charities usa magazine: summer 2011
TRANSCRIPT
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Mike SchuetteCCUSAs 2011
Volunteer of the Year
Wichitas Success in Making
Marriages for Keeps
One Year After the Gulf Oil Spill
THE MAGAZINE OF CATHOLIC CHARITIES USA Summer 2011 | Volume 38 Number 2
Eciency,Efectiveness,& ValueAchieving Poverty Reduction through
Market-Based Approaches
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his has been an interesting issue to put to-
gether, one very dierent in theme than any
issue weve done beore. As a urther explo-
ration o the policy ideas represented in the
National Opportunity and Community Renewal Act(NOCRA), this issue really pushes Catholic Charities
to think in new, innovative, and even challenging ways
about the work o poverty reduction.
Tis issue largely ocuses on market-based tools and
concepts that can transorm the work o poverty re-
duction. In the past, non-prot and or-prot organi-
zations have operated in dierent cultural worlds, with
dierent missions, methods, and goals. Tat divide has
not always been healthy, or it has separated each rom
valuable principles that could make each a more eec-
tive contributor to society. oday, we are seeing that
distinction blurred, as nonprots apply business princi-
ples to their work and as or-prots pioneer new corpo-
rate structures designed to produce social benets.
Many Catholic Charities agencies have implemented
smart business approaches to ensure their sustainabil-
ity. Its practically a necessity these days. But we have
not been as good at applying business principles in the
way we design, implement, and evaluate programs. Te
market-based concepts reected in NOCRAmea-
suring outcomes, gathering data to improve program
designs, giving consumers choice, determining cost-
eectiveness, and monetizing the social value we pro-
videare new concepts or many o us.
With our state and ederal budgets in the dire shape
that they are, with unds or social programs being cut
let and right, with widespread attitudes about waste-
ul and ineective government, and with oten high-
ly-publicized examples o publicly-unded social pro-
grams that dont work, we have to begin showing with
more tangible measures that our programs work and
that they provide value to individuals and amilies,
communities, and to the nation. We will need to think
in new ways and do more work, but in doing so we can
be more successul in doing what motivates us most
serving people in need. n
Ruth LiljenquistManaging Editor
To comment on this issue, please write to Ruth Liljenquist
Eciency, Efectiveness, & Value
6 15
On the Cover:Photo: Steve Liss, AmericanPoverty.org.
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Features
7 Efciency, Eectiveness, and ValueAchieving Poverty Reduction through Market-Based Approaches
11 Making the Economic Argument
Measuring Our Impact in Economic erms
15 Understanding Social Return on Investment
Why Tinking Like a Social Enterprise Can Help Us
17 win Cities RISE!
An Example in Monetizing and Rewarding Social Value19 Funding Poverty Reduction in a New Way
Community Renewal Bonds and ax Incentives
22 Moving Forward with the National Opportunity
and Community Renewal Act
26 Catholic Charities USAs 2011 Volunteer o the Year Finalists
28 Catholic Charities USAs 2011 Volunteer o the YearMike Schuette
30 Strengthening Marriages, Strengthening the World
33 A Humble and Generous Heart
Departments
4 Presidents Column
34 Disaster Response
36 CCUSA News
38 NewsNotes
44 Working to Reduce Poverty in America
38 4
Charities USA(ISSN 0364-0760) is
published by Catholic Charities USA.
Address all correspondence to the managing
editor. 2011 Catholic Charities USA,
Alexandria, Virginia.
Editorial and Business Ofce
Sixty-Six Canal Center Plaza
Suite 600
Alexandria, VA 22314
t: 703-549-1390 : 703-549-4183
www.CatholicCharitiesUSA.org
Publisher
Rev. Larry Snyder
Executive Editor
Roger Conner
Managing Editor
Ruth Liljenquist
Creative Director
Sheena Leaye Crews
Contributing Writers
Roger Conner
Ruth Liljenquist
Editorial Committee
Jean Beil
Kim Burgo
Kathleen King
Kristan Schlichte
Rachel Lustig
Candy Hill
Jane Stenson
Catholic Charities USA is the National Ofce or
ne o the nations largest social service networks.
Member agencies and institutions nationwide pro-
ide vital social services to 8.5 million people in
eed, regardless o their religious, social, or eco-
omic backgrounds. Catholic Charities USA sup-
orts and enhances the work o its membership
y providing networking opportunities, national
dvocacy, program development, training and con-
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Donate Now: 1-800-919-9338
Contents
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4 | CHARITIES USA
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As we continue to promote and work towards
Catholic Charities USAs goal to cut poverty in hal
by 2020, it might be good to step back and ask our-
selves how we got to this point. Was this a dream I
conjured up out o thin air? Was this the result o an over-zeal-
ous meeting at the national ofce? Te act o the matter is that
it came rom YOUthe members o Catholic Charities. And
it happened like this.
At the 2006 Annual Gathering in Minneapolis, the member-
ship adopted a policy paper titled Poverty in America: A Treat
to the Common Good. Tat paper captures the social situation
in the United States, and it gives the oundation or why a re-
sponse is required rom people o good will. But more impor-
tantly it encapsulates the motivation and dedication o the
women and men who are part o the Catholic Charities move-
ment. Because o that, the paper was overwhelmingly adopted,
and a clear message was sent to the national ofce: make this
our call to action that will engage the membership or years
to come.
As we considered strategies that could keep the momentum
going, we decided on the platorm o a campaign. Te Board o
rustees agreed and decided to make it quantiable by setting
the goal to cut poverty in hal by 2020. In 2007, that seemed a
loty, but do-able goal. And we were o and running.
As part o the celebration o our centennial year, we held ten re-
gional summits on poverty to nd out the big ideas that were
happening on the local scene. We took what we learned to a
summit o some 30 dierent proessionals and asked them
what a system that incorporated these rich and diverse ideas
would look like and how we could get there. Te result was the
National Opportunity and Community Renewal Act, which
was introduced into Congress during our Centennial celebra-
tion in September o last year. Tat piece o legislation is a
starting point in the public orum about changing the saety-
net system so that its goal becomes liting people out o poverty.
Tat conversation is gaining traction. But in that, we remember
that the goal is not passing this piece o legislation, but rather
getting people out o poverty.
Make no mistake about itCatholic Charities will contin-
ue its critical work o providing human services one individ-
ual and one amily at a time. Tis is a commitment we will
not walk away rom. But we see our role as more than simply
maintaining people who live in poverty. Our goal must be to
help them nd a way out. Tat is how we work to reduce pov-
erty in Americaone individual or one amily at a time, even
as we promote a re-ashioning o the saety net system in this
country.
With the Charter o 1910 tasking us to be the attorney or the
poor, can we do any less? n
SUMMER 2011 | 5
By Rev. Larry Snyder
Presidents
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6 | CHARITIES USA
Photo: Steve Liss, AmericanPoverty.org
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SUMMER 2011 | 7
By Candy Hill
Efciency,Eectiveness,
& ValueAchieving Poverty Reduction through
Market-Based Approaches
Many times over the last 100 years, Catholic
Charities has taken on the challenge o in-
uencing public policy on behal o the
poor. We have been instrumental in shap-
ing legislation regarding economic securi-
ty, aordable housing, labor rights, child and amily welare,
health care, and numerous other policy issues. We are now
again engaged in an eort to inuence policy, this time to
reorm the way that we as a nation create equal access to op-
portunity or individuals who are at risk o poverty or who are
living in poverty.
Our reorm policies, which are being advanced in the National
Opportunity and Community Renewal Act (NOCRA), are
summarized in three objectives:
Systems Changing: Designing a holistic approach to
helping people out o poverty as well as a comprehensive,
efcient, and eective services
delivery system.
Results Oriented: Focusing on eec-
tiveness by measuring our success based
on the outcomes in peoples lives, devel-
oping a single system to track results, and
investing in programs that work.
Market Based: Using market principles andtools to express the social and economic value
that poverty reduction generates, to incentivize
private investment in poverty reduction, and to
oster a consumer services model that encourages
choice and greater access to opportunities.
In short, these objectives are aimed at efciency, eective-
ness, and value in poverty reduction and have at their center
the individual person.
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8 | CHARITIES USA
Eciency
Te current service delivery system or low-income
Americans was designed decades ago in the era o
carbon paper and vacuum tubes. Eective at the
time, it supported our nation in cutting poverty
in hal rom 22 percent to 11 percent by the mid-
1970s. However, the system needs to be modern-
ized to ace the unique challenges and opportuni-
ties we encounter today, as we see record numberso people alling into poverty. Our current service
delivery system consists o many varied saety net
programs, each developed with good intentions to
meet a specic social condition. While these pro-
grams have achieved positive results, they contrib-
ute to a ragmented, program-centric approach to
assisting an individual.
Reengineering our service delivery system to take a
holistic and integrated approach to the person, who
actively participates in an individualized plan to
overcome poverty, provides the opportunities andengagement that can lead the person to sustainable
independence. In creating such a system, we will
improve services to people while achieving greater
operational efciency and better use o the limited
resources available to do this work. I we are serious
about cutting poverty in hal in this nation by the
year 2020, we must ensure that individuals engage
with a system that supports them in reaching their
ull human potential.
Eectiveness
Catholic Charities advocates or a holistic case-
management approach to poverty reduction, which
is the most eective approach in helping people
out o poverty. Tis individualized approach links
people with an array o privately and publicly-und-ed social services. Tese services vary widely in their
purposes, costs, and methods. In the past, service
providers as well as government oversight agencies
have lacked an adequate or agreed-on tool to eval-
uate these services or their eectiveness in helping
people reach sustainable independence. In the ab-
sence o such a tool, we have ocused on measuring
outputsor example, the number o meals served
or the number o shelter nights provided.
We need to develop an evaluation method or tool
that measures eectiveness based on outcomesorexample, the number o people who are no longer
hungry or homeless, the number o people who
were prevented rom alling into poverty or who
were lited out o poverty. We also need to evaluate
or cost-eectiveness and the social and economic
returns on the unds invested. As President Obama
recently pointed out in an April town hall meeting:
Reengineering our service delivery system to take a holistic and
integrated approach to the person, who actively participates in an
individualized plan to overcome poverty, provides the opportunities
and engagement that can lead the person to sustainable
independence.
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SUMMER 2011 | 9
Weve got to have a much more rigorous review
o how eective various programs are. Some work
and some dont. And i they dont work we should
eliminate them and put that money into programs
that do.
Value
Poverty reduction must yield measurable value
or the individuals and amilies who overcome pov-erty and also or communities and governments
that invest in measures to reduce poverty. For those
who overcome poverty, value should be measured
in a holistic way that takes into account more than
higher wages, but improved health, and access to
educational and asset-building opportunities. Te
value created in peoples lives should translate into
value or communities, as they become saer, health-
ier, and more prosperous. Further, reducing poverty
should also reap economic value or governments in
the orm o reduced public subsidies and greater tax
revenue as well as long-term reduction in costs asso-
ciated with social problems that are related to or ex-
acerbated by poverty.
While we as Catholic Charities center our work
on improving the quality o lie or people and
strengthening communities, based on the princi-
ples o human dignity and the common good, we
also recognize that tangible results matched with
an efcient service delivery system will promote a
more prosperous economy and nation or all.
Market-Based Approaches to Poverty
Reduction
Integrating market-based principles and tools is
one o the three poverty reduction objectives re-
ected in NOCRA. Tis concept may seem oreign
to human service providers, but in order to reducepoverty, we should engage all the tools, including
our market economy and market-based approach-
es, that can create the opportunities or individu-
als to reach their ull potential and achieve sustain-
able independence. Tis is especially important in
an economic environment where there continues to
be long term high unemployment rates and a lack
o new or sufcient job opportunities.
We believe that government can be a catalyst in the
marketplace to incentivize sustainability or human
services, investment, innovation, and new undingmechanisms to ensure that people living in pover-
ty have access to equal and expanded opportunities.
Incentivizing the market and its players in a way
that creates equal access to opportunity and sus-
tainable independence is at the center o the mar-
ket-based policy recommendations advanced in
NOCRA.
Photo: Steve Liss, AmericanPoverty.org
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What Is Poverty Reduction?
While the goal o poverty reduction is to help people move up out
o poverty, measured holistically by improved health, higher income,
and greater opportunities or education and asset-building, the
oundational principle o this eort is about helping people reach
their ull potential. Regardless o ones individual challenges and cir-
cumstances, each person should have the opportunity to reach their
individual ull potential, which, we must recognize, will vary rom
person to person. To do so, we must address the challenges and cir-
cumstances through an approach organized into three tiers o inter-
vention and support.
Tier 1: People with skills and experience but who are in need, pos-
sibly because o an unexpected lie circumstance, such as a job
loss or other loss o income, an illness, or a natural disaster. With
poverty prevention services and emergency assistance, these
people can have the opportunity to recover quickly and return
to sustainable independence, receiving support at the earliest
onset o the unexpected circumstance so that they do not have to
completely divest themselves o the assets that have kept them
independent.
Tier 2: People who lack the opportunities and skills to reach sus-
tainable independence on their own, possibly because o a lack
o access to a quality education, experience, and skill building
opportunities. Intervention strategies and supports to individu-
als in this tier may need to be more intense and delivered over a
longer period o time beore the individual can reach sustainable
independence. Each individual will not reach sustainable inde-
pendence at the same time period or with the same intervention
and support. The service delivery and public assistance system
must be fexible enough to holistically meet these unique needs.
Tier 3: People who have lie-long challenges and require support
to care or themselves. Services to people with a long-term ill-
ness, disability, or other long-term lie challenge will include on-
going support to help them meet their basic needs as well as
sustained assistance that will ensure them opportunities to reachtheir individual ull potential. Poverty reduction among this group
o people means alleviating the suering o poverty and ensuring
people a lie o dignity.n
Putting in place policies that encourage the use o market-
based strategies can strengthen sustainability or human servic-
es, which are oten vulnerable to budget cuts, as we have seen
with the recent recession. Te ederal government and nearly
every state government have aced budget crises, and services
or low-income Americans have been among the rst to be cut
or eliminated, making it more difcult or already struggling
amilies. By using the market-based strategies o measuring
outcomes, monetizing savings, and demonstrating the return
on investment, we can decrease the vulnerability o human ser-
vices to unding cuts. Tese strategies have the potential to in-
centivize providers to nd the most eective and cost-efcient
programs and to encourage policymakers to see these programs
as investments that can over time produce revenue, which canbe used to continue unding human services or be returned to
government treasuries.
Implementing policies that encourage the use o already exist-
ing innovative unding models can also create sustainable sup-
port or human services, even in times o economic downturns.
Te market-based approaches advanced in NOCRA encour-
age diversication o unding sources by inviting and incen-
tivizing the investment o private capital into human services.
Innovative tax and nancing concepts encourage individuals,
businesses, and communities to invest in individuals and pro-
mote human development while at the same time reducing theburden on already cash-strapped governments. However, invit-
ing investors into the human services arena will depend again
on the communitys ability to show the value it generates in re-
ducing poverty.
Te combined eect o these approaches will ultimately serve
the very people we are trying to help. With numerous eec-
tive services that have the resources to operate, case managers
and persons in need together will be able to choose those ser-
vices that best meet the needs o the person, resulting in great-
er access to opportunity, less dependence, and more indepen-
dence. n
Candy Hill is senior vice president or social policy and
government afairs
10 | CHARITIES USA
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In the 100 years that Catholic Charities has been serving
people living in poverty, we have consistently advocated
or greater support or the poor because we know by our
aith that it is the right and moral thing to do. We have
also appealed on the principle o the common good, that we all
benet when the good o all is sustained and preserved. Both othese concepts deeply motivate us to do what we do. Tey do
not, however, motivate others in the same way. In these times,
as Fr. Snyder, points out, we must be able to make an econom-
ic argument or why what we do matters.
Increasingly, Catholic Charities agencies and other services
providers are nding ways to measure and communicate the
social impact they are having in their communities and the
value o their programs in more economic terms, whether it is
to advocate or an eective and cost saving strategy, to show the
value an agency brings to a community, or to communicate the
impact o proposed unding cuts.
Making Economic Sense
Fr. Ragan Schriver, head o Catholic Charities o East ennessee
in Knoxville, N, has been very involved rom the beginning
with his citys ten-year plan to end chronic homelessness. With
a strategy built around dignity and best practices, the plan
is premised on the nding that what a chronically homeless
person needs rst and oremost, beore any other service can
be eective, is a home.
Making the Economic ArgumentMeasuring Our Impact in Economic Terms
When the moral argument and the common good argument do not work,then we need to make the economic argument. It is not our strength.
We must change that.
Rev. Larry Snyder, president o Catholic Charities USA
SUMMER 2011 | 11
Photo: Steve Liss, AmericanPoverty.org
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12 | CHARITIES USA
Under the plan, Fr. Ragan and others have set out
to build more permanent supportive housing acili-
ties in Knoxville. But they oten run into obstacles
in nding sites to build on.
Because this kind o housing is congregate housing,
we run into a lot o NIMBY (Not In My Back Yard)
attitudes, said Fr. Ragan. Many residents do not
want these housing programs close to their homes
and neighborhoods. Knowing that an appeal to
compassion, human dignity, and best practices may
not change their minds, Fr. Ragan has gathereddata to show how permanent supportive housing is
a benet to the community.
For one o his agencys supportive housing projects,
Fr. Ragan went beore the city council to ask or
zoning changes that would allow them to build. He
came with an arsenal o data showing how perma-
nent supportive housing saves taxpayer dollars. He
and others calculated that emergency room visits,
arrests or loitering and public disturbances, jail
stays, meals rom soup kitchens, and overnight stays
in shelters or one chronically homeless person cost
ennessee taxpayers $43,000 a year. Te cost o per-
manent supportive housing or one person per year
is estimated at $17,000, a huge reduction in costs.
I made three arguments that dayone about best
practices, one about being a Good Samaritan, and
one about cost savings, said Fr. Ragan. Te costsavings argument was the clincher. Te city coun-
cil passed the zoning change request, and Catholic
Charities was able to move orward in building its
supportive housing.
Fr. Ragan, who also teaches on evaluative research
in the social work program at the University o
Photo: Steve Liss, AmericanPoverty.org
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SUMMER 2011 | 13
ennessee, sees the writing on the wall. More and more, it is im-
perative that we show how our programs make economic sense.
We need to use the logic model to make our case.
Leveraging Up
In 2010, the leaders o the our Catholic Charities agencies
in KansasJan Lewis, Karen Hauser, Cynthia Colbert, and
Deborah Snappcame together to look or a way to leverage
each others contributions as an advocacy tool. Even though
they serve separately in disparate communities, they have a
statewide impact, serving people in need in all parts o the state,engaging volunteers and donors, employing people, and lever-
aging community dollars.
We wanted to nd a way to make our voice heard, to show our
impact on the lives o Kansas citizens and to reect a larger con-
stituency o donors and volunteers, said Jan Lewis, executive
director o Catholic Charities o Northeast Kansas. We elt we
could tell a bigger story together than we could by ourselves.
Jan and her colleagues pulled together a joint impact report, a
two-page aggregate summary o their agencies contributions
to their communities and the state. Tey drew their data rom
the Catholic Charities USA Annual Survey, and each agency
provided a story reecting the successes o their programs.
During the Centennial Gathering, Jan, Karen, Cynthia, and
Deborah visited their members o Congress as a delegation and
delivered the report. Since the gathering, they have produced
a report each quarter, which they have sent to their state and
ederal legislators.
Te reports detail the services that the Kansas agencies provide,but also the economic value the agencies are generating. Te
number o volunteers we engage is impressive. We cant aord
to hire more people, so rom a cost-eectiveness standpoint,
we wanted to leverage up our volunteers, over 1100 a month,
and show how many people we can engage, said Jan. Te
report also details how much money the our agencies lever-
age rom the community and other sourcesor each dollar in
state grant unds, the agencies leverage our additional dollars.
Emergency room visits, arrests or loitering and public disturbances,
jail stays, meals rom soup kitchens, and overnight stays in shelters or one
chronically homeless person cost Tennessee taxpayers $43,000 a year.
The cost o permanent supportive housing or one person per year is
estimated at $17,000, a huge reduction in costs.
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14 | CHARITIES USA
Relationship building is really the end goal. We know our leg-
islators are acing tough decisions. We want to be a resource, so
that they can know the impact o legislation on people, said
Jan. Te reports are also intended to build bridges with busi-
ness people. We want to get businesses involved in what we
are doing, but we have to speak their language, we have to show
the value we provide in a way business people understand.
Jan is pleased with the result so ar. At our recent visit with our
new senator, his sta asked, Are you the people that have been
sending these reports? Because we heard you. We get it.
Showing Fiscal Consequences
In the recent 2011 ederal budget showdown in Congress, the
Corporation or National and Community Service, a ederal
agency that unds several nationwide volunteer programs, was
on the chopping block. I this agency was eliminated, ederal
unding would be eliminated or the Senior Companion pro-
gram, which engages low-income senior volunteers in provid-
ing assistancesuch as grocery shopping and errands, trans-
portation, light housekeeping, and companionshipto rail
and homebound low-income seniors so that they can stay in
their homes. Te volunteers receive a small stipend, whicheases the strain on their own tight incomes.
Kathleen Donnellan is executive director o Catholic Charities
o Southwestern Ohio. Her agency has a senior companion
program unded with state and ederal dollars, and she knows
how the program improves quality o lie or both the senior
companions and the seniors they serve. But knowing that
Congress as well as Ohios legislature had (and still have) tough
decisions to make, she elt it was important that her state and
ederal legislators understand the economic impact o cuts to
the senior companion program.
Its much less expensive or a person to live in their own home
than in a nursing home, said Kathleen. I rail and sickly
low-income seniors are unable to unction in their own homes,
they are admitted to nursing homes, with Medicaid bearing
the ull cost.
Kathleen and the director o the senior companion program,
Dave Mickelson, crunched some numbers and ound that
or every month a low-income Ohio senior served by a senior
companion stays in his or her home, $4,307 in cost savings
to Medicaid is generated or the state o Ohio and the ederal
government.
Kathleen and David presented this inormation to their state
and ederal legislators. We wanted to show what would happen
i the program were cut. In this case, it was very easy to show
what the loss o the services would result in. Both the state and
ederal government would see a signicant and almost instan-taneous rise in Medicaid costs.
Kathleen hopes the inormation they presented had an impact.
In any case, the Corporation or National and Community
Services was preserved in the 2011 ederal budget, as well as
nearly all o the unding allocated or the senior companion
program. n
For every month a low-income Ohio
senior served by a senior companion
stays in his or her home, $4,307
in cost savings to Medicaid is generated
or the state o Ohio and the
ederal government.
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SUMMER 2011 | 15
hrough the National Opportunity and Community
Renewal Act (NOCRA), Catholic Charities USA is
promoting results-oriented and market-based ap-
proaches to poverty reduction. Tese approaches
can help us identiy the best poverty reduction programs, not
just in how they benet the individual, but in how they ben-
et society.
Tere are a number o ways to measure benet, both qualita-
tive and quantitative. In line with a market-driven approach,
NOCRA is specically pushing one kind o measure: cost bene-
t analysis. Te bill as it is now written requires that each o the
ten community pilots calculate the program cost-benet ratio
or each program under [their local plan,] which shall be the
ratio o(1) the cost o the program measured by dollars; over
(2) the benet o the program expressed in dollars. Expressing
the benet o a program in dollars (monetizing) is necessary to
assessing the programs cost eectiveness. Knowing the cost
benet ratio o a program can help determine its value as part
o a larger strategy to reduce poverty. Te most cost-eective
strategies ensure that we get the most bang or our buck.
I you take cost eectiveness a step urther into a social enter-
prise investment ramework, youre looking at the principle o
social return on investmenta measure o the nancial bene-
t you gain or the money you invest. Tis principle is becom-
ing increasingly salient to many state and ederal legislators as
they contemplate the nearly $1 trillion our nation spends each
year on saety net and social programs.
Social return on investment is a vehicle to account or social
impact in ways that are more tangible than others, says KimAltar, managing director o Virtue Ventures, LLC, an interna-
tional social enterprise consulting rm. Most leaders o non-
prots and social enterprises want to see i they are making an
impact in peoples individual lives. Teir investors (which can
be donors, taxpayers, sponsors, and private contributors) want
to see that impact in quantiable ways. Tey want to see how
the money they have invested is creating value.
Understanding Social Returnon InvestmentWhy Thinking Like a Social Enterprise Can Help Us
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Alter notes that in the United States, we have tools readily avail-
able to monetize the value o social programs. We can calculate
the costs associated with incarceration, recidivism, substance
abuse, unemployment, teen pregnancy, lack o a high school
diploma, and other social problems, and then calculate the eco-nomic value o programs that prevent or resolve these prob-
lems, with the result o reducing government expenditures.
Tat being said, this kind o measuring is challenging.
Nonprots are oten unaccustomed to measuring social returns
in business terms. Add to that the acts that social returns are
oten difcult to measure; that nonprots may have insuf-
cient unds or inadequate time, skills, and systems or measur-
ing social return; and other business issues may overwhelm the
social objectives o the organization.
Calculating social return on investment depends on dening atthe outset the social and economic value you intend to create
such as decreased public assistance, or money leveraged, or jobs
createdas well as the indicators that can be measured to show
that value. It also depends heavily on measuring program out-
comes, which or many nonprots is daunting.
Outcomes measurement is hard, especially in programs that
are trying to change behavior. Tat change is hard to capture.
And measuring tools are oten ocused on short-term goals that
dont really measure the long-term impact o transormative
change. But it can be done well, says Alter.
Te upside o measuring outcomes is that providers can cap-
ture valuable data to help them improve their programs. With
the inormation youve gained, you can compare your pro-
grams and gure out why one program is better than another,
says Alter. Youll get more or your money, and it will also help
in tapping into new resources.
Alter has seen nonprots become much more eective by in-
tegrating business processes and strategies. She does acknowl-
edge, however, how challenging these ideas can be to many
mission-based nonprots, who are not accustomed to think-
ing like social enterprises or or-prot businesses. For some,
there is a cultural disdain or business approaches. Tere is
this idea sometimes that business is evil and charity is good.
But business is not evil. Its just a tool. What matters is how
you use it. n
Measuring Social Return on Investment
Catholic Charities agencies and other nonprots have been very good at
measuring social impact when it comes to our output. We measure the
services rendered and the number o people served, and those are im-
portant numbers because they indicate the scale o our work and the
scale o peoples needs. We are less skilled, however, in measuring the
outcomes o our programs, especially the long-term impact were having
in peoples lives, and beyond that the impact o our programs on the com-
munity or the nation. For example, what is the economic impact o a or-
merly homeless and nancially unstable amily in need o public assis-
tance coming out o a transitional housing program with greater earning
potential, improved nances, better personal and amily unctioning, and
no need or public assistance? Or what is the economic impact o an
agencys ability to engage volunteers to provide social services? Or how
many jobs does an agencys social enterprise venture create?
Social Impact and Social Return
Measuring social impact entails measuring both the qualitative and
quantitative impact o a program or enterprise. One way to measure quan-
titative impact is to measure the social return on investment, which mea-
sures the social value the social enterprise creates in nancial terms as
a ratio o the investment.
Social Return on Investment Measures
There are a number o ways to measure social return o invest-
ment, based on the mission o an organization. Consider the ollowing
examples:
Job created = cost savings on public assistance Fair wages = increase in taxable income
Income-generated by enterprise = savings to donor
Enterprise prot = investment money for other social programs
Social Return on Investment Formulas
There are also dierence ormulas or guring dierent kinds o social
return on investment. For example:
Economic impact = public assistance savings + earned income
program costs
Return to taxpayers = reduced government funding + increased tax
payments program costs
These are just some very basic ways to measure social return on invest-
ment. In recent years much more has been done in impact measurement,
with some very good examples coming rom nonprots across the human
service spectrum. For more examples and resources, visit www.virtueven-
tures.com, www.red.org, or www.blendedvalue.org. n
Resource: Kim Alter, Measuring Social Return for Social Enterprise
(PowerPoint presentation), October 2003.
16 | CHARITIES USA
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SUMMER 2011 | 17
win Cities RISE! (CR!) is a Minnesota nonpro-
it dedicated to alleviating chronic poverty. CR!
works primarily with people whose amilies have
been poor or generations, most with a history o
homelessness, poor job histories, low academic achievement
and criminal convictions. Ater an intensive year-long ocus on
remedial education, skills training, coaching, internships and
personal empowerment (in other words, transormation into
accountable and hopeul human beings), graduates are placed
in jobs that pay an average o $25,000 annually plus benets,
an annual increase o almost $20,000 rom the time they enter
the program. One- and two-year job retention averages are 82percent and 73 percent, respectively.
Tese long-term outcomes create the economic value that en-
abled CR!, with the help o economists Arthur Rolnick and
Gary Stern o the Minneapolis Federal Reserve Bank, to ap-
proach the state o Minnesota to develop the pay-or-per-
ormance model that it employs today. In 1995, the state o
Minnesota determined that each time a person is placed in a
job that pays more than $20,000 annually with health benets,
a job that is at least a $10,000 improvement in their income,
the state gains $3,800 per year rom increased tax revenue and
lower subsidy payments. Te discounted present value o these
uture benets over 15 years was calculated at $31,000. CR!
is paid a perormance payment o $9,000 or each individu-
al placement, and another a year later i the person is still em-
ployed in a job thats at least as good. CR! shares the econom-
ic value that its programming creates or the state and takes all
the risks; there is no payment or ailure. Since 1997, when it
was rst enacted, the state o Minnesota has enjoyed a return o
$7.24 or each dollar paid to CR! Tats a 624 percent returnon its investment.
win Cities RISE! was ounded by Steven Rothschild, a ormer
executive at General Mills. When he let the company in 1990,
he wanted to start his own business, but got sidetracked into
a much dierent venture. He observed the huge barriers or
poor black men in his community in overcoming poverty and
making something o themselves, and it got him thinking.
win Cities RiseAn Example in Monetizing and Rewarding Social Value
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18 | CHARITIES USA
I thought about the average young black 23-year-old male ip-
ping burgers at McDonalds. He was a high-school dropout.
Hed done time in prison. He had athered a ew children. He
might be homeless, said Rothschild. Where could he go rom
there? What i he wanted to do something with his lie? Who
was there to help him?
Rothschild started doing some research. He called community
colleges, job training programs, and government agencies, and
what he ound unsettled him. Tere really were no programs
that he ound that could take that challenged 23-year-old black
man rom right where he was and help him develop into a pro-
ductive, responsible member o society.
No one wanted to invest in poor black males. oo much risk,
said Rothschild. But I saw that as long as no one invested
in poor black males, poor black women and children would
remain poor as well.
Rothschild did more research and began developing a pro-
graman intensive, multi-aceted, cognitive learning pro-
gramthat would change lives. And with his own money and
the contributions o like-minded riends, Rothschild started
win Cities RISE!
From the start, Rothschild knew the program had to be suc-
cessul and that he had to nd a way to prove not just its
social value but also its economic value, otherwise he would
never be able to attract state dollars to keep the program going.
Drawing rom his experience in business, he applied the con-cept o return on investment to his new social enterprise and
developed a way or measuring the economic value CR! could
providethe value o a man working in a good job with health
benets, whose need or public benets was reduced and whose
ability to contribute to the tax base was increased.
Combining an eective program with a way to measure the pro-
grams economic value led to the state o Minnesotas unding
o the program, though not in the usual way with grant money
up ront. Te pay-or-perormance arrangement certainly put
the burden o proving eectiveness on CR!, but it also cong-
ured perormance payments in such a way that CR! retained a
good percentage o the public savings it generated.
While nonprots assume more risk in this scenario, they have
the potential to earn considerably more nancial support
than under current (and uture) state spending plans, said
Rothschild. Tats a prospect that high perormers should
relish.
Rothschild believes that many nonprots already generate eco-
nomic value. CR! is not unique in its ability to generate
economic value rom the social good it perorms. Any social
enterprise whose quality programming creates incremental
tax revenues and/or reduces public subsidies in the short to
medium term could create high returns or the state and pay-ments or itsel. Examples include workorce and drug treat-
ment programs, health care, subsidized housing and higher ed-
ucation, among others. Some nonprots are doing it already;
they (and the government) just dont know it because returns
arent being measured or captured by the state.
With orecasts o tight state and ederal budgets or years ahead,
nonprots receiving government dollars or social programs
will increasingly have to prove their eectiveness and illus-
trate not only the social value but the economic value they pro-
vide. CR! provides a model worth consideration or Catholic
Charities agenciesnot only in developing eective programsthat improve peoples lives but in illustrating how government
investments in social programs are paying o. n
From the start, Rothschild knew the program had
to be successul and that he had to fnd a way to prove
not just its social value but also its economic value,
otherwise he would never be able to attract statedollars to keep the program going.
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Decit reduction is one o the top priorities in
Washington these days. Comprehensive plans to
cut spending over the next decade and reduce
the decit are prolierating, and in many o the
plans, government-unded programs that serve low-income
Americans are among the rst programs to be cut. Cash-
strapped states have already made drastic cuts to programs that
serve low-income residents and likely will not be in a position
to increase spending or years to come, especially as Medicaid
costs rise.
In this budgetary context, Catholic Charities USA introduced
the National Opportunity and Community Renewal Act(NOCRA), which, in short, proposes a pilot projecta ve-
year ten-community experiment in reducing povertythat is
designed to change both how the nation delivers poverty ser-
vices and how we und poverty reduction programs. Given the
current budget challenges, CCUSA developed additional strat-
egies or unding this project than just asking the government
to write a check or develop whole new sections o the tax code
to benet the project. NOCRAs developers looked at existing
nancial tools in the tax code that could be adjusted to gener-ate at least some o the unding needed to support the project.
Here is some o what they proposed in the legislation:
1. Community Renewal Bonds: Te passage o NOCRA as
it is now written would authorize the national body over-
seeing the pilot project, the National Opportunity Board,
to sell $50 million o 7-year term, U.S. reasury bonds
with a guaranteed coupon, guaranteed by the U.S. govern-
ment. Funds raised rom the bonds would be distributed
by the National Opportunity Board to the ten commu-
nities participating in the pilot. Te bonds would reduce
ederal unding requirements and generate public undingo poverty reduction programs by incenting local partic-
ipation, including individuals, businesses, and banks, to
purchase the bonds to invest in their communities. With
reduced poverty among amilies and individuals, govern-
ment subsidies to poor individuals would decrease and tax
contributions would increase, generating the returns that
would enable the government to repay the bonds.
SUMMER 2011 | 19
Funding Poverty ReductionIn A New WayC om mu nityR en ew alB ond san d axIn cen tive sCommunity Renewal Bonds and Tax Incentives
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20 | CHARITIES USA
2. Community Renewal Contributions: o en-
courage individual donors to support the pov-
erty reduction pilot project, NOCRA would
adjust tax laws to allow donors to claim 120
percent o contributions to the pilot on their
ederal tax returns. Further, the percentage o
allowable contributions in relation to ones ad-
justed gross income would be raised rom 50
percent to 75 percent, meaning that a person
could contribute up to 75 percent o their ad-
justed gross income and still receive the ull de-
duction. For corporations, the limit would beraised rom 5 percent to 15 percent. Te local
boards created under NOCRA would set spe-
cic criteria and select qualied non-prots to
receive Community Renewal Contributions.
Tis would have the eect o incenting donors
to channel unds to qualied non-prots that
are participating in NOCRAs poverty reduc-
tion programs.
3. New Market ax Credit: Te New Market ax
Credit (NMC) currently awards tax credits to
projects that develop and construct acilities
that provide community benets. Many times,
these projects are joint ventures comprised o
a developer and an investor who contributes
unds in exchange or tax credits, typically re-
sulting in the development and construction o
acilities that provide a community benet in
poor areas. Te tax credits oset income, which
makes it attractive or investors to enter into
joint ventures with developers, some o whomwill be nonprots. Currently, the NMC is
restricted to building projects in very specic
poor geographic areas. NOCRA would expand
the NMC to cover the entire area in which
each o the ten communities participating in
the pilot project is located. Tis is expected to
generate greater participation rom the com-
munity in supporting projects necessary to the
success o the pilot project.
Photo: Steve Liss, AmericanPoverty.org
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An Experiment in Funding Poverty Reduction
While these proposals will likely be modied in the nal legis-
lation, CCUSA is determined to preserve these unding tools.
Why? Because how we und poverty reduction is an integral
part o the experiment. In other words, as much as NOCRA
is an experiment in identiying, developing, and elevating the
best poverty reduction strategies, it also is an experiment in
unding poverty reduction in a new way that is less dependent
on government unding and, as a result, less burdened by gov-
ernment regulations.
Te tools CCUSA has proposed essentially bring outside unds
into poverty reduction, relieving governments o at least some
o the cost burden. ax incentives will encourage individuals
and businesses to contribute private unds to poverty reduction
causes, and selling Community Renewal Bonds will provide
substantial unds rom investors. Te government will be able
to repay these investors as it experiences both substantial sav-
ings and earnings rom poverty reductiondecreases in public
subsidies, increases in tax revenues, and a multiplier eect to
the economy as assisted individuals earn more money.
Tis is really about unding poverty reduction in a whole dier-
ent wayby reducing dependence on government unds and
incenting greater participation by communities, said Keith
Styles o Arent Fox LLP in Washington, DC, who helped drat
the NOCRA legislation. Te increased involvement o the pri-
vate sector in the unding mechanism should result in more e-
cient and eective poverty reduction programs administered
at the local level by people with direct knowledge o the pov-
erty challenges in their communities. In turn, by reducing the
number o people living in poverty and helping them become
economically productive citizens, NOCRA should produce
both savings to government and increased tax revenues. We are
condent that both the private and public sectors will benet
nancially rom NOCRA.
Once the pilot project identies the most eective and efcient
programs or reducing poverty, those programs will be rolled
out or implementation nationwide. While NOCRA puts the
burden on local nonprots to implement highly eective pro-
grams, it also ensures that high-perorming programs will con-
tinue to be well unded, which will enable them to continuemaking a lasting dierence in the lives o Americas poor.n
The tools CCUSA has proposed essentially bring outside
unds into poverty reduction, relieving governments
o at least some o the cost burden.
SUMMER 2011 | 21
As much as NOCRA is an
experiment in identiying,
developing, and elevating the best
poverty reduction strategies, it
also is an experiment in unding
poverty reduction in a new
way that is less dependent on
government unding.
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22 | CHARITIES USA
Members o Congress have bud-
gets on the brain. Even though the
2011 budget impasse was resolved,
Congress is still very much ocused
on budget and decit issuesraising the debt ceil-
ing, approving the 2012 budget, and putting in
place a long-term decit reduction strategy. So it
might seem that this is not the best time to rein-
troduce the National Opportunity and Community
Renewal Act (NOCRA). But thats not the case.
Poverty reduction needs to be a part o the discus-
sion on budgets and decit reduction.
CCUSAs social policy team is working to have
NOCRA reintroduced in Congress. Several sen-
ators are interested in sponsoring the bill, and as
things now stand, the bill will be reintroduced in
the Senate with minor changes by June 1. At that
point, the bill can be sent to the Congressional
Budget Ofce to be scored, a process that esti-
mates the cost and scal impact o the bill. Te bills
score will be necessary to uture negotiations.
Introduction in the House o Representatives will
come a bit later, ater CCUSA has nalized a coali-
tion o engaged partners which will ormally make
recommendations to improve the policy recom-
mendations as the legislation continues to advance.
Te coalition, which is now being put together, will
include diverse organizations that represent those
working on public policies that serve the poor and
representatives o state and local governments, busi-
ness, philanthropy, and education who agree to
work on innovative ideas and policy proposals to
advance poverty reduction. With a broader base o
people and organizations working together to de-velop the most innovative and eective programs
and policies with the best outcomes, CCUSA ex-
pects NOCRA to be a strong engagement tool in
advancing these ideas in the House. Te coalition is
expected to be nalized by late June.
Moving Forward with the NationalOpportunity & Community Renewal Act
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SUMMER 2011 | 23
Capitol Hill Advocacy Day
On April 12, about 50 diocesan directors and local agency sta
members went to Capitol Hill to discuss NOCRA with their
members o Congress. Te message was well-received, and
it was because Catholic Charities advocates understand the
budget constraints we as a nation now ace.
Te message o our diocesan leaders was well received.
Reemphasizing the commitment to advocate or the least
among us and to ensure that they do not disproportionally bearany cuts that are proposed, diocesan directors advanced the
conversation, presenting their stories and ideas or greater ef-
ciency and eectiveness without cutting services to those most
in need, said Hill. Recognizing the tough choices that will
need to be made, we want to ensure that our network is at the
table providing inormation, insight, and policy that will pro-
tect those we serve while looking or efciencies and eective-
ness that address the challenges we ace as a nation.
CCUSA is engaged now in signicant ollow-up to those visits.
Members o Congress and their stas have asked or more
meetings, more details, and a deeper conversation about theproposed policies and innovative ideas. We are very pleased by
that, said Hill. Some diocesan directors were actually quite
surprised that Congressional sta members were ollowing up.
Hill again asserts the importance o NOCRA as a mechanism
or promoting policy ideas. We are looking or places we can
advance ideas orward, and we will continue. Tis is not a
short-term strategy. Tis is a commitment that began when we
launched the Campaign to Reduce Poverty in 2007. n
NOCRA as a Tool
While NOCRA moves orward, Candy Hill, CCUSAs senior
vice president or social policy and government aairs, reminds
us that we should look at NOCRA as a tool to advance policy
ideas on poverty reduction into the legislative process and to
engage other diverse partners and our network. Te ideas pro-
posed in NOCRA were gleaned rom Catholic Charities agen-
cies, community organizations, and local governments through
the Centennial Leadership Summits during 2009 and 2010.
Te passage o NOCRA is not the endgame, and we are not
under the illusion that the bill will pass as it is, or that it will
pass as a complete bill, said Hill. All bills get negotiated. Most
oten they do not pass in their original orm. Some pieces o
the legislation may have to move orward through dierent
mechanisms. Te point to remember is that NOCRA is a tool
to rame the debate, to start the conversation, to get across our
ideas about poverty reduction.
CCUSA continues to engage with the Administration through
the Faith-based and Neighborhood Partnerships Ofce and the
Domestic Policy Council to advance poverty reduction strate-gies, and expects to expand conversations with the cabinet sec-
retaries o the departments that oversee saety net and public
assistance programs. CCUSA is also expanding and strength-
ening partnerships with those that are willing to commit to
developing innovative poverty reduction policies and to reach
out to elected ofcials at the state, county and city level across
the country.
The passage o NOCRA is not the
endgame....NOCRA is a tool to
rame the debate, to start the con-
versation, to get across our ideas
about poverty reduction.
Photo: Troy Zeigler
Let to right: Rev. Larry Snyder; Bill Jones, executive director o Catholic
Charities, Diocese o Covington (KY); Congressman Geo Davis (R-KY); and
Steve Bogus, executive director o Catholic Charities o Louisville.
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24 | CHARITIES USA
Join your Catholic Charities colleagues and partners rom
across the country at the single event ocused on the
unique needs o our network.
With a keynote address rom Colleen Barrett, president
emeritus o Southwest Airlines Co, the opportunity to celebrate
Mass with over 500 colleagues at St. Patricks Cathedral, time
and space or networking, and over 30 unique workshop oppor-tunities, attendees will head home invigorated, motivated, and
inspired with the national mission o Catholic Charities and the
breadth and scope o our network.
Engage in our national work to reduce poverty in
America
On Sunday and Monday o our gathering, we will con-
vene the rst annual national Poverty Summit, conven-
ing the national community to advance the work o pov-
erty reduction. Tis summit will continue to inspire active
participation in a national movement to reduce poverty in
America, to re-imagine the way America addresses pover-
ty, and to identiy, design, and implement innovative and
measurable strategies towards our common goal.
Participate in issue specic workshops
Over 30 workshops and breakout sessions will be oeredMonday through Wednesday ocusing on broad topics
such as business ventures, sustaining programs, peror-
mance measurement, branding and communications, ad-
vocacy, board development, and unding opportunities,
as well as critical issue areas such as adoption, housing, -
nancial literacy, and immigration. Workshops will present
best practices, share replicable programs, and discuss the
unique needs o Catholic Charities agencies.
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SUMMER 2011 | 25
Reect on your spirituality
Te Annual Gathering and Poverty Summit will kick
o on Sunday aternoon with an opening liturgy at St.
Patricks Cathedral, ollowed by daily morning liturgies
in the hotel with dierent celebrants rom across our net-
work, and an ecumenical prayer service will closing the
Poverty Summit on Monday aternoon.
Network with colleagues rom across the country
On Monday evening, you will have the night on your
own to dine with colleagues, explore Sundance Square,
and continue the conversations rom the day. On uesday,
Proessional Interest Section members will have time to
meet over lunch to delve deeper into specic topics and
interest areas.
Explore what works at Catholic Charities o the
Diocese o Fort Worth
On uesday aternoon, Catholic Charities o the Diocese
o Fort Worth will throw open its doors, giving attend-ees the chance to explore some o its most successul pro-
grams. o keep these sessions interactive, space is limited
or each site tour.
Enjoy a lively country evening at Billy Bobs exas
Honky onk
For an additional ee o $50, attendees can hit the town
on uesday night, taking a bus to the historic Fort Worth
Stockyards or a special cattle drive just or our attendees.
Ater the cattle pass you by, ollow the signs to Billy Bobs,
the worlds largest honky tonk, or a night o great ood,
drinks, games, live music, and maybe a little dancing! n
Exploring What WorksCatholic Charities, Diocese o Fort Worth Program Tours
Financial Stability Services
Experience Fort Worths Financial Stability services by ollowing
a clients experience rom frst contact with Central Intake to
Financial Assistance to Financial Stability services, which help
clients build assets and make good decisions to avoid uture
need or fnancial assistance.
Business Venture Services
Learn about the history, purpose, strategy, vision, and strug-
gles o the agencys social business ventures: Translation and
Interpretation Services and WORN.
Childrens Assessment Center
Tour the Childrens Assessment Center, learn the advantages o
an assessment center vs. emergency shelter, and take part in a
discussion o issues such as shelter case management, social
work in the shelter environment, stafng a 24-hour shelter, and
coalition building in the community.
HOMES (Housing Opportunity Model or Empowerment
and Stability)
Get an in-depth understanding o this model program that works
in partnership with city government to address chronic home-
lessness as well as situational homelessness or amilies, in-
dividuals, and those re-entering society rom prison. Discuss
street outreach services, the diering models or dierent pop-
ulations, and operational issues, such as housing vouchers vs.
master-leases.
CASA Housing
Tour the CASA housing acilities or seniors and people with dis-
abilities and get an overview o the qualifcations, leasing pro-
cess, and social services and activities oered to residents.
An Innovative Development Ofce
Learn the strategies o a mission-based undraising model, ex-
perience a Catholic Charities 101 Lunch & Learn, and discuss
issues such as und development ofcers, parish relations, vol-
unteers, and grant writing.nPlease join the Catholic Charities network at our Annual
Gathering and Poverty Summit. View the ull schedule and
register online at www.CatholicCharitiesUSA.org/gathering
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26 | CHARITIES USA
VolunteerCongratulations rom Catholic Charities USA to our 2011 Volunteer o the Year Finalists!
Volunteers nationwide make an invaluable contribution to the Catholic Charities move-
ment. Collectively, local Catholic Charities agencies rely on more than 260,000 volunteers
each year to serve nearly 9 million people o all aiths and diverse needs.
Catholic Charities USAs 2011
o the Year Finalists
Libba ClaudeCatholic Charities Brooklyn and Queens
Libba Claude o North Salem, NY, volunteers her time and resources to the hundreds o amilies who ben-
et rom The Childrens Center, operated by Catholic Charities Brooklyn and Queens, at the Bedord Hills
Correctional Facility in Bedord Hills, NY. The Childrens Center is a unique model program that unites children
with their incarcerated mothers. Libbas service to The Childrens Center began more than teen years ago,
when she rst volunteered to drive children back and orth to the Bedord Hills Correctional Facility so that
they could enjoy visits with their mothers, who were oten serving long sentences. Soon ater, she became a
childrens advocate, acting as a liaison between an incarcerated mother and the various entities that impact
her child, such as guardians, schools, hospitals, social workers, social service agencies, and the amily court
system. Through the years Mrs. Claude has kept children and their incarcerated mothers closely connected, de-
spite the physical separation imposed by their circumstances.
Theresa MeursCatholic Community Services of Western Washington
Theresa Meurs of Bellingham, WA, is dedicated to the homeless. Eight years ago, she joined another volun-
teer to wander amidst the homeless in her community and oer sandwiches and warm gloves. That min-
istry has grown into the Hope House Street Outreach, a homeless eeding program o Catholic CommunityServices Northwest (CCSNW), a regional agency o Catholic Community Services o Western Washington.
Theresa is now the volunteer coordinator o the Hope House Street Outreach Program, and every Thursday
evening, she and two vans o volunteers depart rom Hope House loaded with homemade lunches, warm
clothing, blankets, and a lot o love! Theresa truly sees the ace o Christ in each person she ministers to.
With love, she oers them a voice and a riend to talk to. She has been responsible or several homeless ad-
dicts getting o the streets and getting clean.
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SUMMER 2011 | 27
Jody OConnorCatholic Charities, Archdiocese of Chicago
Catholic Charities, Archdiocese o Chicago, hosts a nightly supper ve days a week or 130 hungry and home-
less clients. Jody OConnor of Wilmette, IL, owner of Jody OConnor Photography and Board of Advisors member,
has been coming to the supper on Tuesday nights or nine years. During that time, she has been working on a
unique idea called Ater Supper: Visions o My Lie, a photo project that allows the dinner guests an oppor-
tunity to express themselves creatively rom behind the camera lens. The project combines art with social ser-
vices to give the clients a sense o normalcy, a means o expression, a development o talent and skills, and
a much needed source o income. Clients are given disposable cameras to take photos with, and ater sever-
al months o training, preparation, and narrowing o photographic choices, St. Vincent Hall is transormed into
a glamorous photo gallery where their art is exhibited and sold. The proceeds generated rom the sales go di-
rectly to the artists.
Marion SlackCatholic Social Ser vices, Archdiocese of Philadelphia
Meeting Mother Teresa o Calcutta when she visited Marion Slacks hometown o Levittown, PA, 35 years ago
had a life-changing impact on Marion. It resulted in her founding of a food assistance ministry called Marys
Cupboard, a ministry that has worked in collaboration with Catholic Social Services o the Archdiocese o
Philadelphia or 25 years. What began small in her own parish blossomed to involve ten Catholic parishes andlocal churches which donate ood or unds monthly. Marion began the ministry with her husband Donald, but
now has 61 active volunteers whom she coordinates, most serving a ew times each month. They pick up and
deliver donated groceries rom churches or supermarkets; receive, sort and stock ood items; and prepare in-
dividual boxes o ood to provide amilies in need enough meals and supplies or a week. Thanks to Marion,
Marys Cupboard provides meal packages to over 1500 amily households per year, totaling an estimated
78,000 meals annually.
Donna UseldingCatholic Charities, Diocese of Fort Worth
In the four years she has been volunteering at Catholic Charities in Fort Worth, TX, Donna Uselding has become
a dedicated advocate or the reugee community. She rst started as a mentor or a Burmese amily, then she
beriended another reugee amily, and soon was working with an entire apartment complex o reugee ami-
lies. She teaches weekly ESL classes, tutors kids with homework, helps families complete Food Stamp and
Medicaid applications, transports people to and from Catholic Charities Immigration Services, helps people
nd employment or get a drivers license, provides transportation to doctors appointments, and so much more.
Most recently, Donna got elderly reugee women involved in Catholic Charities new business venture named
WORN, which hires women to knit scarves, pays them a living wage, and sells the scarves to local boutiques to
bring awareness to reugees in the community.
Nancy Zabawa
Catholic Commission of Summit County, Diocese of Cleveland
Nancy Zabawa o Doylestown, OH, exemplies all that Catholic Charities stands or in empowering people to
move out o poverty and advocating or the most vulnerable in our society. Nancy not only volunteers with the
Catholic Commission o Summit County, in the Diocese o Cleveland, but personally mentors people in pover-
ty, helping them help themselves. Ater studying the CCUSA document, Poverty and Racism, she put together
a committee to study these issues and worked with the Diocesan Arican American Ministry Oce to look at
the particulars o racism and how it keeps people in poverty. From the committees work, Nancy developed and
brought to reality a retreat ocused on racism and poverty. She also developed a detailed manual or parish-
es or other groups to use in conducting that same retreat. With the committee, she has studied many poverty-
reduction programs and made connections with parishes and the larger community to bring together people
interested in helping. As a result, the agency now has mentors in its Bridges Out o Poverty Program and more
people aware o the need or mentoring. n
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28 | CHARITIES USA
Volunteer
Catholic Charities USAs 2011
o the Year
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For more than 15 years, Mike Schuette of Breese, IL, has
supported the work o Catholic Charities o Southern
Illinois (CCSIL). During the last ten years, he has served
as chair of the CCSIL Board and for the last fteen years
as the chair of Poverty Services, a volunteer-run agency of CCSIL
that helps people overcome barriers to gainul employment and a
lie ree rom poverty. One o those barriers is illiteracy.
In his early 20s, Mike started teaching prison inmates to read. A
shockingly high number o them could not read well or at all, no
doubt a contributing actor to their being incarcerated. When he
saw his rst success with an inmate, he was lled with an un-
quenchable hope. The inmate was elated because he knew he
could do it. And it really red me up because I knew it could be
done. That hope has inused his volunteer work ever since.
Ater decades o volunteer literacy eorts, Mike brought his pas-
sion or helping inmates learn to read to his volunteer work or
Poverty Services at CCSIL. As volunteer chair of Poverty Services,he linked the agency with a statewide group to lobby or legisla-
tion that would require literacy programs in all of Illinoiss prisons.
He also worked to engage more volunteers in tutoring, which suc-
ceeded somewhat, but not without problems, notably the prob-
lem o getting tutors past security in the prisons. Then with a fash
of inspiration, he began developing the Inmates Helping Inmates
program, in which literate inmates are trained by community col-
leges to teach illiterate inmates how to read. He got the program
started in two prisons, and each program has been a phenome-
nal success, with reading improvement greatly increased among
thousands of inmates. With the help of CCSIL and the Catholic
Conference of Illinois, Mike is now working with state legislators to
expand Inmates Helping Inmates into all prisons.
One o the best things about the program is that it helps both the
tutor and student. Its life-changing to both people. The studentlearns that he can do it, and the tutor realizes that he can help
someone. Its so neat to pass that re on, said Mike.
Mikes eorts on behal o inmates have extended outside o the
prisons. To assist inmates leaving prison, Mike is partnering Poverty
Services with Catholic Charities St. Vincent de Paul Society, DOC
Parole, Lie Skills, and other reerral service agencies to develop
a program to extend Inmates Helping Inmates participants liter-
acy classes toward achieving a GED and going to college. The fol -
low-up program also assesses or mental illness, substance abuse,
social needs, and provides each individual with contact inorma-
tion to locate employment and needed resources.
Mike tries to help the orgotten people, the people others have
written off, said Gary Huelsman, executive director of CCSIL. He
very quietly and patiently goes about the business o transorm-
ing lives, and he does it out of such purity of heart. I admire him
so much.
For Mike, serving others has been its own reward. We all need that
feeling, that knowledge that we can help someone. I would hate
to go through life without it. Its been the best thing in my life. n
We all need that eeling, that knowledge
that we can help someone. I would hate
to go through lie without it. Its been
the best thing in my lie.
SUMMER 2011 | 29
Mike Schuette
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Amyriad o research studies has rmly
established that married couples
enjoy a multitude o benets that
include better health, longer lie
spans, higher earnings, and happier children.
Yet over the last ty years, the marriage rate in
the United States has declined, while the rate
o cohabitation and divorce and the number o
single parent households have gone up. Te de-
cline in marriages is even more precipitous and
troubling among lower-income households.
Concerned about the decline in marriages and
the correlation between that decline and poverty
and crime, the U.S. Department o Health and
Human Services unded a longitudinal research
project to identiy programs that signicantly
improve the marriages o low-income couples
with children. Trough this project, Supporting
Healthy Marriage, launched in 2003, thousands
o low-income married couples have participat-
ed in cutting-edge marital education programs
at eight sites across the country.
Catholic Charities, Inc. in Wichita, KS, was one
o the eight sites selected to conduct the study.
For the study, the agency developed an innova-
tive, multi-aceted program known as Marriage
or Keeps (MK). Te essential components othe MK program included oering marriage
education curriculum in small groups in addi-
tion to providing social activities or the couples
and their amilies. Nearly 800 low-income cou-
ples, in 46 cohort groups, took part in the pro-
gram. Catholic Charities o Wichita along with
the other three Catholic Charities organizations
in KansasDodge City, Salina, and Kansas
Cityimplemented a MK program in their re-
30 | CHARITIES USA
Marriages
Strengthening
Strengthening the World
By Kathryn Sponsel-Pauls
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SUMMER 2011 | 31
spective dioceses. Each site utilized the standard components
o the program yet tailored the services to meet the specic
needs o their community.
Te MK program became one o the top perormers in the na-
tionwide study, with 80 percent o participants completing the
program and the majority o participants reporting a signi-
cant benet to their marriages. Although the nal results o the
research will not be published or a ew years, the preliminary
data has shown that measures related to marital satisactionand improved communication showed marked improvement
in the quality and closeness between marriage partners. O the
more than 700 couples who were assessed ollowing comple-
tion o the program, the majority showed increased marital sat-
isaction; o those, 43 percent showed dramatic improvement
in marital satisaction. Te majority o assessed couples also
showed vast improvement in communication skills; o those,
69 percent showed dramatic improvement. MK participants
have expressed their deep gratitude or the positive impact the
program has had on their marriages and children.
Were learning ways o how to have un with each other.
Te skills are transerable to our kids.
Since we started this, weve been sleeping in the same
bed again.
Tis is the high point o our week.
Te success o MK has prompted Catholic Charities in Wichita
to make it a part o their poverty-reduction strategy. We are
working on taking the marriage strengthening techniques we
have learned through the Marriage or Keeps programs and in-
stilling those techniques in all our programs to empower our
clients to have better marriages and stronger amilies so that
they can escape poverty, said Cynthia N. Colbert, executive
director o Catholic Charities, Inc. We have also utilized what
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we learned in the program to oer marriage strengthening
classes to sta members o Catholic Charities and the Diocese
o Wichita.
Te success o Catholic Charities Marriage or Keeps programhas been embraced by the community. It has inspired addi-
tional community initiatives that promote marriage, such as
the Black Marriage Day event which brought together 300
participants rom the Arican American community to join in
celebrating marriages. Further, the MK program, while con-
tinuing to serve low-income married couples, has expanded
to serve many other populations throughout the state. For ex-
ample, Marriage or Keeps sta members have been working
with Hispanic groups to oer the program in Spanish. Given
the tremendous success o the program, MK personnel have
been actively working with churches, ederal and state agencies,
businesses, and other Catholic Charities organizations across
the country to create sel-sustaining marriage enrichment ser-
vices on a broad scale.
Catholic Charities Marriage or Keeps program is currently
producing a documentary that will not only showcase the ac-
complishments o the program but will also raise awareness o
the importance o a healthy marriage. It will oer viewers in-
sights on how to strengthen their marriages by utilizing the
principles o the program. Several television stations in Wichita
have voiced interest in airing the program.
In June 2011, Catholic Charities Marriage or Keeps pro-
gram will take part in the rst ever regional Kansas HealthyFamilies Summit, which is designed to educate the communi-
ty about issues acing amilies and the tools to strengthen am-
ilies. Kansans rom all over the state will be invited to attend
this three day event. National and local experts in marriage and
amily research, policy and services will present empirical strat-
egies designed to strengthen marriages and amilies.
We see our Marriage or Keeps program as having the poten-
tial to change the community as a whole by addressing the
root o many o societys problems, said Colbert. As the
United States Conerence o Catholic Bishops stated in their
November 2009 pastoral letter, Marriage: Love and Lie in theDivine Plan, we believe that the uture o humanity depends
on marriage and the amily. For that reason, our programs are
ocused on stabilizing and strengthening marriages and in turn
amilies to make our community and world better. n
Kathyrn Sponsel-Pauls is marketing manager or Catholic
Charities, Inc., Diocese o Wichita, KS. Learn more about the
Marriage or Keeps project at www.CatholicCharitiesWichita.org.
32 | CHARITIES USA
Te uture o the world and o the church passes through the amily.
-Pope John Paul II, Familiais Consortio
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SUMMER 2011 | 33
A Humble & Generous Heart
Evelyn Scarcella
I wish I had been a philanthropist. Tis was the regret Evelyn
Scarcella o Bound Brook, NJ, expressed to her amily as they
pondered lie together at their 2009 Tanksgiving dinner, just
a ew months beore her passing.
And yet, Evelyn, a third order Carmelite nun who lived as a lay
person, was a philanthropistin every way. She volunteered
or years at the local medical center, served as a Eucharistic
minister or her parish, and ran errands or her many elder-
ly neighbors, all while working ull-time. She also gave gener-
ously to many organizations, among them Catholic Charities
agencies in New Jersey and Catholic Charities USA. She was
particularly moved by the needs o people suering because o
disasters.
Elaine Schiavone, Evelyns niece, remembers her aunt as a tal-
ented, outgoing woman who lived her simple, modest lie
with an enthusiastic spirit. She always wanted to help, always
wanted to do what she could.
Te modesty with which Evelyn lived her lie concealed her
many acts o generosity, something Elaine learned as she went
through her aunts papers and journals ater her aunts death.
Tat modesty, which derived both rom Evelyns personality
and also rom her commitment as a Carmelite, helped Elaine
to understand her aunts thoughts at that last Tanksgiving
gathering.
She was too humble to see hersel as a phi-lanthropist, even though she gave and did somuch, said Elaine.Quietly, she tried to liveas much as possible the lie o Christ.
Elaine nds inspiration in her aunts lie. She was an ex-
traordinary person. I hope to ulll my lie in the same wayshe did.
Tough Evelyn elt that she could have done more in her lie, in
her passing, she let a legacy o charity and good will through
bequests to Catholic Charities in Bridgewater, NJ; Catholic
Charities, Diocese o Metuchen, NJ; and to Catholic Charities
USA. Our deepest gratitude goes out to Evelyn and to those
like her who support our vital work. n
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34 | CHARITIES USA
It has been over a year since the BP oil spill began in the
Gul o Mexico and nearly a year since the deective well
was sealed shut, but the eects o the spill still weigh on
the lives o people who make their living rom the Gul.
Over the last year, ve Catholic Charities agencies in theGul regionin New Orleans and Houma-Tibodaux, LA;
Mobile, AL; Biloxi, MS; and Pensacola, FLhave respond-
ed to individuals and amilies in crisis, providing emergen-
cy ood and clothing, nancial assistance, case management,
mental health counseling, assistance with claims applications,
and other services as needed.
Te stories o the people who have come to Catholic Charities
agencies or help are poignanta tour shing business owner
on the verge o eviction ater his business collapsed; a sher-
man mentally and emotionally overcome by the loss o his
arm in a recent accident, the loss o his marriage, the losso income ater the spill, and the loss o condence in his
uture as a Gul sherman; a woman laid o rom her job at
a seaood processing plant and struggling to nd another job
and make ends meet. o these people, and thousands more,
Catholic Charities agencies responded, assessing their needs
and bringing together the services, programs, and resources
to help them get back on their eet.
Even so, recovery or the oil spill victims has been challeng-
ing or at least two reasons: the BP claims process has been
decient and the spill was never declared a ederal disaster.
In his testimony in January beore the U.S. Senate Ad Hoc
Subcommittee on Disaster Recovery, om Costanza, ex-
ecutive director o Catholic Charities Archdiocese o New
Orleans Ofce o Justice and Peace, stated, Te [BP claims]
process is cumbersome, takes too long,requires excessivepaperwork,and ails to take into account the unique and
special needs o the impacted people rom the Gul area and
in particular, the needs o the shing industry.
Costanza also noted, Tis was never declared a ederal di-
saster; thereore, no coordinating structures are in place.
Subsequently, there is no ederal unding or disaster case
management, disaster unemployment, disaster ood stamps,
disaster mental health or individual assistance. BP has pro-
vided large grants to states and social service providers or
some o these services, but many nonprots have had to dip
into their own reserves to pay or the services.
People are still having a difcult time getting the support they
need. As o April 19, Catholic Charities in New Orleans re-
ported that 79 percent o their current clients in coastal areas
have yet to receive their claims payments. Te agencys case
managers are working with amilies to le claims applications
and ollowing up with claims processors.
Over the months, since the spill occurred, Catholic Charities
agencies have shited the ocus o their response rom emer-
DISASTER RESPONSE
StillRecoveringOne Year ater the Oil Spill in the Gul
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Get Prepared to Get Prepared!
Join CCUSA and your colleagues or the inaugural Applied
Institute or Disaster Excellence,October 31-November 4,
20