Canon Law

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rcri.legacy [2019/08/29 15:57]
amycsj
rcri.legacy [2020/01/09 18:08] (current)
amycsj
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 ====== Religious Institutes Coming to Completion and Their Legacy ====== ====== Religious Institutes Coming to Completion and Their Legacy ======
-===== RCRI, October 3, 2019, Dallas Texas =====+
 ==== by Amy Hereford, CSJ, JD, JCD ==== ==== by Amy Hereford, CSJ, JD, JCD ====
  
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   * the //lack of candidates//​ over a period of several years, ​   * the //lack of candidates//​ over a period of several years, ​
   * the //advanced age// of the majority of its members.   * the //advanced age// of the majority of its members.
 +  * {{ :​viability.png?​400| ​ }}
 +
 ===== Particular Challenges ===== ===== Particular Challenges =====
   * Providing //ongoing leadership//​ for the institute.   * Providing //ongoing leadership//​ for the institute.
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     * Legacy clause in a retirement trust     * Legacy clause in a retirement trust
     * Legacy 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 ===== ===== Take Aways =====
   * Plan ahead   * Plan ahead
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 ===== Bibliography ===== ===== Bibliography =====
-Hereford, Amy. //Beyond the Crossroads: Religious Life in the 21st Century.// New York: Orbis Books, 2019.+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 580: Aggregation and Covenants.” //Roman Replies and CLSA Advisory Opinions,// 2012, 83–86.
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 ———. “Charitable Trusts Twenty Five Years Later.” //Legal Bulletin// 73 (2002): 17–37. ———. “Charitable Trusts Twenty Five Years Later.” //Legal Bulletin// 73 (2002): 17–37.
  
-———. “Congregational Legacy Trust.” //RLC Newsletter//​ 17, no. 4 (2017): 1–4.+———. ​[[http://​www.ahereford.org/​subscription/​post/​newsletter74|“Congregational Legacy Trust.”]] //RLC Newsletter//​ 17, no. 4 (2017): 1–4.
  
-———. “Ministerial Public Juridic Person.” //RLC Newsletter//​ 17, no. 3 (2017): 1–4.+———. ​[[http://​www.ahereford.org/​subscription/​post/​newsletter73|“Ministerial Public Juridic Person.”]] //RLC Newsletter//​ 17, no. 3 (2017): 1–4.
  
-———. Navigating Change: The Role of Law in the Life-Cycle of a Religious Institute. St. Louis, MO: Religious Life Project, 2015.+———. ​[[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. ———. “Practical Guidelines for Aging Religious Institutes.” In //RCRI Bulletin//, 4–20. Silver Spring, MD: RCRI, 2015.
  
-———. “Transitioning Leadership.” //RLC Newsletter//​ 17, no. 2 (2017): 1–4.+———. ​"​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. ———. “Transitioning Sponsorship.” //RCRI Bulletin// 17 (2017): 5–18.
  
 [[http://​www.ahereford.org/​subscription|Sign up for RLC Newsletter (Religious Law and Consultation).]] [[http://​www.ahereford.org/​subscription|Sign up for RLC Newsletter (Religious Law and Consultation).]]
rcri.legacy.1567119449.txt.gz · Last modified: 2019/08/29 15:57 by amycsj