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  • Jill Pioter

What Is Meant by “Hoarding” in a St. Vincent de Paul Context?
What Is Meant by “Hoarding” in a St. Vincent de Paul Context? 1200 628 Jill Pioter

Within the documents of the Society of St. Vincent de Paul, there are found a number of instances where hoarding is prohibited. Please look at the Appendix to this document to see those specific references. Unfortunately, there is no specific place in the SVdP documents where the word hoarding is actually defined. There have been many times over the years that the National Office has been called to give a definition so our members can have a better understanding of the prohibition. The explanation was given a number of times in the Q&A section of the National Council’s Frederic’s e-Gazette.  However, it has been deemed appropriate by the National Governance Committee to give a formal definition.

Webster’s New Collegiate Dictionary defines hoarding as “to collect and lay-up, amass and conceal.” The considerations related to hoarding within the Society of St. Vincent de Paul, however, are slightly different when looking at this from a Conference perspective and a Council perspective. We have treated each separately.

Conference Considerations

A. Types of Funding Held by Conferences

The first consideration before answering the question “What is Hoarding” is to understand the different types of funds that Conferences may hold.

  1. General Donations: These funds are received from the parishes, members, benefactors, other SVdP entities, bequests made to a Conference that do not designate a specific purpose, other organizations, and fundraising efforts. There is no specific intent associated with these funds other than the assumption that the funds will be used for the purposes of the Society to better serve those in need. These funds should generally be held in the Conference checking account or other liquid financial accounts.
    These funds are susceptible to hoarding.
  2. Donor-Designated Funds: These funds are received from a donor (individual or organization) that identifies a specific purpose for the use of those funds. For example, an individual gives a check to a Conference and on the line preceded by the word “for” the donor has specified “utility payments.” Another example is a check from a donor that is accompanied by a note or letter that designates the donation for a particular purpose. If a Conference accepts the check, it accepts the responsibility to track those funds and only use those funds for utility payments. A Conference has a legal obligation to ensure the funds are not used for any other purpose.
    These funds must be used for the purpose given.  When not used for the purpose intended, these funds may also be considered as hoarding.
  3. Funds from Grants: These funds, for the most part, are similar to Donor-designated Funds. They are usually given for a specific purpose and that purpose must be honored.
    These funds must be used for the purpose given.  When not used for the purpose intended, these funds may also be considered as hoarding.
    However, sometimes, but rarely, grant funds are issued for general use by a Conference.  In this case the funds are treated the same as general donations.
    These funds are susceptible to hoarding.
  4. Capital Campaigns/Endowments/Disaster Relief: Capital campaigns are normally established to purchase land, buildings, special equipment, or fund special programs. Endowments may be established to provide special programs or services with ongoing income. Disaster relief funds are normally established to provide relief to people suffering from a recent disaster in the area. The key thing about these funds is that donors contribute to them for their specific purpose. These funds are collected for a specific purpose and can only be used for that purpose. These are treated the same as Donor-designated Funds.
    These funds must be used for the purpose given. When not used for the purpose intended, these funds may also be considered as hoarding.
  5. Interest Earned: Sometimes Conferences place their funds in financial instruments that gain interest.
    1. If the donor requires it, the interest earned on his/her donation must be used for the purpose of the fund for which it was originally designated.
    2. Otherwise, if the allocation of interest creates an unnecessary burden there is no legal requirement for the interest to be restricted for any purpose and may be used as the Conference determines. It may create an unnecessary burden to try to allocate the interest to specific funds.

                 All interest that is for general use is susceptible to hoarding. All interest designated and used for a specific purpose is not susceptible to hoarding.

  1.  Conference-Designated Funds: There are times when the Conference takes a certain amount out of the general fund and sets it aside for a particular purpose. Those funds will remain in the designated area until the Conference decides to use them for another purpose. These Conference-designated funds may be changed from one purpose to another as often as the Conference decides. An example of this is a Conference budget which designates a specific amount of funds to be spent on maintenance of equipment. The budget designations may be realigned at any time by the Conference. These funds, if originated in the general fund, are susceptible to hoarding.
  2. Conference Reserve Accounts: A consideration for Conference reserve accounts must be included with the above. There is only one mention in the Manual related to reserves for Conferences and it does not use the word “reserves.” Donations to Conferences — whether they come from church collections, from the members themselves, from benefactors or from fundraising efforts — are meant to address today’s needs. It is wrong for a Conference to seek financial security by building up a large balance for the needs of the future. Conference balances should not exceed what they expect to spend during an average quarter. Surplus funds should be shared generously with more needy Conferences or the Special Works of the District Council.
    It addresses the fact that donations are “meant to address today’s needs” and that “surplus funds should be shared generously.”  This applies to most Conferences.  So, unless a Conference has some fixed expenses, there is no need for a reserve account.  The “balance for the future” and/or the reserve account, if originated in the general fund, are susceptible to hoarding.
  3. Special Works Reserve Accounts: Stores and other Special Works that may be operated by a Conference may legitimately have fixed expenses. Although the Manual attributes Stores and Special Works to Councils, the recommendation is to maintain a balance for the future of up to six months of expenses. This balance for the future or Special Works reserve account should be maintained at such a reasonable and necessary level as the Conference or the Board of Directors determines is needed to assure the financial stability of the Special Work.  Surplus funds should be shared generously with more needy Conferences or Special Works of the Councils. The “balance for the future” and/or the Special Works reserve account may be susceptible to hoarding.

So, it boils down to two types of funds that are held by the Conference: those that are susceptible to hoarding and those that are not. Those funds that are designated for a particular purpose by the donor must be honored (by law) for that purpose. Our concern in this document is to define hoarding, so let us recap which funds of a Conference are susceptible to hoarding:

  1. All funds held for general use, typically these are in the checking account, but they may be in other financial instruments;
  2. Grant funds that are designated for general use;
  3. Interest earned on funds designated for general use; and
  4. Conference-designated Funds.
B. Reflections on Hoarding Related to Conferences

Members must accept the fact that our donors have given the Conference resources to use to help those in need. The reality is that the funds we have belong to the suffering, the deprived, the forgotten, the poor and those in need. We are stewards of these resources and are accountable for how they are used. There are two primary considerations about the funds our Conferences receive:

  • Are the funds we received designated by the donors for a particular purpose? If so, then it is our obligation both legally and morally as stewards of those resources to ensure they are used for the purposes for which they were given.
  • Where there is no specific donor designation, then the funds are to be used to relieve the needs of those who come to us for help (with a reasonable amount dedicated to Society approved Conference expenses).

Hoarding occurs when a Conference decides to keep funds in its financial instrument rather than helping an individual or family that it is capable of helping.

The fact is that once the Conference decides that the request is legitimate and it has the resources to fulfill the request, then deciding to keep the money in the bank is the wrong decision and constitutes hoarding.

As Vincentians, we are asked to love those in need in the best way we can. The only way to do that is to treat each case on its own merit. While establishing general guidelines for assistance has some benefit, Vincentians are called upon to assess each Home Visit as a unique encounter and should not set predefined limitations on the amount of help to be given or the type of help to be given or the number of times to help someone.  To love someone in the best way possible is the keep all of our resources available for our Lord’s use.  All of our resources include our hearts, our time, our funds and other things we use to help people.

C. Steps to Be Taken Where a Conference Has Accumulated Excess Funds

Conferences are encouraged to seriously read the Manual, Section 2.1 Conference, Funds of the Conference: “It is wrong for a Conference to seek financial security by building up a large balance for the needs of the future. Conference balances generally should not exceed what they expect to spend during an average quarter. Surplus funds should be shared generously with more needy Conferences or the Special Works of the District Council.”

A review of fund balances should occur towards the end of each fiscal year with Conference members entering into a discussion and consideration of “twinning” to more needy Conferences within their District and/or Council, to SVdP National programs providing direct assistance, to Disaster Services Corporation, or to some SVdP International Conferences.

 Council Considerations

 A. Types of Funding Held by Councils

The first thing to keep in mind is that Councils do not do direct assistance. The primary purpose of the Council is to support the work of the Conferences. On the Council annual report, there is no designation for direct assistance. So, typically, the funds raised by the Council are for something other than direct assistance. The primary concern for hoarding is the decision to bank funds rather than give assistance to those in need.

Not all Councils have Special Works that provide direct assistance. Usually when they do, they have designated fundraising to support those Special Works. If a Council receives donations intended for direct assistance and they have no Special Works, then they should be distributing those funds in one fashion or another to the Conferences; if they do not, then that is hoarding.

The next consideration before answering the question “What is Hoarding?” is to understand the different types of funds that Councils may hold.

  1. General Donations: These funds are received from the Conferences, the public, other SVdP entities, general fundraising efforts of the Council, benefactors, general bequests, memorials, and organizations. There is no specific intent associated with these funds other than the assumption that the funds will be used for the purposes of the Society to support the work of the Conferences and better serve those in need. These funds are held in checking accounts, savings accounts, money market accounts, CDs, and other financial instruments that are essentially considered to be liquid (easily accessible). A few comments must be made related to the fundraising efforts by Councils. Special care must be given to the way fundraising appeals are made. Sometimes, a Council will create an appeal that looks to the donor as if the donation will be used for direct assistance to those in need when the actual intent of the Council was for the funds collected to be used for other purposes. If the implication from the appeal is different from the actual intent of the Council, then the appeal must be clarified.
    These funds can be susceptible to hoarding.           
  2. Donor-Designated Funds: These funds are received from a donor (individual or organization) that identifies a specific purpose for the use of those funds. For example, an individual gives a check to a Council and on the line preceded by the word “for” the donor has specified “utility payments.” Another example is a check from a donor that is accompanied by a note or letter that designates the donation for a particular purpose. If the Council accepts the check, it accepts the responsibility to track those funds and only use those funds for utility payments.  The funds cannot be used for any other purpose.  In this case, if the Council has a Special Work that provides utility payments for those in need, then the Council must use the funds in that Special Work.  If it does not, the funds can also be distributed to the Conferences to help make utility payments.  Another example would be a Council receiving a check from ABC Organization for $10,000 to be used for rental assistance. If the check is accepted, the Council must hold those funds in reserve and only use those funds for rental assistance. The Council would do so in a similar way to that described for utility payments. The Council can also distribute the funds to the Conferences and the Conferences have a legal obligation to ensure the funds are not used for any other purpose.
    These funds must be used for the purpose given.  When not used for the purpose intended, these funds may also be considered as hoarding.
  3. Funds from Grants: These funds, for the most part, are similar to Donor-designated Funds. They are usually given for a specific purpose and that purpose must be honored.
    These funds must be used for the purpose given and are not susceptible to hoarding.
    However, sometimes, but rarely, grant funds are issued for general use by the Council.  In this case the funds are treated the same as general donations.
    These funds must be used for the purpose given.  When not used for the purpose intended, these funds may also be considered as hoarding.
  4. Capital Campaigns/Endowments/Disaster Relief: Capital campaigns are normally established to purchase land, buildings, special equipment, or fund special programs. Endowments may be established to provide special programs or services with ongoing income. Disaster relief funds are normally established to provide relief to people suffering from a recent disaster in the area. The key thing about these funds is that donors contribute to them for their specific purpose.  These funds are collected for a specific purpose and can only be used for that purpose. These are treated the same as Donor-designated Funds.
    These funds must be used for the purpose given. When not used for the purpose intended, these funds may also be considered as hoarding.
  5. Interest Earned/Investment Income: If funds are placed in financial instruments that gain interest or in an investment account that generates income, there are two options available:
    1. If the donor requires it, the interest earned/investment income on his/her donation must be used for the purpose of the fund for which it was originally designated.
    2. Otherwise, if the allocation of interest creates an unnecessary burden there is no legal requirement for the interest earned/investment income to be restricted for any purpose and may be used as the Council determines. It may create an unnecessary burden to try to allocate the interest to specific funds.
      All interest earned/investment income that is for general use is not susceptible to hoarding (see #1 – General Donations, under Council Considerations). All interest earned/investment income designated for direct assistance to those in need is susceptible to hoarding, if not used for the purpose intended. 
  6. Council-Designated Funds: There are times when the Council takes a certain amount out of the general fund and sets it aside for a particular purpose. Those funds will remain in the designated area until the Council decides to use them for another purpose. These Council-designated funds may be changed from one purpose to another as often as the Council decides.  An example of this is a Council budget, where funds are designated to be spent for a fundraising dinner. The budget designations may be realigned at any time by the Council.
    These funds, having originated in the general fund, are not susceptible to hoarding.
  7.  Council Reserve Accounts: Councils sometimes have fixed expenses. For these, the Manual’s recommendation is to maintain a balance for the future of up to six months of expenses.  Councils, like Conferences should not seek financial security by building up excessive balances for future needs. There may be needs for capital campaigns, endowments, and disaster relief, but those are addressed in number 4 above. So, unless a Council has some fixed expenses, there is no need for a reserve account. Surplus funds should be shared generously with needy Conferences or Special Works of other Councils. The “balance for the future” and/or the reserve account may be susceptible to hoarding.
  8. Special Works Reserve Accounts: Stores and other Special Works that may be operated by a Council may legitimately have fixed expenses. The recommendation from the Manual is to maintain a balance for the future of up to six months of expenses. This balance for the future or reserve account should be maintained at such a reasonable and necessary level as the Council or the Board of Directors determines is needed to assure the financial stability of the Special Work. Surplus funds should be shared generously with more needy Conferences or Special Works of the Councils.  There may be needs for capital campaigns and endowments but those are addressed in number 4 above. The “balance for the future” and/or the reserve account may be susceptible to hoarding.

So, it boils down to two types of funds that are held by the Council: those that are susceptible to hoarding and those that are not. Those funds that are designated for a particular purpose must be honored (by law) for that purpose. Our concern in this document is to define hoarding, so let us recap which funds are susceptible to hoarding:

  1. All funds designated for direct assistance to those in need (normally in Special Works);
  2. Grant funds designated for general use for direct assistance to those in need;
  3. Council Funds designated for direct assistance to those in need.
B. Reflections on Hoarding Related to Councils

Regardless of the source of its income, a Council needs to start by asking if and why it is amassing funds. The following are guidelines and principles that should govern the use and accumulation of funds by Councils:

  • If the Council operates a Special Work, then it should consider having a reserve to operate that Special Work based on the expenses normally incurred over a period of time designated by the Council Board.
  • If the Council has employees or fixed expenses such as rent and utilities, then it should consider having a reserve to cover the expenses normally incurred over a period of time designated by the Council Board.
  • The Council should, as part of its annual budgeting process, set aside funds to share with those Conferences that have inadequate funds to meet the needs which they face to help people in need.

Hoarding occurs when a Council decides to keep funds in its financial instrument instead of using the funds
as they were originally defined or to advance the purposes of the Society.

The fact is that once the Council in its Special Works decides that the request for direct assistance is legitimate and it has the resources to fulfill the request, then deciding to keep the money in the bank is the wrong decision.

There are Councils that do not have Special Works who use their funds to support the Conferences: training materials, running Ozanam Orientations or other workshops, holding days of recollection for spiritual growth, sending members to regional and national meetings, etc. This spending fulfills the purpose of the Council and is not susceptible to hoarding unless the Council simply sits on the money.

It is wrong for a Council to decide to NOT use funds for the purpose for which they were donated. There are certain circumstances that may occur that would prevent a Council from using funds accumulated for a specific purpose. An example of this is the case of a Council collecting funds for a particular disaster in its area. If, after a period of time, funds are no longer needed to address the effects of the disaster, but the Council still has funds on hand, there are three ways to resolve the unused designated funds:

  1. The remaining funds may be returned to donors;
  2. The donors may be contacted to redesignate the use of those funds; or
  3. If it is not practical to contact donors, State laws vary and local legal counsel should be sought before taking action; but generally, UPMIFA (Uniform Prudent Management of Institutional Funds Act) requires the nonprofit to provide written notice to the Attorney General of the State and wait 60-90 days, and then only if the restriction is deemed:
    1. Unlawful, impractical, impossible to achieve, wasteful,
    2. The amount is less than the amount defined by the State,
    3. The fund is more than 20 years old, and
    4. The charity uses the fund in a way that is consistent with the charitable purpose of the donor restriction.

Other releases of restrictions will require a Court Petition.

C. Steps to be Taken Where a Council Has Accumulated Excess Funds

Here are some examples of things Councils may do if they have accumulated excess funds:

  • The Council should set aside funds to share with those Conferences that have inadequate funds to meet the needs which they face to help people in need.
  • A Council can reflect and discern on whether they ought to direct additional funding, towards achieving various goals set forth in “Standards of Excellence Questions for Diocesan Councils.”
  • If a Council has additional funds, then it should look for ways to help the Society and its members through the Disaster Services Corporation, international twinning, domestic twinning with Councils in need of financial help.
  • Reviewing its programs and considering the need for starting new non-income producing Special Works such as through an evening or lunch meal program, a Coming Together to Getting Ahead program, or the like.

 Appendix: Hoarding in SVdP Documents

In the Rule, Part I, Article 3.14:

Nevertheless, the Society uses money and property to help relieve the suffering of those in need. The Society’s funds must be handled with the utmost care, prudence, and generosity. Money must not be hoarded. Decisions regarding the use of money and property are to be made after reflection in the light of the Gospel and Vincentian principles. Accurate records must be kept of all money received or spent. The Society may not allot funds to other organisations, except occasionally for other branches of the Vincentian Family, save under exceptional circumstances.

In the Rule, Part III, Statute 24:

Councils and Conferences zealously manage and maintain the Society’s assets.  The authority to manage the Society’s assets remains exclusively with Councils that may delegate this authority in accordance with the Rule of the Society and the Bylaws and Resolutions of the National Council.

Faithful to the spirit of non-accumulation of wealth, the next higher Council may determine annually the percentage of the funds of each Council or Conference within their area that may be made available to them. The next higher Council will work with the Council or Conference to determine an appropriate reserve for unanticipated events and direct the allocation of funds which exceed the anticipated demands, which may not be hoarded as a capital sum, to the service of the poor in their own area or abroad in the poorest areas of the world.

In Manual, under Council funds:

Sources of Council funds may include contributions from Conferences, donations, bequests, Special Works, and grants. Like Conferences, Councils act as custodians of funds given to the Society, understanding that they belong, ultimately, to the poor. While some Councils prefer not to accumulate funds, others make a point of setting something aside for exigencies. Operating an active Council with a reasonable bank balance is good business practice, not hoarding. A bank balance equal to the operational cost of the Council for six months may be reasonable. A balance of less than three months’ operational cost may be unhealthy. Councils with inadequate balances should review the budget for ways to increase their income or reduce their expenditures. Councils with overly large balances should find ways to expend their excess funds on behalf of the poor, such as subsidizing active Conferences in poorer areas or planning needed Special Works.

In Manual, under Funds of the Conference:

It is wrong for a Conference to seek financial security by building up a large balance for the needs of the future. Conference balances generally should not exceed what they expect to                     spend during an average quarter. Surplus funds should be shared generously with more needy Conferences or the Special Works of the District Council.

In Bylaws, Document 1 for Conferences Without a Board of Directors, Article 16:

Conferences and Councils zealously manage and maintain the Society’s assets. The authority to manage the Society’s assets remains exclusively with Councils that may delegate this authority in accordance with the Rule of the Society.  Faithful to the spirit of non-accumulation of wealth the Upper Councils may determine annually the percentage of the funds of each Conference within their area that may be made available to them. The Upper Councils will work with the Conference to determine an appropriate reserve for unanticipated events and direct the allocation of funds which exceed the anticipated demands, which may not be hoarded as a capital sum, to the service of the poor in their own area or abroad in the poorest areas of the world.

In the Conference Audit Manual, under Bank Account:

Every Conference is required to maintain its bank account(s) separate from the parish and separate from the personal accounts of any of the members.  There shall be no co-mingled funds.  The funds of the Conference must be in standalone accounts not tied to the parish or any of the members.  The only exception to this is when a Conference has an approved reserve account. To avoid any perception of hoarding, the reserve accounts should be approved by the next upper Council.  The funds in the reserve may be combined into a shared investment account as long as the Conference has sole access to its funds.

In Resolution 114:

Be it resolved that legal issues which involve one Council or one Conference have the potential for affecting the whole Society and therefore if not addressed will lead to the suspension and removal from the Society of the offending Vincentian, Conference or Council if not corrected in a timely fashion.  Such legal issues include but are not limited to the following:

  • Violation of any state statute, local ordinance, or federal law or any regulations adopted by any state, local government, or federal agency which violation relates to the operation of not-for-profit organizations.
  • Failing to conduct an annual audit.
  • Failing to file a Federal Form 990 or any required state form.
  • Adopting Bylaws that have not been updated to comply with federal requirements
  • Giving funds to non-Vincentian organizations or for non-Vincentian activity.
  • Failing to submit required annual reports
  • Failing to allow women or minorities as Conference members
  • Maintaining large balances that do not constitute a legitimate reserve for future operations and which constitute hoarding.
  • Failing to enact Bylaws that are in compliance with those approved by the National Council.
  • Failing to make home or similar visits in pairs – i.e., allowing only one Vincentian to make such visits.
  • Having officers who are not active members of the Society.
  • Limiting assistance to certain groups to the exclusion of others.
  • Acting in an autonomous manner and as though not answerable to the Society.
  • Changing Bylaws to permit activity contrary to the Rule of the Society.
  • Removing members without complying with the Rule of the Society.
  • Violating confidentiality of those being served.
  • The failure of National Council Members to attend National meetings.
  • Raising funds across Council boundaries without permission and without adequate disclosure to the public.
  • Any other issues having legal implications.
  • Jill Pioter

03-28-24 Questions & Answers
03-28-24 Questions & Answers 1200 628 Jill Pioter

Q: Can Councils create endowment scholarships?

A: Endowments are permitted as long as they are funded by donations specifically for that purpose. Funds identified for service to those in need should not be used to build an endowment. An endowment campaign can be established to solicit funds specifically for the purpose desired.

Q: Can Conference officers consist of the President-elect, Secretary, and Treasurer only, if no member accepts the Vice President appointment?

A: Conference officers (an elected President who appoints a Vice President(s), Secretary, and Treasurer) have no specific authority other than representation of the Conference and requirement to fulfill specific tasks. All decisions are made by the Active Members of the Conference as a whole. According to the Bylaws, there must be at least one Vice President; hence a member should step forward to serve as VP for a complete slate of officers. The Conference as well as the Council needs to know who will serve in the Presidential capacity should the elected President be unable to serve for any reason.

ESPAÑOL

P: ¿Pueden los Consejos crear dotes para becas?

R: Las dotaciones están permitidas siempre y cuando sean financiadas por donaciones específicamente para ese propósito. Los fondos identificados para el servicio a los necesitados no deben usarse para construir una dotación. Se puede establecer una campaña de dotación para solicitar fondos específicamente para el propósito deseado.

P: ¿Pueden los funcionarios de la Conferencia estar formados únicamente por el Presidente electo, el Secretario y el Tesorero, si ningún miembro acepta el nombramiento del Vicepresidente?

R:  Los Oficiales de la Conferencia (un Presidente electo que nombra a un Vicepresidente, un Secretario y un Tesorero) no tienen autoridad específica más que la representación de la Conferencia y el requisito de cumplir con tareas específicas. Todas las decisiones son tomadas por los Miembros Activos de la Conferencia en su conjunto. De acuerdo con los estatutos, debe haber al menos un Vicepresidente, por lo tanto, un miembro debe dar un paso adelante para servir como Vicepresidente de una lista completa de funcionarios. Tanto la Conferencia como el Consejo necesitan saber quién desempeñará la Presidencia en caso de que el Presidente electo no pueda ejercer sus funciones por cualquier motivo.

 

 

  • Jill Pioter

Voice For the Poor Updates
Voice For the Poor Updates 1080 1080 Jill Pioter

Fellow Vincentians,

As the new Chair of the Voice for the Poor Committee, I wanted to update you on our work. First, the new National Council Board made a small name change and we are now the Voice FOR the Poor Committee. While our committee’s name changed slightly, our mission and focus remain the same.

The National Voice for The Poor Committee is charged with advocating on behalf of people in poverty, and with education and information-sharing to strengthen and grow Council and Conference involvement with advocating for policy solutions to local, state, and national leaders and legislators.

During the Midyear Meeting, the National Council Members approved the updated Human Trafficking position paper. One of our committee’s goals is to update the National Council’s position papers, and we would like to update two or three papers each year. We will seek input of other national committees, including Formation, not only to work collaboratively, but also, to make sure that Catholic Social Teaching is incorporated into all our position papers. You can find the position papers on our website.

Also at the Midyear Meeting, we introduced the updated Voice for the Poor Manual, a digital document that can be found and downloaded or printed from the National Council website. I also presented a session on how to start a Voice For the Poor committee and recorded a short video that introduces the Voice For the Poor that will be available for upcoming SVdP Regional Meetings.

Please stay tuned for many exciting Voice For the Poor updates.  You can find more information at https://members.ssvpusa.org/voice-of-the-poor/ or email us at vop@svdpusa.org.

In Christ,
Bobby Kinkela
Voice For the Poor Chair

P.S.  Don’t forget to make advocacy part of your regular Conference and Council meetings. Make it an agenda topic. I encourage you to invite your fellow Vincentians, parishioners, and friends to become advocates for their neighbors in need. Why? Because our neighbors in need deserve it! Sign up at https://ssvpusa.org/take-action. Thank you!

 

  • Jill Pioter

National Twinning Commission
National Twinning Commission 1080 1080 Jill Pioter

Purpose

To support and promote twinning with other superior councils and to work collaboratively with other twinning partners (e.g. Superior Council of Canada)

Reports To

National President

Twinning Is

Fulfilling the preferential option for the poor, Twinning is the mutual exchange of resources, both spiritual and material, between Conferences and Councils — domestically, nationally, and internationally, so as to fulfill the vision of our Founders — that a network of charity, in fraternity and solidarity, encircle the whole world.

It is the awareness of acute poverty in a great number of countries and the Vincentian preferential option for the poor, spurs Conferences and Councils to assist others with fewer resources. The activity between two Conferences/Councils, a fundamental activity of the Society, is the expression of Vincentian fraternity and solidarity.

Duties and Responsibilities

  • Promote and monitor twinning activities in the United States and in Superior Councils within America 1.
  • Work collaboratively with the International Territorial Vice President for America 1.
  • Maintain a database on all twinning activities in the U.S.
  • Provide semi-annual reports on twinning activities to the National Board of Directors.
  • Provide semi-annual reports to the International Twinning Commission.
  • Assure compliance with the U.S. government and other countries where funds are electronically transferred.
  • Prepare and maintain a Twinning Policies and Procedures Manual consistent with that of the International Twinning Commission.
  • Meet periodically, as needed(via ZOOM, Mid-year and National).
  • Prepare an annual budget for the Twinning Commission.
  • Keep our twinning partners in our prayers.
  • Any other appropriate matters that may be requested by the National Board of Directors.
  • Jill Pioter

2024 Committee Charges
2024 Committee Charges 1080 1080 Jill Pioter

Development & Communications Committee

The Development & Communications Committee is charged with raising the national profile of the Society of St. Vincent de Paul by leveraging the ideas, resources, and best practices of its members in fundraising, marketing, and communications. Through collaboration and learning, the Committee will develop the resources necessary to grow the Society’s works and pave the way for future growth.

Membership & Leadership Development Committee

The Membership and Leadership Development Committee is charged with defining best practices for membership growth, the onboarding process, spiritual enrichment, identifying and advancing Vincentian leadership in a society and Catholic church that is changing rapidly.

Multicultural Diversity Committee

The Multicultural Diversity Committee is charged with prayerfully creating an inclusive culture by means of researching, developing proposing ideas, and leading projects that will give each member of the Society the opportunity to contribute and express their charisms.

Vincentian Spiritual Growth and Enrichment Committees

Formation Committee

The Formation Committee supports the formation of members and leaders in the Society in the interconnected human, spiritual, intellectual, and ministerial dimensions of formation, as defined in the Society’s Foundation Document, and reflecting the fullness of Vincentian tradition. The Committee creates and provides:

  • Printed and digital materials
  • Presentations
  • Guidelines
  • Active nourishment to all members and leaders in the Society.

The Hispanic-Latino Formation Subcommittee defines priorities to properly support the Hispanic-Latino community in all aspects of Formation. The Committee will:

  • Define the necessary resources
  • Develop a plan at an accelerated pace
  • Create effective documentation, materials, and tools to ensure the intercultural expression of faith and language is reflected and emphasized
Formation Renewal & Delivery Committee

The Formation Renewal & Delivery Committee provides training and Formation, in partnership with local Councils, using existing methods, and finding new effective means and channels for the use of Formation materials and tools. The Committee supports Regions and Councils by:

  • Developing plans and schedules for teams and partnerships
  • Training those teams to make effective use of Formation materials
Spirituality Formation Committee

The Spirituality Formation Committee is focused on the spiritual dimension of formation, in order to encourage and support personal growth in every Vincentian’s relationship with God.
The Committee provides active nourishment to all members in:

  • Personal spiritual formation
  • Devotion
  • Prayer life

The Committee supports and encourages Spiritual Advisors and leaders by:

  • Developing materials for use in Councils and Conferences
  • Establishing direct channels of communications

Vincentian Programs & Services Committees

Poverty Action Committee

The Poverty Action Committee is charged with the coordination and collaboration among the National poverty programs and committees, the development of National poverty programs identified by the National Council Board, and with disseminating systemic change mentality among Society members to engage more Councils and Conferences in transformative initiatives that empower those we serve to make their way out of poverty to self-sufficiency.

National Voice For the Poor Committee

The National Voice For the Poor Committee is charged with advocating on behalf of people in poverty, and with education and information-sharing to strengthen and grow Council and Conferences’ involvement with advocating for policy solutions to local, state, and national leaders and legislators. The committee reports to the National Council President.

Homelessness Prevention Committee

The Homelessness Prevention Committee is charged with providing guidance and best practices in homelessness prevention and shelter diversion to Councils and Conferences, strengthening efforts to stop homelessness before it starts for those most at risk of losing their home.

Stores Committee

The Stores Committee is charged with helping paid and unpaid personnel to develop and maintain successful thrift stores, and with providing consulting services to Councils and Conferences that desire to start thrift stores.

Youth, Young Adults, and Emerging Leaders Committee

The Youth, Young Adults, and Emerging Leaders Committee is charged with growing young Vincentian leaders while ensuring that the spirit of our young founders is always present within the Society. This committee seeks to promote the formation, recruitment and engagement of young people, and the constant rejuvenation of the Vincentian Conferences both locally and nationally.

YYAEL will play a crucial role in identifying and developing individuals capable of leading with compassion, innovation, and dedication. Helping to support Youth, Young Adults, Emerging Leaders, and their coordinators, YYAEL will create opportunities, programs, and resources to support, connect, and train Youth, Young Adults, Emerging Leaders, and their coordinators, preparing them to integrate into the Society to lead, serve, and inspire generations to come.

 

  • Jill Pioter

03-21-24 Questions & Answers
03-21-24 Questions & Answers 1200 628 Jill Pioter

Q: I was told by my Conference that we do not help people with rent if they are on Section 8. Is this true, and if so, why not?

A: It has always been a part of the Rule that no form of charity is foreign to the Society. So, limiting the types of service we provide does not correspond with the Rule. There is no other authorization that prevents us from providing rental assistance to people living in Section 8 housing.

 Q: Is the Festival Celebration a mandatory event that the Conferences and/or Council must schedule during the calendar year?

A: The Rule, Part III, Statute 9 states: “Conferences and Councils celebrate liturgical ceremonies, particularly Vincentian ceremonies, throughout the year, endeavoring to maintain a spirit of friendship among the members. The Council of the United States has designated six days for religious observances. On these occasions, the members of Conferences and Councils demonstrate the spiritual nature of the Society by attending the Eucharist together:

  • Ozanam Sunday (the last Sunday of April)
  • The feast day of Blessed Frederic Ozanam (September 9)
  • The feast day of St. Vincent de Paul (September 27)
  • The Immaculate Conception, Patroness of the Society (December 8)
  • A Conference Mass celebrated at least once a year for all members, including spouses and children. During this Mass, it is most appropriate to commission new members into the Conference, pray for those we have visited, pray for our benefactors, pray for the poor, pray for the deceased members, and for continued good work.
  • Another feast day of local custom, e.g., December 12, the Feast of Our Lady of Guadalupe.”

The celebration of the festival days develops spirituality and fellowship among the members. It is also a sign of solidarity with all of the other members of the Society throughout the United States. It is not likely that any formal action will be taken if a festival day is not celebrated.

ESPAÑOL

P: Mi Conferencia me dijo que no ayudamos a las personas con el alquiler si están en la Sección 8. ¿Es esto cierto y, si es así, por qué no?

R: Siempre ha sido parte de la Regla que ninguna forma de caridad es ajena a la Sociedad.  Por lo tanto, limitar los tipos de servicio que brindamos no va con lo que dice la Regla.  No hay ninguna otra cláusula que nos impida proporcionar asistencia para el alquiler a las personas que viven en viviendas de la Sección 8.

P: ¿Son las Celebraciones Festivas un evento obligatorio que las Conferencias y/o el Consejo deben programar durante el año calendario?

R: La Regla, Parte III, Estatuto 9 establece: “Las Conferencias y los Consejos celebran las ceremonias litúrgicas, en particular las ceremonias Vicentinas, durante todo el año, esforzándose por mantener un espíritu de amistad entre los miembros. El Consejo de los Estados Unidos ha designado seis días para las celebraciones religiosas. En estas ocasiones, los miembros de las Conferencias y Consejos demuestran la naturaleza espiritual de la Sociedad asistiendo juntos a la Eucaristía:

  • Domingo de Ozanam (el último domingo de abril)
  • Fiesta del Beato Federico Ozanam (9 de septiembre)
  • Fiesta de San Vicente de Paúl (27 de septiembre)
  • La Inmaculada Concepción, Patrona de la Sociedad (8 de diciembre)
  • Una Misa de Conferencia celebrada al menos una vez al año para todos los miembros, incluidos los cónyuges e hijos. Durante esta Misa, es muy apropiado comisionar a nuevos miembros a la Conferencia, orar por aquellos que hemos visitado, orar por nuestros benefactores, orar por los pobres, orar por los miembros fallecidos y para que continuemos con el buen trabajo.
  • Otra fiesta de costumbre local, por ejemplo, el 12 de diciembre, la fiesta de Nuestra Señora de Guadalupe.

La celebración de los días festivos desarrolla la espiritualidad y el compañerismo entre los miembros.  También es una señal de solidaridad con todos los demás miembros de la Sociedad en todos los Estados Unidos.  No es probable que se tome ninguna medida formal si no se celebra una festividad.

  • Jill Pioter

Could You Use More Money to Help More People in Need?
Could You Use More Money to Help More People in Need? 1080 1080 Jill Pioter
Ryan Carney, Chief Advancement Officer

Across the U.S., Conferences and Councils have seen a rising demand for our services. With housing and food costs at historic highs, this isn’t a surprise — not only are more people calling us for help, but the cost to provide aid is more costly than before. This column will be devoted to helping Conferences and Councils raise more money to help more people in need.

We feel the best place to begin is by encouraging the one fundraising activity that has the highest return on our time, money, and effort: Meeting with donors one on one. For many Conferences and Councils, this is an often talked about but neglected activity. We tend to favor grants, special events, and mailings in place of picking up the phone and calling our best donors.

A recent survey conducted by the consultant group AmPhil found (not surprisingly) that organizations who have the most donor visits raised the most money. Given that major donors can often have a 10 to 1 return on investment, organizations that prioritize meeting one on one with their best donors or prospects raise the most money.

If you’re wondering how to get started — or are afraid to pick up the phone — here are some tricks that have worked for me in the past.

Start by calling people simply to thank them for their recent gift. Relationships are a major piece of donor development, and not every conversation has to be an ask for money. It’s best that only 40% or so of your conversations end in an ask. Simply have a conversation where you’re asking questions to discover donors’ passions and motivations. You’ll be cultivating and nurturing a relationship and making their support of SVdP into something truly meaningful to them.

Call people who recently gave, or run a list of your top 10 donors. When you call, introduce yourself and thank them for their support. While you’ve got them on the phone, ask them why supporting St. Vincent de Paul is meaningful to them. Ask if there’s anything you can pray for. And finally, ask if they’d be open to meeting in person or over zoom so you could share in a more personal way how they’re giving this help the poor in your community. Those that say yes are great prospects and have given an indication that they want to have a one-to-one relationship.

Ryan Corry, Chief Philanthropy Officer for SVdP Phoenix, recently posted an article on LinkedIn about how sharing meaningful experiences with donors not only nurtures great relationships but also has a high rate of fulfillment. In other words, fewer people cancel when you’re doing something fun and meaningful together.

And finally, be curious! When we’re meeting a donor for the first time, the spotlight is on them. We’re asking questions and listening. A good rule of thumb is two ears to one mouth. In conversations, we wanting to uncover their motivation for supporting SVdP. Why they’re giving is meaningful — find out if they are giving because of their family history, their faith, their values. The motivator will be different for everyone. We also want to determine what they want to accomplish through their gift. Don’t immediately move towards asking for a gift. Instead, it’s our responsibility to ask questions to uncover a deeper meaning behind someone’s giving.

We’ll explore all these areas and more. But the bottom line takeaway is, to open the opportunity for further and deeper support, you’ll need to begin engaging, stay curious, and provide meaning back to our donors.

  • Jill Pioter

Leveraging National Council Resources for State Advocacy
Leveraging National Council Resources for State Advocacy 903 903 Jill Pioter

As former Speaker of the House Tip O’Neil famously stated, “All politics is local.” This year, SVdP Councils in Georgia, Illinois, Kentucky, and Michigan have utilized the National Council’s E-advocacy system Voter Voice to mobilize state advocates on homelessness, taxation, housing, and payday loans.

District Councils can make a big impact in their state legislature by mobilizing Vincentians to email their state legislators. We have seen success where local Councils are part of larger state coalitions that are vocal about a specific issue. Councils that work closely with their state Catholic Conferences on grassroots issues also see success.

In the four campaigns mentioned above, which last about 2 – 3 weeks each, have sent over 200 messages to state legislators and have resulted in 115 new advocates for St. Vincent de Paul. This was Georgia and Kentucky’s first foray into mobilizing advocates using Voter Voice, and their campaigns brought in the bulk of those 115 new advocates.

How do you get started?

State Diocesan/Archdiocesan presidents, District Council Presidents, Executive Director(s) are empowered to work on state legislative issues. When they agree to bring forward a potential grassroots campaign, they need to sign off on the campaign. They should notify their regional representative and Chair of the Voice for the Poor Committee and their Regional Vice President. Then they will work with Steve Uram, National Director of Poverty Programs, to draft the alert and the message to advocates and to the state legislators. You can find the process explained in our State and Advocacy Toolkit.

As Exodus 22:20-26 reminds us, we shall be judged if we oppress the poor or vulnerable — God will hear their cry. Let us build up the Kingdom of God with justice by advocating for our neighbors in need.

  • Jill Pioter

03-07-24 Questions & Answers
03-07-24 Questions & Answers 1200 628 Jill Pioter

Q: I was told that our National Council has about 128 voting members. Do you know approximately how many votes can be cast at our General Council in Paris? 

A: In the U.S., there are 128 National Council Members eligible to vote at Midyear and National Assembly business meetings. According to The Rule, Part II, the Presidents of all instituted Superior (National) Councils or Assimilated Councils are voting members of the International Confederation. Assimilated Councils are lower-level Councils or Conferences that have been officially designated as representing the country where they are located. The Society is located in more than 150 countries and territories, so potentially there are more than 150 voting members.

Q: Is it proper for a Conference to take some funds from a bequest and place them into Certificates of Deposit (CDs) with different maturity dates?

A: It is okay to put money in CDs as long as there is a specific plan for reducing those funds to zero, such as building a new program or facility. Our purpose is not to build bank accounts or earn interest. The issue of hoarding comes into play when decisions are made to keep money in the bank instead of helping someone in need. Will the Conference readily cash in the CDs in order to help those in need, rather than allow the CDs to go to maturity? Conference funds are not to be used for “endowments” unless the funds were specifically collected for that purpose with the donor’s direction.

ESPAÑOL

P: Me dijeron que en nuestro Consejo Nacional hay alrededor de 128 votos que se pueden emitir. ¿Sabe usted aproximadamente cuántos votos se pueden emitir en nuestro Consejo General en París?

R: En los EE. UU. hay 128 miembros del Consejo Nacional elegibles para votar en las reuniones de negocios de mitad de año y de la Asamblea Nacional.

De acuerdo con la Regla, Parte II, los Presidentes de todos los Consejos Superiores (Nacionales) o Consejos Asimilados instituidos son miembros con derecho a voto de la Confederación Internacional. Los Consejos Asimilados son Consejos o Conferencias de nivel inferior que han sido designados oficialmente como representantes del país en el que se encuentran. Estamos ubicados en más de 150 países y territorios, por lo que potencialmente hay más de 150 miembros con derecho a voto.

 P: ¿Es apropiado que una Conferencia tome algunos fondos de un legado y los coloque en Certificados de Depósito (CD) con diferentes fechas de vencimiento?

R: Está bien poner dinero en certificados de depósito siempre y cuando haya un plan específico para reducir esos fondos a cero, como la construcción de un nuevo programa o instalación. Nuestro propósito no es crear cuentas bancarias ni ganar intereses.  El problema del acaparamiento entra en juego cuando se toman decisiones para mantener el dinero en el banco en lugar de ayudar a alguien que lo necesita. ¿Aceptará la Conferencia cobrar fácilmente los certificados de depósito para ayudar a los necesitados en lugar de permitir que los certificados de depósito lleguen a su vencimiento?  Los fondos de la conferencia no deben utilizarse para un “fondo dotacional” a menos que los fondos se hayan recaudado específicamente para ese propósito con la aprobación del donante.

  • Jill Pioter

02-29-24 Questions & Answers
02-29-24 Questions & Answers 1200 628 Jill Pioter

Q: Resolution 114 says that a Conference can be “suspended” and mentions an appeal process. But I’m not finding anything that tells us what needs to be done to suspend a Conference. For example, if a Conference refused to give us annual financial reports, according to Resolution 114, they can be suspended. But who tells them? Is it a local decision (e.g., Archdiocesan Council)? Does it have to be in writing, etc.? Guidance? Where do I find this information?

A: Only the National President may suspend a member or a Conference. Here’s the process. The Council must submit a letter to the National Vice President for the region showing the specifics of why the Conference should be suspended/dissolved. This letter must also include everything that was done to correct the situation. If convinced the information is sufficient, the National Vice President will submit the suspension request to the National President. If the National Vice President or the National President is not satisfied with the information given, he/she will advise the next steps. If the National Vice President does not feel that the information is sufficient and refuses to forward to the National President, the Council may appeal directly to the National President.

Q: Our store has been up and running successfully for a while. We now are getting a large number of “walk-in” friends in need. We have hired a current Vincentian who is experienced with the Home Visit process as an intake coordinator. We will continue to use the Home Visit process, but will have the coordinator do intake documentation, refer to other sources of help, coordinate volunteers for Home Visits, and handle immediate service for basic human needs emergencies.
We would greatly appreciate any documentation on position descriptions, words of wisdom, or other guidelines to get started with this process. 

A: Here are some considerations:

  1. You are hiring a Vincentian to be the intake coordinator, which means this individual will not be eligible for a role as an officer of the Conference. Paid staff are not allowed to be officers. This person can still be a member, but not an officer.
  2. The interview and decisions for assistance should be done by two Vincentians, with someone working with the intake coordinator during interviews to decide what basic assistance should be provided.
  3. There is no national documentation such as a job description describing an intake coordinator.

ESPAÑOL

P: La Resolución 114 dice que una Conferencia puede ser “suspendida” y habla de un proceso de apelación. Pero no encuentro nada que nos diga lo que hay que hacer para suspender una Conferencia. Por ejemplo, si una Conferencia se niega a presentarnos informes financieros anuales, de acuerdo con la Resolución 114 puede ser suspendida. Pero ¿quién se lo dice? ¿Es una decisión local (por ejemplo, el Consejo Arquidiocesano)? ¿Tiene que ser por escrito, etc.? ¿Orientación? ¿Dónde puedo encontrar esta información?

R: El Consejo debe presentar una carta al Vicepresidente Nacional de la Región en la que se indiquen los detalles de por qué la Conferencia debe suspenderse o disolverse. Esta carta también debe incluir todo lo que se hizo para corregir la situación. El Vicepresidente Nacional, si está convencido de que la información es suficiente, presentará la solicitud de suspensión al Presidente Nacional. Si el Vicepresidente Nacional o el Presidente Nacional no están satisfechos con la información proporcionada, aconsejarán los próximos pasos. Si el Vicepresidente Nacional considera que la información no es suficiente y se niega a transmitirla al Presidente Nacional, el Consejo puede apelar directamente al Presidente Nacional. Sólo el Presidente Nacional puede suspender a un miembro o a una Conferencia.

P: Nuestra tienda estuvo funcionando con éxito durante un tiempo. Ahora estamos recibiendo un gran número de prójimos que necesitan ayuda “sin cita previa”. Hemos contratado a uno de nuestros Vicentinos actuales, que tiene experiencia en el proceso de Visitas Domiciliarias, como “coordinador de admisión”. Continuaremos usando el proceso de Visitas Domiciliarias, pero haremos que el coordinador haga la documentación de admisión, refiera a otras fuentes de ayuda, coordine a los voluntarios para las visitas domiciliarias y maneje el servicio inmediato para emergencias de necesidades humanas básicas.
Agradeceríamos mucho cualquier documentación sobre descripciones de puestos, palabras de sabiduría u otras pautas para comenzar con este proceso.

R: Estas son algunas consideraciones:

  1. ¿Está contratando a un Vicentino para que sea el coordinador de admisión? Esto significa que esa persona no podrá desempeñar el cargo de miembro de la Mesa Directiva de la Conferencia. El personal remunerado no puede ser funcionario. Esta persona puede seguir siendo miembro, pero no funcionario.
  2. La entrevista y las decisiones de asistencia deben ser realizadas por dos Vicentinos, con alguien que trabaje con el coordinador de admisión durante las entrevistas para decidir qué asistencia básica se brindará.
  3. No existe documentación nacional, como una descripción del puesto de trabajo que describa a un coordinador de documentación de admisión.

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