. Bob L. Beloin Kerry A. Robinson In Loving Memory of John Wimmer Reverend Daniel Schlegel In Honor of Ryan Mann David Shapiro In Loving Memory of Edith Boisi Dominic Tarantino In Loving Memory of Leona Tarantino Paul G. Tierney In Memory of Joanne I. Tierney Charmaine Warmenhoven In Honor of Jeri Eckhart Queenan

The above foundations, organizations, and individuals made generous gifts between January 1, 2021 and December 31, 2021. If we neglected to accurately recognize your generosity, please accept our apologies and notify us so that we may correct our records.

About the J. Donald Monan, S.J. Distinguished Catholic Philanthropy Medal

Kathleen McCarthy Kostlan

The J. Donald Monan, SJ Distinguished Catholic Philanthropy Medal seeks to inspire a culture of giving that promotes excellence in Church management and leadership. It recognizes outstanding Catholic philanthropists who exemplify the legacy of former Boston College President, Rev. J. Donald Monan, SJ. Rev. Monan’s life was a living testimony to how best practices, implemented in collaboration between clergy and laity, can transform a Catholic institution to bring excellence to management and mission. The J. Donald Monan, SJ Distinguished Catholic Philanthropy Medal recipients are Catholic philanthropists who have collaborated with Church leaders to make a significant impact on a parish, diocese, or other Catholic ministry in the area of Church management or leadership.

Kathleen McCarthy Kostlan is Chairperson of the

Homeboy Industries, and Sisters of Social Service,

Thomas and Dorothy Leavey Foundation, one of

among many other contributions.

California’s largest philanthropic organizations. Since its founding in 1952, the Leavey Foundation has donated

Kathleen is a longtime trustee of the University of

more than $200 million to educational, medical, and

Southern California and a Trustee of the Children’s

Catholic institutions.

Hospital of Los Angeles and the Saint John’s Health Center Foundation. She is an alumna of USC (‘57). The

The Leavey Foundation was a major supporter of the

Leavey Foundation provided the lead naming gifts for

Cathedral of Our Lady of Angels in the Archdiocese of

Leavey Library and McCarthy Quad, established the

Los Angeles. The Foundation’s donation to Santa Clara

Kathleen L. McCarthy Honors College at USC Village,

University, the second largest gift in the university’s

and endowed the first Trustee’s Chair at the USC Gould

history, helped build the Sobrato Campus for Discovery

School of Law

and Innovation. And, the Foundation supports the Catholic Education Foundation.

In addition, Kathleen has been a Dame of the Order of Malta, Western Association and the Equestrian Order of

The Foundation has also donated to Georgetown

the Holy Sepulchre.

University, Loyola Marymount University, Saint Paul the Apostle Church Los Angeles, the Paulist Fathers,

John M. Connors, Jr. Family

Lewis Ranieri

Campaign for Catholic Schools since its inception in

Through his tireless fundraising efforts and exemplary

2010. The Campaign for Catholic Schools is described

service, Lewis had led the Tomorrow’s Hope board in

as a change-agent for rebuilding Catholic education in

granting $25 million in tuition assistance to more than

the Archdiocese of Boston through new models that

20,000 students since its inception.

introduce lay governance, strong academics, facility improvement, new technology, and innovative teacher

Lewis has a strong belief in the value of Catholic

support.

education, and the conviction that today’s children are tomorrow’s hope. He believes that a Catholic school

Under Jack’s leadership, the Campaign for Catholic

education is an essential ingredient to one’s spiritual

Schools raised more than $62 million for Boston’s

maturity and serves to provide the religious foundation

Catholic schools and forever changed how the

and moral framework that becomes the basis upon

Archdiocese approached education.

which all life’s decisions are made. He firmly believes that his Catholic family upbringing and Catholic school

In addition to his support for the Church, Jack also

education instilled in him the integrity and moral

co-founded and raised more than $45 million for

grounding to pass the tests he’s faced through the years,

Camp Harbor View, a program that serves more than

even long after graduation and throughout his career.

1,000 youth each year from Boston’s underserved John M. “Jack” Connors Jr. is known throughout

neighborhoods through a Summer Camp, Leadership

Lewis S. Ranieri is founder and chair of Ranieri

Considered the “father” of the securitized mortgage

Boston as a business leader and philanthropist who is

Academy and Youth and Family Support Services.

Solutions LLC, which is focused on financial services and

market, Lewis helped develop the capital markets as a

the use of cognitive technologies. Lewis serves as chair

source of funds for housing and commercial real estate.

Jack has served on the boards of Boston College;

and senior managing partner of Ranieri Partners LLC,

Formerly Vice Chairman of Salomon Brothers, Inc.,

Partners HealthCare System; Partners-In-Health;

an advisor and manager of private investments.

Lewis established Salomon’s leadership position in the

dedicated to bettering the lives of the city’s residents and the Catholic Church. Jack is a founding partner and chairman emeritus of

Harvard Medical School; Harvard T.H. Chan School

Hill Holliday, Connors, Cosmopulos Inc. one of the

of Public Health; Emmanuel College; Covidien and

Lewis is the Chairman of Tomorrow’s Hope Foundation,

top 20 advertising firms in the United States and a

Hasbro; The American City Coalition; Brandeis

which he formed in 2005 at the request of the Most

past chair of the Board of Trustees for Boston College.

University; and Camp Harbor View.

Reverend Bishop William F. Murphy of the Diocese of

Regarded as an expert and innovator in both the

Under his leadership, Hill Holliday evolved from a

federal legislation to support and build the market.

Rockville Centre. The Foundation provides scholarship

mortgage and capital markets, Lewis has served as

one-room shop, founded in 1968, to one of the top 20

He has been honored with the Kennedy Institute’s

support to Long Island families in need, who wish to

Co-Chairman on the National Association of Home

advertising firms in the United States.

inaugural Award for Inspired Leadership, in

give their children a Catholic elementary education.

Builders Mortgage Roundtable continuously since

recognition of his service to the city of Boston and

Throughout the 16-year history of the Foundation,

1989. Bloomberg Businessweek named him one of “the

Jack and his wife Eileen Connors are well known

commitment to civic engagement and was recognized

Lewis has played a crucial role in fulfilling the mission,

greatest innovators of the past 75 years,” and in 2005, he

for their Catholic philanthropic work within the

by The American City Coalition as “an articulate

which is to ensure the excellence as well as the

received the Distinguished Industry Service Award from

Archdiocese of Boston.

advocate for Boston’s world-class hospitals, and is

continuance of Catholic schools on Long Island, by

the American Securitization Forum.

a passionate and respected voice in the Catholic

increasing awareness and providing scholarships and

community for greater lay participation in the Church.”

program funding for the needs of students and schools.

At the invitation of Cardinal Seán O’Malley, Jack has served as chair of the Board of Trustees for the 32

mortgage-backed securities space and led efforts to obtain

Financials

REVENUE $1,517,254 (67%)

$758,970 (33%)

Public support and revenue

Fiscal Year 2020

Public support Without Donor With Donor Restrictions Restrictions

Fiscal Year 2019

Total

Without Donor With Donor Total Restrictions Restrictions

Contributions Individuals

467,704

Foundations

803,100

Other Organizations

243,200

3,250

467,704

581,111

64,976

646,087

1,046,300

517,000

150,000

667,000

3,250

4,012

Net assets released from restriction: Satisfaction of program restrictions

1,213,243

$ (1,213,243)

662,175

(662,175)

Total public support

2,487,297

1,517,254

1,764,298

(447,199)

1,317,099

(970,043)

Revenue

EXPENSES

752,813

731,127

Publication Sales

2,607

4,388

Investment Revenue

3,550

1,260

Total revenue

758,970

736,775

Total public support and revenue

3,246,267

(970,043)

2,276,224

2,501,073

(447,199)

2,053,874

Expenses

Fiscal Year 2020

Without Donor With Donor Program services Restrictions Restrictions

$216,691 (8%)

$440,321 (17%)

Program Service Revenue

Program Partner Grants

731,127

Fiscal Year 2019

Total

Percent of Total Expenses

Without Donor With Donor Total Percent Restrictions Restrictions of Total Expenses

Program Services

1,927,369

1,971,079

Total program services

1,927,369

75%

1,971,079

216,691

209,953

75%

$1,927,369 (75%)

Supporting services Management & General

Fund-Raising Expenses

216,691

440,321

17%

463,933

17%

Total supporting services

657,012

25%

673,886

25%

Total expenses

2,584,381

100%

2,644,965

100%

Change in net assets

661,886

Net assets at beginning of year

39,634

Net assets at end of year

701,520

(970,043)

(308,157)

(143,892)

(447,199)

(591,091)

$ 1,836,423

1,876,057

183,526

2,283,622

2,467,148

1,567,900

39,634

1,836,423

1,876,057

866,380

Assets without Donor Restrictions are used to account for public support that Leadership Roundtable has total net assets of $1.568 million that consist of: is unrestricted in nature. Assets with Donor Restrictions are used to account for Assets without Donor Restrictions $ 701,520 contributions that have donor-imposed restrictions that have not been fulfilled Assets with Donor Restrictions $ 866,380 either in time or by purpose. Total Net Assets $ 1,567,900

Public Support

Program Revenue

Programs

Fundraising

Management

This summary was prepared by Leadership Roundtable from its financial statements, which were prepared by Matthews, Carter & Boyce. The complete financial statements, including the related notes and auditor’s report, are available on our website, leadershiproundtable.org, and upon request. 2021 audited financial statements are in preparation and will be issued after this report. Once issued they can be found on our website at leadershiproundtable.org.

Board of Directors EXECUTIVE COMMITTEE Geno Fernandez

Elizabeth McCaul

Co-Chair of the Board

Kathleen McChesney

Robert Gasser

Secretary of the Board

Treasurer of the Board

Geoffrey T. Boisi

James M. Dubik

Founder

Member

Leadership Roundtable Staff

Patrick Markey

Our Organization

Managing Partner

DIRECTORS

Leadership Roundtable Board of Directors (taken February 2020). An updated listing of the Board of Directors can be found on our website at Leadershiproundtable.org.

Rev. John P. Beal

Bryan F. Grane

Jim Perry

Kevin K. Carton

Thomas J. Healey

Joseph Donald Regan

Kendra E. Davenport

Rev. J. Bryan Hehir

Paul C. Reilly

Daniel Denihan

Susan King

Brian B. Reynolds

Kevin J. Dwyer

Gene McQuade

British Robinson

Rev. Michael J. Garanzini, SJ

Michael Montelongo

Rev. John J. Wall

Staff

Leadership Roundtable

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SAVE T HE DATE:

September 22-23, 2022

2022 Catholic Partnership Summit Fairmont Hotel, Washington, D.C.

In partnership with lay, ordained, and religious leaders and organizations across all sectors of the Catholic community in the United States and Rome, Leadership Roundtable seeks to elevate and implement best practices in management and leadership to establish a culture of co-responsible, servant leadership for a healthy, thriving Church in the U.S.

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