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--- rcri.legacy [2019/08/29 14:42] – amycsj
+++ rcri.legacy [2024/04/10 12:15] (current) – [Diverse situation] amycsj
@@ Line 1: / Line 1: @@
 ====== Religious Institutes Coming to Completion and Their Legacy ======
-===== RCRI, October 3, 2019, Dallas Texas =====
 ==== by Amy Hereford, CSJ, JD, JCD ====
+[[https://bit.ly/2MIBUL6|Link to presentation]]
 ===== Scope of the Issue =====
@@ Line 11: / Line 13: @@
   * Under this model, remaining institutes could have 5-10 institutes merging or affiliating
   * Does this model allow for the flourishing of these remaining institutes? or the flourishing of religious life?
 ===== Indicia =====
   * Motu Proprio //Ecclesiae sanctae ('66)// gave indicia of decline
@@ Line 16: / Line 19: @@
   * the //lack of candidates// over a period of several years,
   * the //advanced age// of the majority of its members.
+  * {{ :viability.png?400|  }}
+===== Other responses =====
+  * Covenant relationship - larger more stable communities take on the responsibility of caring for smaller more fragile communities.
+  * Commissary or Canonical Trustee - An individual religious appointed by the competent authority to take on responsibility for a community unable to supply its leadership.
 ===== Particular Challenges =====
   * Providing //ongoing leadership// for the institute.
-  * Providing //care for aging members,// in addition to health-care, this includes pastoral care and support of the members, those facing the challenges of aging and those moving out of full-time ministry, as well as those still in active ministry.
+  * Providing //care for aging members,// in addition to health care, this includes pastoral care and support of the members, those facing the challenges of aging and those moving out of full-time ministry, as well as those still in active ministry.
   * Providing leadership in the //sponsored ministries.//
+===== Diverse situation =====
+  * Size
+  * Location
+  * Internal resources
+  * Finances
+  * Local/regional
+    * support and capacity
+    * Church
+    * religious communities
+  * Governance structure
+  * Federation
 ===== Cost of Eldercare =====
   * 1986 NRRO formed by USCCB, CMSM, and LCWR to help address the funding shortfall
@@ Line 52: / Line 74: @@
   * Settling its legacy, and disposition of any remaining temporal goods.
 ===== Sponsorship =====
+  * Having had the honor of participating in the mission of Jesus
   * Traditional Sponsorship
     * Ensuring the Mission and Catholic Identity
@@ Line 65: / Line 88: @@
   * Funding
     * Held in Operations, Fund or Trust
-      * Trust $$ held by Trustee for Beneficiary
-        * Trustee - sisters or brothers, often leadership, now
     * Trust $$ held by Trustee for Beneficiary
       * Trustee
-        * sisters or brothers, often leadership,
+        * Sisters or brothers, often leadership,
       * Beneficiary
-        * sisters or brothers
+        * Sick, aged and infirm sisters or brothers
     * To Trust or Not to Trust
       * 80s-90s: shield assets from liability or diversion
@@ Line 92: / Line 113: @@
     * These persons will continue to support when canonical leadership transitions
 ==== Community Assistance Ministry ====
-{{ seal.png }}
+{{ seal.png?350 }}
   * Collaborative Community Assistance Ministries
   * Regional collaboration for support with Eldercare and Administration
@@ Line 146: / Line 167: @@
     * Legacy clause in a retirement trust
     * Legacy trust
+===== Planning =====
+  - What assets does the group have, financial, real estate, trusts, etc? And approximate value.
+  - What is the current purpose or use of those assets?
+  - What would be the legacy use of those assets? And what might the timeline look like?
+  - What is the best way to ensure that the assets are used for the current purpose, then dedicated to the legacy purpose?
+  * Since there is quite a variation in those answers, the way of moving forward could be quite different.
+|                ^ Asset         ^ Value      ^ Use/Purpose  ^ Legacy     ^
+^ Sisters Inc    | Land          | $$$        | Sisters      |            |
+^ Sisters Inc    | Land          | $$$        | Ministry      |            |
+^ Sisters Inc    | Investments | $$$                   |   |   |
+^ Trust    |           | $$$        | Sisters   |     |
+^ Retirement Facility    |           | $$$        | Sisters   |     |
+^ Ministry    |           | $$$        | Ministry   |     |
 ===== Take Aways =====
   * Plan ahead
@@ Line 153: / Line 191: @@
   * Be generous and trust
+===== Bibliography =====
+Hereford, Amy. [[https://www.amazon.com/dp/1626983321/ref=cm_sw_em_r_mt_dp_U_sDMKDbSKATCGJ |Beyond the Crossroads: Religious Life in the 21st Century.]] New York: Orbis Books, 2019.
+———. “Canon 580: Aggregation and Covenants.” //Roman Replies and CLSA Advisory Opinions,// 2012, 83–86.
+———. “Canon 584: Merging of Institutes.” //Roman Replies and CLSA Advisory Opinions,// 2011, 90–93.
+———. “Canon 625: Minimum Numbers for Governance in a Religious Institute.” //Roman Replies and CLSA Advisory Opinions,// 2016.
+———. “Canon 634: Legacy Distributions for Religious Institutes.” //Roman Replies and CLSA Advisory Opinions,// 2018.
+———. “Charitable Trusts Twenty Five Years Later.” //Legal Bulletin// 73 (2002): 17–37.
+———. [[http://www.ahereford.org/subscription/post/newsletter74|“Congregational Legacy Trust.”]] //RLC Newsletter// 17, no. 4 (2017): 1–4.
+———. [[http://www.ahereford.org/subscription/post/newsletter73|“Ministerial Public Juridic Person.”]] //RLC Newsletter// 17, no. 3 (2017): 1–4.
+———. [[https://www.amazon.com/dp/1517028469/ref=cm_sw_em_r_mt_dp_U_.BMKDb1NW031V |Navigating Change]]: The Role of Law in the Life-Cycle of a Religious Institute. St. Louis, MO: Religious Life Project, 2015.
+———. “Practical Guidelines for Aging Religious Institutes.” In //RCRI Bulletin//, 4–20. Silver Spring, MD: RCRI, 2015.
+———. "Religious Institutes Coming to Completion and Their Legacy." Presentation at RCRI, October 3, 2019, Dallas Texas
+———. [[http://www.ahereford.org/subscription/post/newsletter72 |“Transitioning Leadership.”]] //RLC Newsletter// 17, no. 2 (2017): 1–4.
+———. “Transitioning Sponsorship.” //RCRI Bulletin// 17 (2017): 5–18.
+[[http://www.ahereford.org/subscription|Sign up for RLC Newsletter (Religious Law and Consultation).]]