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  • 7/31/2019 Charities USA Magazine: Summer 2011

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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

    at [email protected].

    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

    [email protected]

    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-

    ulting, and fnancial benefts.

    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