The Cardinal Newman Society Through the Years

Since 1993, The Cardinal Newman Society has led the growing movement for renewal of faithful Catholic education. These are just some of the highlights of the last 30 years.

 

1993

Founding of CNS
Inspired by Saint John Paul II’s apostolic constitution, Ex corde Ecclesiae, Patrick Reilly and fellow alumni of Catholic colleges meet in Washington, D.C., in 1993 to launch The Cardinal Newman Society (CNS).

 

1995

National Conference

CNS brings national attention to the need for a renewal of Catholic education with a series of annual conferences featuring leading Catholics, including Cardinal Avery Dulles, S.J., Fr. Joseph Fessio, S.J., Peter Kreeft, Tom Monaghan, Fr. Richard John Neuhaus, Justice Antonin Scalia,
George Weigel, and more.

 

1999

Ex corde Ecclesiae
CNS is invited to advise the U.S. bishops’ committee implementing Ex corde Ecclesiae. Despite strong opposition from many college leaders and theologians, the final rule for colleges (1999) and mandatum guidelines for theologians (2001) follow CNS recommendations.

 

2007

The Newman Guide

With the aid of Fr. Benedict Groeschel, C.F.R., CNS releases the first edition of The Newman Guide in 2007 to celebrate faithful Catholic colleges and help families in the college search. The guide is instrumental to the survival and growth of many Newman Guide colleges. In 2009, Pope Benedict XVI receives The Newman Guide on the steps of Saint Peter’s Basilica.

 

2007

Eucharistic Miracles

For several years, CNS coordinates U.S. school and college exhibits of the “Eucharistic Miracles of the World,” developed by Blessed Carlo Acutis. Our “Adoration U” video, encouraging students’ devotion to the Blessed Sacrament, is featured on EWTN.

 

2008

Higher Education Center

For several years starting in 2008, CNS sponsors the Center for the Advancement of Catholic Higher Education, promoting best practices to strengthen Catholic identity and hosting gatherings of Catholic college leaders. Today CNS continues many of the Center’s initiatives and educator working groups.

 

2008

Pope Benedict in U.S.

CNS sparks a national conversation about the need for faithful Catholic education in advance of Pope Benedict XVI’s powerful address to educators at The Catholic University of America in 2008. Two years later, CNS members pledge more than 1,000,000 prayers and Masses for
the Holy Father.

 

2009

Obama at Notre Dame

Over the years, CNS opposes numerous scandals in Catholic colleges, including theological dissent, abortion and same-sex marriage advocacy, The Vagina Monologues performances, honors for vocal opponents of Catholic teaching, and more. In 2009, CNS gathers 367,000 signatures and the support of 83 bishops urging the University of Notre Dame not to honor pro-abortion President Barack Obama.

 

2011

Obamacare Mandate

In 2011, the Obama administration’s federal contraceptive mandate sparks more than a decade of legal threats to Catholic education related to contraception, abortion, same-sex marriage, and gender ideology. CNS publicly advocates the rights of Catholic educators, files amicus briefs in key federal court cases, and helps educators defend against threats from the Obama and Biden administrations, an EEOC ruling demanding contraception coverage at Belmont Abbey College, a lawsuit fighting single-sex dorms at The Catholic University of America, the National Labor Relations Board’s violations of religious freedom, and more.

 

2012

Catholic Education Honor Roll

CNS recognizes faithful Catholic schools on its Catholic Education Honor Roll and expands our mission to include Catholic education at all levels.

 

2012

My Future, My Faith

CNS launches My Future, My Faith publication to help Catholic families navigate the path from high school to college and learn about Newman Guide institutions. More than 200,000 copies have been distributed to date.

 

2013

Catholic Is Our Core

In 2013, CNS launches the Catholic Is Our Core initiative to explain why the Common Core State Standards are incompatible with faithful Catholic education. CNS meets with 30 bishops and diocesan school leaders and exposes a $100,000 grant from the Bill Gates Foundation to promote the Common Core in Catholic schools.

 

2014

Recruit Me

With its online program “Recruit Me,” CNS links high school students with Newman Guide colleges. A $5,000 essay scholarship program is later added to help expose more students to faithful education.

 

2015

Vatican World Congress

On the 50th anniversary of Gravissimum Educationis and
25th anniversary of Ex corde Ecclesiae in 2015, CNS participates
in the Vatican World Congress on Education.

2015

Teacher Witness

In 2015, CNS comes to the defense of Archbishop Salvatore Cordileone of San Francisco and his robust morality expectations for school teachers. CNS publishes recommended employment guidelines, leading to the Catholic Identity Standards Project to promote clear standards for all aspects of Catholic education.

 

2016

Catholic Curriculum standards

CNS develops and publishes Catholic Curriculum Standards to guide K-12 education and help dioceses shift away from secular state standards. By 2023, our Standards are used by at least 36 dioceses and 1,189 Catholic K-12 schools.

 

2017

Principles of
Catholic Identity

 

In 2017, after a thorough review of Vatican documents on Catholic education, CNS publishes its Principles of Catholic Identity in Education to guide all work of The Cardinal Newman Society.

Building upon this foundation, The Cardinal Newman Society has accomplished nearly as much in the last few years as in the last few decades. This includes:

  • Building upon this foundation, The Cardinal Newman Society has accomplished nearly as much in the last few years as in the last few decades. This includes:
  • Catholic families nationwide rely on The Newman Guide for guidance in choosing faithful colleges, and we are reaching thousands more families with our videos, social media outreach, and college fairs. This year, the guide will expand to recognize schools and graduate programs.
  • We are defending against threats to faithful Catholic education, including scandal and infidelity but also government attacks on religious freedom. And we are helping educators better protect their own institutions with well-constructed policies and faithful practices.
  • Our standards and other guidance for Catholic educators have expanded greatly. We often pivot quickly to address immediate challenges, like critical race theory and gender ideology.
  • Our Eucharistic Education Task Force is helping renew devotion to the Eucharist by the most effective means of evangelization: Catholic education.

God has truly blessed this work of promoting and defending faithful Catholic education. We ask His blessings on our continued work this year and for the next many decades—as long as it takes to ensure that every Catholic family has access to faithful education.

Justin Mcclain,
marketing coordinator for
educator resources.
Jmcclain@cardinalnewmansociety.org

 

 

CNS Launches Newman Guide Recognition for Schools, Graduate Programs

What could be more exciting than The Newman Guide? More Newman Guide!

The first edition of The Newman Guide was published in 2007, and I used it to find a faithful Catholic college where I had an amazing experience and even met my future husband. By helping Catholic families find good Catholic colleges amid widespread secularization and infidelity, the guide has become a hopeful sign of the renewal of faithful Catholic education.

As that renewal continues with the revitalization of faithful Catholic schools and the availability of faithful graduate programs, the time is right for The Cardinal Newman Society to take its Newman Guide to the next level. In this special anniversary year, we are expanding our highly successful Newman Guide to include faithful Catholic elementary, secondary, and graduate school options in addition to Catholic colleges.

The Newman Guide recognizes model institutions that refuse to compromise their Catholic mission. Too many of America’s schools and colleges—including much of Catholic education—have become battlegrounds for today’s culture wars, causing as many as 85 percent of Catholic youth to lose their faith by adulthood.

By extending the Newman Guide into K-12 schools and graduate programs, we are providing Catholic parents and students with a pathway to a seamless, faithful Catholic education.

Over the years, The Newman Guide has earned a strong reputation for rigorously vetting Catholic colleges, ensuring they have strong policies and standards that uphold Catholic identity from academics and athletics to faculty hiring and campus life. This has resonated with Catholic families, as more than 75,000 families refer to the Newman Guide online every year to help find a faithful Catholic college.

Newman Guide schools

Have you heard about Catholic schools providing daily Mass for students? Forming them with timeless works of literature? Ensuring a Catholic worldview in all subjects? Focusing on virtue development in their athletic programs?

There is so much to celebrate at Catholic schools recognized in The Newman Guide! While some Catholic schools have gone “woke” by embracing gender ideology and mirroring public schools in their curriculum, personnel, and educational philosophy, the Newman Guide schools remain strong in the faith.

We already have a lot of experience evaluating and recognizing schools since 2011 with our Catholic Education Honor Roll. The Honor Roll will continue a while longer as currently recognized schools complete their five-year terms, but new recognition will be under The Newman Guide.

“We are thrilled that The Cardinal Newman Society is expanding The Newman Guide to include primary and secondary Catholic schools,” said Derek Tremblay, headmaster of Mount Royal Academy in Sunapee, N.H. “The Cardinal Newman Society remains a critical and trusted partner in Catholic education. The policies and curriculum standards drafted and recommended by CNS reflect the fullness of the Catholic faith. There is simply no other institution that compares to what the Cardinal Newman Society has done to keep Catholic education faithful to Jesus Christ.”

Graduate programs

At the graduate school level, the expanded Newman Guide is also responding to a pressing need from Catholic families. For years, families have asked for our guidance in choosing a Catholic graduate program. And the number of U.S. students seeking a graduate degree has doubled in the last 20 years.

Some of the graduate programs working through the application process include the Augustine Institute, Ave Maria School of Law, Divine Mercy University, and Pontifex University. Newman Guide colleges that offer graduate programs have also expressed interest.

In the right program, students can pursue an advanced education while being immersed in a truly Catholic environment. This is great news for Catholic families and for the future of the Church!

Formation for a lifetime

There’s no greater gift parents can provide young people than a faithful Catholic education.

“We have told our kids they can choose from the list of faithful colleges for undergraduate studies,” said Elisa Del Curto, a Catholic mother of 10 in California, whose children have, so far, all attended a Newman Guide college at the undergraduate level. “We have never expected these faithful colleges on the list to be perfect; nothing can be. But what we have found in the guide has been beyond helpful in aiding our children in their quest for truth.”

We hope that families will find the same value in our recommendations of faithful schools and graduate programs. And we pray that the expanded Newman Guide will allow more students to enjoy better lives because of experiencing faithful Catholic education. The expanded Newman Guide is good news for Catholic families, Catholic educators, and the future of the Catholic Church!

Kelly Salomon
vice president for Newman
guide programs at The Cardinal Newman Society.

ksalomon@cardinalnewmansociety.org

The Future of Faithful Catholic Education

Not long before the launch of The Cardinal Newman Society in 1993, an elderly priest advised me to stop trying to rescue Catholic education. “You’re chasing the horses 20 years after the barn doors were opened,” he said.

I suppose he had reason for doubt. In the span of just two decades, his generation witnessed the tragic secularization of many Catholic colleges, the abdication of nuns from Catholic schools, and the rapid decline of parish school enrollment. Now, three decades later, many more Catholic schools have closed their doors, and enrollment has dropped steadily—at least until the recent post-pandemic bump.

Despite all this, never has The Cardinal Newman Society wavered from our mission to promote and defend faithful Catholic education. And while the tide of secularism in America is still very strong, never have I been more certain of the reform and renewal of Catholic education and of God’s blessings upon it!

Today we rejoice in a new generation of fruitful, authentic Catholic educators who are determined to build up faithful Catholic education. Colleges established and reformed in recent decades have become top choices for families seeking truly faithful Catholic education, thanks in part to the success of our Newman Guide programs. There is a growing number of exemplary Catholic schools and graduate programs, now also invited to enjoy Newman Guide recognition and promotion. And we celebrate the growth and maturation of Catholic homeschool and hybrid programs, forming outstanding scholars, leaders, priests, and sisters.

After 30 years of grateful toil in this work of fighting off secularism—the same work that our patron, Saint John Henry Newman, said was his primary mission more than a century ago—I have no more wisdom to offer than what Newman preached: education begins and ends in God. And as for the future of Catholic education and the success of our mission, we follow the example of Newman who asked only for the light of the Holy Spirit to see his next step. We, too, have only to seek and trust in the goodness of each step that we take. That blind trust served CNS well these last three decades.

Therefore, I won’t even try to predict the future of Catholic education—but we can pray for its revival, by God’s grace. And with each step forward, it helps to keep in mind the five broad objectives below, toward which there is much to be accomplished. The Cardinal Newman Society strives for advancement in each of these areas, and we are grateful to be accompanied by an ever-growing number of educators and partner organizations making important contributions toward faithful education.

Renewal

The mission of Catholic education and the vision articulated by the Church must be renewed in the hearts, minds, and wills of Catholic education leaders and teachers.

In too many schools and colleges, the very foundation of Catholic education has been forgotten or willfully neglected. The differences between secular and Catholic education are not minor—they are fundamental and are of great consequence to students. A secular education focuses on empowerment, helping students accumulate information and develop skills in order to achieve their intellectual and physical potential. But Catholic education has a higher priority: to know and love God in pursuit of communion with Him, which is the final and proper end of a fully human life. More than the accumulation of knowledge, the student discerns some portion of the wisdom of God, and this requires His grace bestowed through prayer and sacrament with Jesus Christ as the perfect teacher.

If Catholic education is to be revived—if Catholic parents are to once again choose education that helps fulfill their sacred responsibility to form their children in faith, virtue, and wisdom—then it begins with a renewed awareness and appreciation for the vision articulated in Vatican documents. After several months of studying magisterial guidance from the last century, The Cardinal Newman Society distilled the key points into our five Principles of Catholic Identity in Education. These can be viewed as a further development of the five “marks” of Catholic education proposed by Archbishop Michael Miller, CSB, which rely on the same Vatican sources.

Every Catholic educator should be familiar with the distinctive and superior elements of Catholic education, especially given the widespread secularism and confusion in society and even within the Church today.

Integration

The integrity of Catholic education needs to be restored, beginning with an understanding of the integrity of the human person. As St. John Henry Newman explains, students come to class with all their emotions, appetites, will, and reason “warring” inside of them, because of the Fall. But it is the task of Catholic education “to reunite what has been put asunder.” Catholic education forms the intellect, but it does so in harmony with the rest of the soul and body—a truly integral formation of the person, ordered toward communion with God.

Within academics, there is also an integration that is necessary to Catholic education. If all knowledge and wisdom come from the mind of God, the one source of all, then the various disciplines have one foundation and should share insights, values, and methods across the curriculum. This is especially true of the Catholic faith, which is not simply infused into the classroom but provides the foundation and principles for every study.

In other activities, there can be no contradiction between learning and behavior, especially by the witness of teachers and other staff. Upholding moral expectations across all employees is increasingly difficult as even Catholics embrace ideologies and cultural norms that oppose Catholic teaching. But the integrity of Catholic education demands such integrity of every adult whose witness is seen by students.

Protection

To ensure the integrity of Catholic education, it must be defended. The threats to faithful Catholic education are numerous, beginning with the lack of awareness among many educators of the distinct mission of Catholic education. Especially in colleges, students are sometimes misled by dissent and even scandal while living in an often toxic campus culture. Also, as noted above, false ideologies and cultural norms in American society today—most notably gender ideology and distortions of marriage and sexuality—have great influence over students, parents, and Catholic school and college employees. Activists, legislators, courts, athletic associations, accreditors, and others are trying to force these new norms on Catholic educators, disregarding their religious beliefs and obligations.

At CNS, we are working hard to help Catholic educators secure the greatest protection under the First Amendment’s guarantee of religious freedom. In addition to filing amicus briefs and communicating with government officials on behalf of Catholic families and educators, we provide standards and sample policies to help schools and colleges institute policies that are explicitly rooted in Catholic teaching, clear to all students and employees, and consistently upheld. The more forthright educators are about their Catholic mission and what is expected of all students and employees, the more likely an institution’s religious freedom is respected by the courts.

Reform

It may be that many Catholic schools and especially colleges have been too far afield, for too long a time, to expect a complete return to faithful Catholic education. But still there is a need for continued efforts at reform, if only to declare the principle that falsehood, dissent, and scandal have no place in authentic Catholic education.

Here we see the importance of developing a truly Catholic understanding of academic freedom. The Church does not accept the liberal view of human dignity as rooted in man’s reason and free will alone, thus recommending the widest possible freedom without regard for truth. Human dignity is bestowed by our Creator in His gracious desire that we be in communion with Him, and our reason and free will are ordered toward that purpose. Catholic education should allow students and teachers great freedom in exploring and contemplating reality, because reason requires a certain freedom to work on knowledge. But Catholic education must reject notions of absolute freedom, embrace truth, and avoid leading students into falsehood or sin.

Recommitment

Finally, the reform and renewal of faithful Catholic education require a recommitment by the Church to the project of education. In my conversations with bishops and priests, I often hear a tone of resignation, as if the days of Catholic education are behind us and can never be recovered. Saint John Paul II and Pope Benedict paced a very high priority on faithful Catholic education, and that sense of urgency and commitment needs to persist in American dioceses and homes.

Millions of dollars and work hours have been put into the “New Evangelization’ with mixed results, but always falling short of true formation of young people. Catholic formation requires time and the integration described above, and this simply cannot be done well in the context of scattered events built around a public education. Today public schools and universities often strive to form students in ways that are contradictory to a Catholic morality and worldview. We must again appreciate Catholic education as the Church’s primary and most effective means of evangelization, while being frank about the great dangers in public education.

This recommitment needs to happen, most importantly, among parents. They are the primary educators who choose the education for their children, and they witness to Catholic education by their own lifelong pursuit of Catholic formation and growing in knowledge and wisdom. At baptism, parents vow to raise their children in the Catholic faith. As St. John Henry Newman declared often, a private religion without relevance to activities outside of church is dead; and an education disregarding the fundamental insights of the Catholic faith is a poor education.

Is it too tall an order to ask for reform and renewal, integration and protection, with the full commitment of the Church? Can we recover the urgency of Archbishop John Hughes of New York, who insisted on building schools before completing parish church buildings?

With God’s grace, I do believe all this can come to pass—and we are seeing many exciting signs and examples of it all around the U.S. We go forward into the next decade, taking each step with bold confidence that God will do what He wills with our work. I look back on The Cardinal Newman Society’s 30 years with amazement and praise for what has been wrought from our faulty efforts, and that gives me the greatest hope for the future of Catholic education.

Patrick Reilly
president and founder of
The Cardinal Newman Society

 

The Call to Lead: Church Guidance for Catholic Educational Leaders

 
 
PowerPoint overview of The Call to Lead
 

The Call to Lead

Church Guidance for Catholic Educational Leaders

Denise L. Donohue, Ed.D., and Daniel P. Guernsey, Ed.D.

 

About The Call to Lead

The original version of The Call to Lead was co-written in 2018 by Dr. Denise Donohue, vice president for educator resources and evaluation at The Cardinal Newman Society, and Dr. Daniel Guernsey, senior fellow and education policy editor at The Cardinal Newman Society, with input from Dr. Jamie F. Arthur. This significantly revised version was written by Drs. Guernsey and Donohue. This edition adds quotes from the most recent documents from the Vatican’s Congregation for Catholic Education and sets of reflective questions. A facilitator guide and PowerPoint slides are available at cardinalnewmansociety.org

 

Summary: The Church encourages her educational leaders to view their executive position as a mission-focused vocation in service to Christ and to families. This vocation requires spiritual and professional formation anchored in personal witness to a life of faith. This booklet presents selections from Church documents to offer guidance and encouragement to educational leaders, in a readily accessible format. The selections are organized around five themes: Answering the Call, Fulfilling the Mission, Spiritual Formation, Professional Formation, and Personal Witness.

 

Introduction

The Call to Lead considers key aspects of leadership in Catholic education drawn from Church documents focused primarily on the role of Catholic school principal or headmaster. This guidance, however, will also aid other academic and program leaders, higher education leaders, directors and trustees, and diocesan officials who oversee Catholic education.

Throughout much of the history of America’s Catholic schools, diocesan priests and various men’s and women’s religious congregations guided a school’s culture, identity, and mission. Clergy and religious held most full-time administrative and faculty positions and integrated religious education and practices to ensure strong Catholic identity.

In the years following the Second Vatican Council, American Catholic education experienced a steady transition to lay teachers and leaders. By 2016, less than 3 percent of full-time professional staff were clergy and religious. The new challenge of properly forming lay teachers and leaders has made it necessary for the Church to discern and prescribe school leadership qualities previously assumed by clergy and religious. Within the last 60 years, the Church has issued several documents explaining how the school leader upholds and advances the mission of Catholic education.

Nevertheless, many school leaders today are unaware of this guidance, and its implementation is inconsistent across dioceses in the U.S. Increasing awareness of the Church’s vision for Catholic education is one of the goals of The Cardinal Newman Society.

The role of the Catholic principal as faith leader was highlighted in Sharing the Light of Faith (USCCB, 1977). The bishops elaborated on the relationship among Catholic identity, administrative leadership, and ways for realizing the Church’s mission for Catholic education.

Documents in the late 1980s began to highlight the ecclesial, spiritual, and pastoral dimensions of school leadership required of the laity who were now more involved in executive roles within Catholic schools:

The lay Catholic educator is a person who exercises a specific mission within the Church by living, in faith, a secular vocation in the communitarian structure of the school: with the best possible professional qualifications, with an apostolic intention inspired by faith, for the integral formation of the human person, in a communication of culture, in an exercise of that pedagogy which will give emphasis to direct and personal contact with students, giving spiritual inspiration to the educational community of which he or she is a member, as well as to all the different persons related to the educational community. To this lay person, as a member of this community, the family and the Church entrust the school’s educational endeavor. (Lay Catholics in Schools: Witnesses to Faith, n. 24)

The Religious Dimension of Education in a Catholic School (1988) elaborated on guidelines for Catholic education, acknowledged the movement of laity into leadership positions, and encouraged the development of formation programs necessary to ensure that administrators obtain training comparable to religious. Research highlighted the urgent need for programs to prepare Catholic school administrators and the shortage of educational leaders who understood the concepts of theological and spiritual leadership.

From the late 1990s, Church documents emphasized the relationship between faithful Catholic leadership and Catholic identity, expressed the need for preparation and formation, and linked those who served in these positions to the long-term viability of Catholic education. It had become clear that Catholic educational leaders needed to be experienced in the professional dimension. Still, even more critically, they needed to have an understanding and commitment to the Church’s expectations for Catholic education.

At the turn of the century, the Congregation for Catholic Education acknowledged the critical role of lay administrators in evangelization, building Christian community, and pastoral care in the document The Catholic School on the Threshold of the Third Millennium. And eight years later, referring to a “crisis in education,” the Congregation expressed the need to prepare Catholic educational leaders in Renewing Our Commitment to Catholic Elementary and Secondary Schools in the Third Millennium (2005):

The preparation and ongoing formation of new administrators and teachers is vital if our schools are to remain truly Catholic in all aspects of school life. Catholic school personnel should be grounded in a faith-based Catholic culture, have strong bonds to Christ and the Church, and be witnesses to the faith in both their words and actions. (p. 9)

This was repeated in Pope Benedict XVI’s 2008 address to Catholic educators in the United States:

Teachers and administrators, whether in universities or schools, have the duty and privilege to ensure that students receive instruction in Catholic doctrine and practice. This requires that public witness to the way of Christ, as found in the Gospel and upheld by the Church’s Magisterium, shapes all aspects of an institution’s life, both inside and outside the classroom. Divergence from this vision weakens Catholic identity and, far from advancing freedom, inevitably leads to confusion, whether moral, intellectual, or spiritual.

In 2015, the United States Conference of Catholic Bishops identified leadership as a priority for the future of Catholic education:

Clarity of vision and strong leaders formed in the faith are critical to establishing a rich Catholic culture in the Catholic school. Being academically excellent is critical and necessary, but not sufficient. The schools, whether primary and secondary or colleges and universities, must be fully Catholic. Formation of this kind would include pastors, administrators, teachers, and all those serving in the Catholic schools. Faith formation that includes individual formation in prayer, sacramental life, Scripture, doctrine, and knowledge of the nature and purpose of Catholic education would appear to be component parts of the formation of future leaders and teachers.

Some dioceses have established foundations that pay for formation of leaders and teachers during the school year. Other dioceses have partnerships with diocesan programs, associations, academic institutes, and Catholic higher education to offer formation and education to teachers and staff. Bishops and pastors should be actively engaged in identifying and forming present and future leaders in the schools.

Some dioceses have established certificate and degree programs for future administrators and superintendents. Creating interest and incentive in education for the future is critical to long-term viability and success of the colleges, universities, and schools. In addition to programs of training, there should be an intentional and particular emphasis on the sacramental and spiritual lives of the future leaders. (USCCB Response to Educating Today and Tomorrow, n. III., B., a.)

In 2019, the Congregation for Catholic Education issued ‘Male and Female He Created Them’: Towards a Path of Dialogue on the Question of Gender Theory in Education to guide school leaders in confronting gender ideology, which holds that gender can be separated from biological sex. This document makes explicit the responsibility of all individuals working in Catholic education, not just teachers, to advance the mission and Christian principles, especially as evidenced by personal witness:

School managers, teaching staff, and personnel all share the responsibility of both guaranteeing delivery of a high-quality service coherent with the Christian principles that lie at the heart of their educational project, as well as interpreting the challenges of their time while giving the daily witness of their understanding, objectivity, and prudence. (48)

The importance of Catholic educational leaders, especially in close collaboration with their schools’ pastors, is highlighted in the 2020 release of The Identity of the Catholic School for a Culture of Dialogue. In this document, school leaders and teachers are identified as having an ecclesiastical munus (or “office,” a Canon law term) (45) – something not seen before from the Congregation. This document conveys a tightening of the relationship between those who work in Catholic schools and their bishops.

Catholic leaders must be adept not only in operations, curriculum, and management but also strengthening Catholic identity by building a Catholic culture and community, fostering faith development, and integrating the Church’s traditions and doctrinal practices into all aspects of school life. Without this intense spiritual dimension, Catholic education would only mirror secular private education and fall short of fulfilling its divine mission of evangelization and sanctification.

Most of the Vatican’s documents on Catholic education focus primarily on teachers, but they still have relevance to educational leaders. Therefore, we also recommend our companion document, The Call to Teach: Church Guidance to Catholic Teachers, which can help any Catholic educator grow in understanding and appreciation of the great work before them.

 

I

Answering the Call

Overview

Leaders in Catholic education, called by God and led by the spirit of the Gospel, work for the sanctification of the world.[1] Their work is not just a profession, but a vocation, a calling to the apostolate of Catholic education.[2] Each leader must be fully aware of the importance and the responsibility of this vocation and fully respond to its demands, secure in the knowledge that their response is vital for the construction and ongoing renewal of the earthly city and the evangelization of the world.[3]

This vocational aspect requires each leader to live in faith within the communal nature of the school. As educational leaders who serve the Church, they operate in a type of ministerial function under the direction of the hierarchy[4] and participate in the threefold ministry of Christ: to teach doctrine, to build community, and to serve. This is the most effective means available to the Church for the education of children and young people.[5]

Catholic school leaders should exercise an apostolic intention inspired by faith to pursue the integral formation of the human person.[6] Through faith, they will find an unfailing source of the humility, hope, and charity needed to persevere in their work. Catholic school leaders make Christ known to others: students, teachers, families, and all those associated with the school.[7] This vocation to Catholic education demands special qualities of mind and heart, careful preparation, and continued readiness to renew and to adapt.[8]

Citations

Gravissimum Educationis (1965)

Beautiful indeed and of great importance is the vocation of all those who aid parents in fulfilling their duties and who, as representatives of the human community, undertake the task of education in schools. This vocation demands special qualities of mind and heart, very careful preparation, and continuing readiness to renew and to adapt. (n. 5)

Lay Catholics in Schools: Witnesses to Faith (1982)

This call to personal holiness and to apostolic mission is common to all believers; but there are many cases in which the life of a lay person takes on specific characteristics which transform this life into a specific “wonderful” vocation within the Church. The laity “seeks the kingdom of God by engaging in temporal affairs and by ordering them according to the plan of God.” They live in the midst of the world’s activities and professions, and in the ordinary circumstances of family and social life; and there they are called by God so that by exercising their proper function and being led by the spirit of the Gospel they can work for the sanctification of the world from within, in the manner of leaven. In this way they can make Christ known to others, especially by the testimony of a life resplendent in faith, hope, and charity. (n. 7)

One specific characteristic of the educational profession assumes its most profound significance in the Catholic educator: the communication of truth. For the Catholic educator, whatever is true is a participation in Him who is the Truth; the communication of truth, therefore, as a professional activity, is thus fundamentally transformed into a unique participation in the prophetic mission of Christ, carried on through one’s teaching. (n. 16)

And if there is no trace of Catholic identity in the education, the educator can hardly be called a Catholic educator. Some of the aspects of this living out of one’s identity are common and essential; they must be present no matter what the school is in which the lay educator exercises his or her vocation. (n. 25)

A Vocation, rather than a Profession: The work of a lay educator has an undeniably professional aspect; but it cannot be reduced to professionalism alone. Professionalism is marked by, and raised to, a super-natural Christian vocation. The life of the Catholic teacher must be marked by the exercise of a personal vocation in the Church, and not simply by the exercise of a profession. In a lay vocation, detachment and generosity are joined to legitimate defense of personal rights; but it is still a vocation, with the fullness of life and the personal commitment that the word implies. It offers ample opportunity for a life filled with enthusiasm. It is, therefore, very desirable that every lay Catholic educator become fully aware of the importance, the richness, and the responsibility of this vocation. They should fully respond to all of its demands, secure in the knowledge that their response is vital for the construction and ongoing renewal of the earthly city, and for the evangelization of the world. (n. 37)

… laity should participate authentically in the responsibility for the school; this assumes that they have the ability that is needed in all areas, and are sincerely committed to the educational objectives which characterize a Catholic school. And the school should use every means possible to encourage this kind of commitment; without it, the objectives of the school can never be fully realized. It must never be forgotten that the school itself is always in the process of being created, due to the labour brought to fruition by all those who have a role to play in it, and most especially by those who are teachers. (n. 78)

Above all else, lay Catholics will find support in their own faith. Faith is the unfailing source of the humility, the hope, and the charity needed for perseverance in their vocation. (nos. 72-79)

Educating Together in Catholic Schools, A Shared Mission Between Consecrated Persons and the Lay Faithful (2007)

Just as a consecrated person is called to testify his or her specific vocation to a life of communion in love so as to be in the scholastic community a sign, a memorial, and a prophecy of the values of the Gospel, so too a lay educator is required to exercise a specific mission within the Church by living, in faith, a secular vocation in the communitarian structure of the school. (n. 15)

Organized according to the diversities of persons and vocations, but vivified by the same spirit of communion, the educational community of the Catholic school aims at creating increasingly deeper relationships of communion that are in themselves educational. Precisely in this, it expresses the variety and beauty of the various vocations and the fruitfulness at educational and pedagogical levels that this contributes to the life of the school. (n. 37)

USCCB Response to Instrumentum Laboris: Educating Today and Tomorrow: A Renewing Passion (2015)

Amidst the persistent call for ongoing formation, there was an emerging sense of the vocation of Catholic school leaders, almost an awakening of the apostolate for administrators, teachers, board members, and pastors. Catholic education is not just a job, it is a vocation. A school’s Catholic identity depends on effective leader formation. Competent and capable leaders are able to address other needs like finance, governance, and recruitment. Faith filled Catholic leaders keep Catholic identity strong, set a positive tone, and bring the community together. Catholic school leaders need to see themselves as part of the mission and respond to the call for co-responsibility and collaboration. These men and women need to take their own faith journey seriously. (p. 11)

Questions for Reflection

Comprehension

  1. What is the nature of the call to Catholic educational
    leadership? What is being asked?
  2. How is Catholic educational leadership “a vocation,
    rather than a profession”?

Discussion

  1. What are the “special qualities of mind and heart”
    required of a Catholic school leader?
  2. What are some challenges to accepting the call to the
    vocation of a Catholic educational leader?

Application

  1. When and how did I hear the call to Catholic leadership?
  2. How can I more fully integrate my spiritual life into my daily work?

 

II

Fulfilling the Mission

Overview

The ultimate goal of Catholic education is transmitting clearly and fully the message of salvation, which elicits the response of faith.[9] By enriching students’ lives with the fullness of Christ’s message and inviting them to Christ, educators promote most effectively the students’ integral human development and build a community of truth, faith, hope, and love.[10]

 Leaders must be committed to Catholic identity and mission. All who are responsible for Catholic education must keep sight of the mission and apostolic value of their work so that schools enjoy the conditions in which to accomplish their mission of pursuing the individual good of the student (specifically their salvation) and service to the common good.

Leaders in Catholic education, filled with deep conviction, joy, and a spirit of sacrifice,[11] share in this mission. They constitute an element of great hope for the Church, for they are entrusted with the “integral human formation and the faith education of young people… who will determine whether the world of tomorrow is more closely or more loosely bound to Christ.”[12] As members of the People of God, united to Christ through Baptism, they work not for a mere employer, but for the Body of Christ, carrying out the mission of the Redeemer.[13]

Their role is to imbue their students with the spirit of Christ, striving to excel in pedagogy and the pursuit of knowledge in such a way that they advance the internal renewal of the Church and preserve and enhance its influence upon the modern world.[14] By accepting and developing a legacy of Catholic thought and educational experience, they take their place as full partners in the Church’s mission of educating the whole person and of transmitting the Good News of salvation in Jesus Christ to successive generations.[15]

Citations

Gravissimum Educationis (1965)

The sacred synod earnestly entreats young people themselves to become aware of the importance of the work of education and to prepare themselves to take it up, especially where because of a shortage of teachers the education of youth is in jeopardy. This same sacred synod, while professing its gratitude to priests, religious men and women, and the laity who by their evangelical self-dedication are devoted to the noble work of education and of schools of every type and level, exhorts them to persevere generously in the work they have undertaken and, imbuing their students with the spirit of Christ, to strive to excel in pedagogy and the pursuit of knowledge in such a way that they not merely advance the internal renewal of the Church but preserve and enhance its beneficent influence upon today’s world, especially the intellectual world. (Conclusion)

The Catholic School (1977)

If all who are responsible for the Catholic school would never lose sight of their mission and the apostolic value of their teaching, the school would enjoy better conditions in which to function in the present and would faithfully hand on its mission to future generations. They themselves, moreover, would most surely be filled with a deep conviction, joy, and spirit of sacrifice in the knowledge that they are offering innumerable young people the opportunity of growing in faith, of accepting and living its precious principles of truth, charity, and hope. (n. 87)

Lay Catholics in Schools: Witnesses to Faith (1982)

The lay Catholic working in a school is, along with every Christian, a member of the People of God. As such, united to Christ through Baptism, he or she shares in the basic dignity that is common to all members. For, “they share a common dignity from their rebirth in Christ. They have the same filial grace and the same vocation to perfection. They possess in common one salvation, one hope, and one undivided charity.” Although it is true that, in the Church, “by the will of Christ, some are made teachers, dispensers of mysteries and shepherds on behalf of others, yet all share a true equality with regard to the dignity and to the activity common to all the faithful for the building up of the Body of Christ.” Every Christian, and therefore also every lay person, has been made a sharer in “the priestly, prophetic, and kingly functions of Christ,” and their apostolate “is a participation in the saving mission of the Church itself… All are commissioned to that apostolate by the Lord Himself.” (n. 6)

There are times in which the Bishops will take advantage of the availability of competent lay persons who wish to give clear Christian witness in the field of education, and will entrust them with complete direction of Catholic schools, thus incorporating them more closely into the apostolic mission of the Church. (n. 46)

Lay Catholic educators in schools, whether teachers, directors, administrators, or auxiliary staff, must never have any doubts about the fact that they constitute an element of great hope for the Church. The Church puts its trust in them entrusting them with the task of gradually bringing about an integration of temporal reality with the Gospel, so that the Gospel can thus reach into the lives of all men and women. More particularly, it has entrusted them with the integral human formation and the faith education of young people. These young people are the ones who will determine whether the world of tomorrow is more closely or more loosely bound to Christ. (n. 81)

When [the Sacred Congregation for Catholic Education] considers the tremendous evangelical resource embodied in the millions of lay Catholics who devote their lives to schools, it recalls the words with which the Second Vatican Council ended its Decree on the Apostolate of the Laity, and “earnestly entreats in the Lord that all lay persons give a glad, generous, and prompt response to the voice of Christ, who is giving them an especially urgent invitation at this moment; …they should respond to it eagerly and magnanimously… and, recognizing that what is His is also their own (Phil 2, 5), to associate themselves with Him in His saving mission… Thus they can show that they are His co-workers in the various forms and methods of the Church’s one apostolate, which must be constantly adapted to the new needs of the times. May they always abound in the works of God, knowing that they will not labour in vain when their labour is for Him (cf. I Cor 15, 58).” (n. 82)

American Apostolic Journey to the United States of American and Canada, Meeting with the Representatives of Catholic Elementary and Secondary Schools and Leaders in Religious Education, Address of His Holiness John Paul II (1987)

In recent years, thousands of lay people have come forward as administrators and teachers in the Church’s schools and educational programs. By accepting and developing the legacy of Catholic thought and educational experience which they have inherited, they take their place as full partners in the Church’s mission of educating the whole person and of transmitting the Good News of salvation in Jesus Christ to successive generations of young Americans. Even if they do not “teach religion,” their service in a Catholic school or educational program is part of the Church’s unceasing endeavor to lead all to profess the truth in love and grow to the full maturity of Christ the head (Eph. 4, 15). (n. 4)

For a Catholic educator, the Church should not be looked upon merely as an employer. The Church is the Body of Christ, carrying on the mission of the Redeemer throughout history. It is our privilege to share in that mission, to which we are called by the grace of God and in which we are engaged together. (n. 4)

The ultimate goal of all Catholic education is salvation in Jesus Christ. Catholic educators effectively work for the coming of Christ’s Kingdom; this work includes transmitting clearly and in full the message of salvation, which elicits the response of faith. In faith we know God, and the hidden purpose of his will (Cfr. Eph. 1, 9). In faith we truly come to know ourselves. By sharing our faith, we communicate a complete vision of the whole of reality and a commitment to truth and goodness. This vision and this commitment draw the strands of life into a purposeful pattern. By enriching your student’s lives with the fullness of Christ’s message and by inviting them to accept with all their hearts Christ’s work, which is the Church, you promote most effectively their integral human development and you help them to build a community of faith, hope and love. (n. 8)

Pope Francis, Evangelii Gaudium (2013)

I want to emphasize that what I am trying to express here has a programmatic significance and important consequences. I hope that all communities will devote the necessary effort to advancing along the path of pastoral and missionary conversion which cannot leave things as they presently are. ‘Mere administration’ can no longer be enough. Throughout the world, let us be ‘permanently in a state of mission.’ (par. 25)

Educating Today and Tomorrow: A Renewing Passion (2014)

School heads must be leaders who make sure that education is a shared and living mission, who support and organize teachers, who promote mutual encouragement and assistance. (n. III., 1. b.)

USCCB Response to Instrumentum Laboris: Educating Today and Tomorrow: A Renewing Passion (2015)

We need Catholic educators that are strong leaders committed to Catholic identity and mission. They were described as truly Catholic, well-formed in faith and morals, active in the faith, and involved in parish life. (p. 11)

Hiring for mission is essential to the future success of Catholic schools. School administrators, teachers, coaches, and staff need to be thoroughly evangelized and living vibrant Christian lives. This atmosphere begins with formation of leaders in school; principals need encouragement in personal faith formation and in encouraging faculty and staff in their faith formation. Catholic education is about making sure we do everything we can to form and educate the future leaders in our Church and society. Training for teachers in an integrated curriculum is part of Catholic identity in the schools. (p. 13)

The Identity of the Catholic School for a Culture of Dialogue (2022)

The educational role of teachers is associated with that of school leaders. ‘School leaders are more than just managers of an organization. They are true educational leaders when they are the first to take on this responsibility, which is also an ecclesial and pastoral mission rooted in a relationship with the Church’s pastors.’ (49)

A further responsibility of the school leadership is the promotion and protection of its ties with the Catholic community, which is realized through communion with the Church hierarchy. Indeed, the ‘ecclesial nature of Catholic schools, which is inscribed in the very heart of their identity as schools, is the reason for the institutional link they keep with the Church hierarchy, which guarantees that the instruction and education be grounded in the principles of the Catholic faith and imparted by teachers of right doctrine and probity of life” (cf. Can. 803 CIC; Can. 632 and 639 CCEO). (50)

Questions for Reflection

Comprehension

  1. What are some of the roles and responsibilities of a
    Catholic school leader who works to fulfill the mission of Catholic education?
  2. What is the school leader’s relationship to the ecclesial body of the Church?

Discussion

  1. Why is hiring for mission important, and how well does your school do this?
  2. How might you respond to the challenges that “‘Mere administration’ can no longer be enough” and “Throughout the world, let us be ‘permanently in a state of mission’”? What does being “in a state of mission” look like?

Application

  1. How can I ensure that “education is a shared and living
    mission” in my school?
  2. How effective am I at creating an environment that
    transmits clearly and fully the message of salvation, which elicits the response of faith and enriches “students’ lives with the fullness of Christ’s message and …invit[es] them to accept with all their hearts Christ’s work”?

 

III

Spiritual Formation

Overview

Catholic education depends on strong leaders, well-formed in the faith,[16] who are committed to the Church’s vision for Catholic education. Through prayer, sacramental life, Scripture, doctrine, and knowledge of the nature and purpose of Catholic education, they cultivate their own spiritual formation and develop a deeper relationship with Jesus Christ. These encounters awaken leaders’ love and open their spirits to others so that their educational commitment becomes a consequence of their faith, a faith that becomes active through love.

School leaders assume responsibility for the ecclesial and pastoral mission of Catholic education. As practicing Catholics in good standing, they understand and accept the teachings of the Church and the moral demands of the Gospel.[17] Their calling guides and shapes their commitment to the Church and the faith they profess. They participate simply and actively in the liturgical and sacramental life of the school and provide an example to others who find in them nourishment for Christian living.[18]

The Catholic educational leader provides spiritual inspiration for the school, the academic and cultural organizations with which the school comes in contact, the local Church, and the wider community.[19] Such inspiration will manifest itself in different forms of evangelization.[20]

Citations

Lay Catholics in Schools: Witnesses to Faith (1982)

This calling, says the Second Vatican Council, speaking about educators, requires “extremely careful preparation” … The need for an adequate formation is often felt most acutely in religious and spiritual areas; all too frequently, lay Catholics have not had a religious formation that is equal to their general, cultural, and, most especially, professional formation. (n. 60)

The need for religious formation is related to this specific awareness that is being asked of lay Catholics; religious formation must be broadened and be kept up to date, on the same level as, and in harmony with, human formation as a whole. Lay Catholics need to be keenly aware of the need for this kind of religious formation; it is not only the exercise of an apostolate that depends on it, but even an appropriate professional competence, especially when the competence is in the field of education. (n. 62)

For the Catholic educator, religious formation does not come to an end with the completion of basic education; it must be a part of and a complement to one’s professional formation, and so be proportionate to adult faith, human culture, and the specific lay vocation. This means that religious formation must be oriented toward both personal sanctification and apostolic mission, for these are two inseparable elements in a Christian vocation. “Formation for apostolic mission means a certain human and well-rounded formation, adapted to the natural abilities and circumstances of each person” and requires “in addition to spiritual formation… solid doctrinal instruction… in theology, ethics and philosophy.” Nor can we forget, in the case of an educator, adequate formation in the social teachings of the Church, which are “an integral part of the Christian concept of life” and help to keep intensely alive the kind of social sensitivity that is needed. (n. 65)

The communitarian structure of the school brings the Catholic educator into contact with a wide and rich assortment of people; not only the students, who are the reason why the school and the teaching profession exist, but also with one’s colleagues in the work of education, with parents, with other personnel in the school, with the school directors. The Catholic educator must be a source of spiritual inspiration for each of these groups, as well as for each of the scholastic and cultural organizations that the school comes in contact with, for the local Church and the parishes, for the entire human ambience in which he or she is inserted and, in a variety of ways, should have an effect on. In this way, the Catholic educator is called to display that kind of spiritual inspiration which will manifest different forms of evangelization. (n. 23)

As a visible manifestation of the faith they profess and the life witness they are supposed to manifest, it is important that lay Catholics who work in a Catholic school participate simply and actively in the liturgical and sacramental life of the school. Students will share in this life more readily when they have concrete examples: when they see the importance that this life has for believers. In today’s secularized world, students will see many lay people who call themselves Catholics, but who never take part in liturgy or sacraments. It is very important that they also have the example of lay adults who take such things seriously, who find in them a source and nourishment for Christian living. (n. 40)

USCCB, Co-Workers in the Vineyard of the Lord (2005)

Today in parishes, schools, Church institutions, and diocesan agencies, laity serve in various “ministries, offices and roles” that do not require sacramental ordination but rather “find their foundation in the Sacraments of Baptism and Confirmation, indeed, for a good many of them, in the Sacrament of Matrimony.” (p. 9)

The term “lay ecclesial minister” is generic. It is meant to encompass and describe several possible roles. In parish life—to cite only one sphere of involvement—the pastoral associate, parish catechetical leader, youth ministry leader, school principal, and director of liturgy or pastoral music are examples of such roles. (p. 11)

The ministry is ecclesial because it has a place within the community of the Church, whose communion and mission it serves, and because it is submitted to the discernment, authorization, and supervision of the hierarchy. Finally, it is ministry because it is a participation in the threefold ministry of Christ, who is priest, prophet, and king. ‘In this original sense the term ministry (servitium) expresses only the work by which the Church’s members continue the mission and ministry of Christ within her and the whole world.’ We apply the term ‘ministry’ to certain works undertaken by the lay faithful by making constant reference to one source, the ministry of Christ. (p. 11)

Their functions of collaboration with the ordained require of lay ecclesial ministers a special level of professional competence and presence to the community. Their position often involves coordinating and directing others in the community… For these reasons, their roles often require academic preparation, certification, credentialing, and a formation that integrates personal, spiritual, intellectual, and pastoral dimensions. These lay ecclesial ministers often express a sense of being called. This sense motivates what they are doing, guiding and shaping a major life choice and commitment to Church ministry. (p. 12)

National Directory for Catechesis (2005)

Principals

The Catholic school is a center for evangelization; this, its catechetical program, is essential to its distinctly Catholic identity and character. It is “an active apostolate.” Therefore, the principal of a Catholic school must be a practicing Catholic in good standing who understands and accepts the teachings of the Church and moral demands of the Gospel. As a catechetical leader in the Catholic school, the principal is called to:

  • Recognize that all members of the faculty and staff “are an integral part of the process of religious education”;
  • Recruit teachers who are practicing Catholics, who can understand and accept the teachings of the Catholic Church and the moral demands of the Gospel, and who can contribute to the achievement of the school’s Catholic identity and apostolic goals;
  • Supervise, through observation and evaluation, the performance of each religion teacher;
  • Provide opportunities for ongoing catechesis of faculty members;
  • Design a curriculum that supports the school’s catechetical goals and, if the school is associated with a parish, the parish’s catechetical goals;
  • Develop goals for the implementation of an overall catechetical plan for the school, and periodically evaluate progress toward these goals;
  • Foster a distinctively Christian community among the faculty, students, and parents;
  • Provide, alongside the pastor, for the spiritual growth of the faculty;
  • Collaborate with parish, area, and diocesan personnel in planning and implementing programs of total parish catechesis. (n. 231)

Educating Together in Catholic Schools, A Shared Mission Between Consecrated Persons and the Lay Faithful (2007)

For this reason, Catholic educators need a “formation of the heart”: they need to be led to that encounter with God in Christ which awakens their love and opens their spirits to others, so that their educational commitment becomes a consequence deriving from their faith, a faith which becomes active through love (cf. Gal 5:6). In fact, even care for instruction means loving (Wis 6:17). It is only in this way that they can make their teaching a school of faith, that is to say, a transmission of the Gospel, as required by the educational project of the Catholic school. (n. 25)

The transmission of the Christian message through teaching implies a mastery of the knowledge of the truths of the faith and of the principles of spiritual life that require constant improvement. This is why both consecrated and lay educators of the Catholic school need to follow an opportune formational theological itinerary. Such an itinerary makes it easier to combine the understanding of faith with professional commitment and Christian action. Apart from their theological formation, educators need also to cultivate their spiritual formation in order to develop their relationship with Jesus Christ and become a Master like Him. In this sense, the formational journey of both lay and consecrated educators must be combined with the molding of the person towards greater conformity with Christ (cf. Rm 8:29) and of the educational community around Christ the Master. Moreover, the Catholic school is well aware that the community that it forms must be constantly nourished and compared with the sources from which the reason for its existence derives: the saving word of God in Sacred Scripture, in Tradition, above all liturgical and sacramental Tradition, enlightened by the Magisterium of the Church. (n. 26)

In the perspective of formation, by sharing their life of prayer and opportune forms of community life, the lay faithful and consecrated persons will nourish their reflection, their sense of fraternity, and generous dedication. In this common catechetical-theological and spiritual formational journey, we can see the face of a Church that presents that of Christ, praying, listening, learning, and teaching in fraternal communion. (n. 33)

It is also through their formational journey that educators are called on to build relationships at professional, personal, and spiritual levels, according to the logic of communion. For each one this involves being open, welcoming, disposed to a deep exchange of ideas, convivial and living a fraternal life within the educational community itself. (n. 35)

Circular Letter to the Presidents of Bishops’ Conferences on Religious Education in Schools (2009)

A form of education that ignores or marginalises the moral and religious dimension of the person is a hindrance to full education, because “children and young people have a right to be motivated to appraise moral values with a right conscience, to embrace them with a personal adherence, together with a deeper knowledge and love of God.” That is why the Second Vatican Council asked and recommended “all those who hold a position of public authority or who are in charge of education to see to it that youth is never deprived of this sacred right.” (n. 1)

Educating in Intercultural Dialogue in the Catholic school: Living in Harmony for a Civilization of Love (2013)

For those who occupy positions of leadership, there can be a strong temptation to consider the school like a company or business. However, schools that aim to be educating communities need those who govern them to be able to invoke the school’s reference values; they must then direct all the school’s professional and human resources in this direction. School leaders are more than just managers of an organization. They are true educational leaders when they are the first to take on this responsibility, which is also an ecclesial and pastoral mission rooted in a relationship with the Church’s pastors. (n. 85)

Educating Today and Tomorrow: A Renewing Passion (2014)

Spiritual poverty and declining cultural levels are starting to produce their dismal effects, even within Catholic schools. Often times, authoritativeness is being undermined. It is really not a matter of discipline—parents greatly appreciate Catholic schools because of their discipline—but do some Catholic school heads still have anything to say to students and their families? Is their authority based on formal rules or on the authoritativeness of their testimony? If we want to avert a gradual impoverishment, Catholic schools must be run by individuals and teams who are inspired by the Gospel, who have been formed in Christian pedagogy, in tune with Catholic schools’ educational project, and not by people who are prone to being seduced by fashionability, or by what can become an easier sell, to put it bluntly. (n. III.,1., a.)

USCCB Response to Instrumentum Laboris: Educating Today and Tomorrow: A Renewing Passion (2015)

Clarity of vision and strong leaders formed in the faith are critical to establishing a rich Catholic culture in the Catholic school. Being academically excellent is critical and necessary but not sufficient. The schools, whether primary and secondary, or colleges and universities, must be fully Catholic. Formation of this kind would include pastors, administrators, teachers, and all those serving in the Catholic school. Faith formation that includes individual formation in prayer, sacramental life, Scripture, doctrine, and knowledge of the nature and purpose of Catholic education would appear to be component parts of the formation of future leaders and teachers. (n. III., B., a.)

… In addition to programs of training, there should be an intentional and particular emphasis on the sacramental and spiritual lives of the future leaders. (p. 5)

The Congregation for Catholic Education has stated that, “Catholic schools are at the heart of the Church.” They are a vital aspect of the Church’s mission to preach the Gospel of Jesus Christ and as such are important to the future and vitality of the Church in the United States. Because they are vital and important, it is critical to support new efforts to develop and form strong faith-filled leaders and teachers at the elementary, secondary, and collegiate levels of Catholic education. Faith formation for all involved in the mission of Catholic education is part of the New Evangelization. (p. 8)

Catholic schools depend on clarity of vision and strong leaders well formed in the faith, who are capable of establishing a rich Catholic culture in the schools. Consequently, training, both professional and spiritual, was lifted up as vitally important. Our schools need professionally prepared, competent leaders who can lead and inspire. (p. 10)

As principals, teachers, and administrators, they must know and live Catholic principles and morality. Their formation should be rooted in the vision of missionary discipleship as articulated by the Holy Father in Evangelii Gaudium. The bishops noted the significance of witness statements for Catholic teachers and administrators. It was Pope Paul VI that noted young people listen more to witnesses than to teachers, and if they listen to teachers, it is because they are also witnesses. In service to the New Evangelization the formation of school leaders and teachers must equip them to create an evangelizing culture. The schools should be centers for evangelization and catechesis. The formation of school leaders is foundational for a Catholic school. The bishops spoke most frequently of principals, pastors, and teachers. A common term used was school leader, which encompasses a broad range of people related to the school: principals, pastors, teachers, coaches, administrators, board members, and parents, Latinos and Anglos, men and women, religious and lay. Through their formation, these leaders work to integrate faith into every facet of school life. Across the country, bishops call for catechetical formation for all school leaders. (p. 11)

‘Male and Female He Created Them’: Towards a Path of Dialogue on the Question of Gender Theory in Education (2019)

The authority of an educator is therefore built upon the concrete combination ‘of a general formation, founded on a positive and professional constructive concept of life, and of constant effort in realizing it. Such a formation goes beyond the purely necessary professional training and addresses the more intimate aspects of the personality, including the religious and the spiritual.’ (48)

Questions for Reflection

Comprehension

  1. What two things must a leader’s religious formation be oriented toward?
  2. What does a “formation of the heart” entail?

Discussion

  1. One of the documents asserts: “Spiritual poverty and declining cultural levels are starting to produce their dismal effects, even within Catholic schools.” Is that evident in your experience? How? What does this look like? How should your efforts and your institution’s efforts be
    adjusted and targeted in response to this threat to Catholic education?
  2. Review the selection from the National Directory for Catechesis (2005), p. 231, and rank the top three and the bottom three duties in terms of your strengths and weaknesses and then your school’s strengths and weaknesses.

Application

  1. How can I better form my heart for Catholic leadership?
  2. How do I provide for my ongoing theological growth as a leader? Why is this critical?

 

IV

Professional Formation

Overview

Professional competence unleashes educational potential. Those who oversee Catholic education must have the ability to create and manage learning environments that provide plentiful opportunities for students and teachers to flourish. Leaders respect individual differences and guide others toward significant and profound learning.[21] Leaders accompany their students and teachers toward lofty and challenging goals, establish high expectations for them, and connect them to each other and the world.[22] A solid professional formation in cultural, psychological, and pedagogical areas will aid toward this end.[23]

The purpose of education is the development of man from within, freeing him from that conditioning which would prevent him from becoming a fully integrated human being.[24] Every school and every educator in the school should strive to form strong and responsible individuals, who are grounded in Gospel values, capable of making free and correct choices, have a clear idea of the meaning of life, are open more and more to reality, and are ready to take their place in society.[25]

It is therefore important that leaders know how to create communities of formation and study to explore knowledge in the light of the Gospel and where individuals can make their own essential contribution to society.[26]

Catholic leaders facilitate growth in knowledge and growth in humanity.[27] They support and organize teacher collaboration and community by providing encouragement and assistance so they, too, can share in the living mission of evangelization and formation.[28]

Leaders have a duty to ensure that all personnel, including themselves, receive adequate preparation to serve effectively.[29] Formational needs for Catholic school leaders and teachers extend beyond that of teachers in government-run schools, since the purpose and ends of education are different. Therefore, formational programs for teachers and school leaders focusing on Christian cultural and pedagogical approaches must also be developed and provided.[30]

Citations: Professional Formation

The Catholic School (1977)

It must never be forgotten that the purpose of instruction at school is education, that is, the development of man from within, freeing him from that conditioning which would prevent him from becoming a fully integrated human being. The school must begin from the principle that its educational programme is intentionally directed to the growth of the whole person. (n. 29)

The Catholic school must be alert at all times to developments in the fields of child psychology, pedagogy, and particularly catechetics, and should especially keep abreast of directives from competent ecclesiastical authorities. The school must do everything in its power to aid the Church to fulfill its catechetical mission and so must have the best possible qualified teachers of religion. (n. 52)

Lay Catholics in Schools: Witnesses to Faith (1982) 

Faced with this reality [of extraordinary growth in science and technology], which lay people are the first to experience, the Catholic educator has an obvious and constant need for updating: in personal attitudes, in the content of the subjects, that are taught, in the pedagogical methods that are used. Recall that the vocation of an educator requires “a constant readiness to begin anew and to adapt.” If the need for updating is constant, then the formation must be permanent. This need is not limited to professional formation; it includes religious formation and, in general, the enrichment of the whole person. In this way, the Church will constantly adapt its pastoral mission to the circumstances of the men and women of each age, so that the message of Jesus Christ can be brought to them in a way that is understandable and adapted to their condition.

Permanent formation involves a wide variety of different elements; a constant search for ways to bring it about is therefore required of both individuals and the community. Among the variety of means for permanent formation, some have become ordinary and      virtually indispensable instruments: reading periodicals and pertinent books, attending conferences and seminars, participating in workshops, assemblies, and congresses, making appropriate use of periods of free time for formation. All lay Catholics who work in schools should make these a habitual part of their own human, professional, and religious life.

No one can deny that permanent formation, as the name itself suggests, is a difficult task; not everyone succeeds in doing it. This becomes especially true in the face of the growing complexity of contemporary life and the difficult nature of the educational mission, combined with the economic insecurity that so often accompanies it. But in spite of all these factors, no lay Catholic who works in a school can ignore this present-day need. To do so would be to remain locked up in outdated knowledge, criteria, and attitudes. To reject a formation that is permanent and that involves the whole person—human, professional, and religious—is to isolate oneself from that very world that has to be brought closer to the Gospel. (nos. 68-70)

Every person who contributes to integral human formation is an educator; but teachers have made integral human formation their very profession. When, then, we discuss the school, teachers deserve special consideration: because of their number, but also because of the institutional purpose of the school. But everyone who has a share in this formation is also to be included in the discussion: especially those who are responsible for the direction of the school, or are counsellors, tutors or coordinators; also those who complement and complete the educational activities of the teacher or help in administrative and auxiliary positions. (n. 15)

The integral formation of the human person, which is the purpose of education, includes the development of all the human faculties of the students, together with preparation for professional life, formation of ethical and social awareness, becoming aware of the transcendental, and religious education. Every school, and every educator in the school, ought to be striving “to form strong and responsible individuals, who are capable of making free and correct choices,” thus preparing young people “to open themselves more and more to reality, and to form in themselves a clear idea of the meaning of life.” (n. 17)

Each type of education, moreover, is influenced by a particular concept of what it means to be a human person. In today’s pluralistic world, the Catholic educator must consciously inspire his or her activity with the Christian concept of the person, in communion with the Magisterium of the Church. It is a concept which includes a defense of human rights, but also attributes to the human person the dignity of a child of God; it attributes the fullest liberty, freed from sin itself by Christ, the most exalted destiny, which is the definitive and total possession of God Himself, through love. It establishes the strictest possible relationship of solidarity among all persons; through mutual love and an ecclesial community. It calls for the fullest development of all that is human, because we have been made masters of the world by its Creator. Finally, it proposes Christ, Incarnate Son of God and perfect Man, as both model and means; to imitate Him is, for all men and women, the inexhaustible source of personal and communal perfection. Thus, Catholic educators can be certain that they make human beings more human. Moreover, the special task of those educators who are lay persons is to offer to their students a concrete example of the fact that people deeply immersed in the world, living fully the same secular life as the vast majority of the human family, possess this same exalted dignity. (n. 18)

The vocation of every Catholic educator includes the work of ongoing social development: to form men and women who will be ready to take their place in society, preparing them in such a way that they will make the kind of social commitment which will enable them to work for the improvement of social structures, making these structures more conformed to the principles of the Gospel. Thus, they will form human beings who will make human society more peaceful, fraternal, and communitarian… The Catholic educator, in other words, must be committed to the task of forming men and women who will make the “civilization of love” a reality. But lay educators must bring the experience of their own lives to this social development and social awareness, so that students can be prepared to take their place in society with an appreciation of the specific role of the lay person—for this is the life that nearly all of the students will be called to live. (n. 19)

A school uses its own specific means for the integral formation of the human person: the communication of culture. It is extremely important, then, that the Catholic educator reflect on the profound relationship that exists between culture and the Church…

For this reason, if the communication of culture is to be a genuine educational activity, it must not only be organic, but also critical and evaluative, historical and dynamic. Faith will provide Catholic educators with some essential principles for critique and evaluation; faith will help them to see all of human history as a history of salvation which culminates in the fullness of the Kingdom. This puts culture into a creative context, constantly being perfected. (n. 20)

To summarize: The Lay Catholic educator is a person who exercises a specific mission within the Church by living, in faith, a secular vocation in the communitarian structure of the school: with the best possible professional qualifications, with an apostolic intention inspired by faith, for the integral formation of the human person, in a communication of culture, in an exercise of that pedagogy which will give emphasis to direct and personal contact with students, giving spiritual inspiration to the educational community of which he or she is a member, as well as to all the different persons related to the educational community. To this lay person, as a member of this community, the family and the Church entrust the school’s educational endeavor. Lay teachers must be profoundly convinced that they share in the sanctifying, and therefore educational, mission of the Church; they cannot regard themselves as cut off from the ecclesial complex. (n. 24)

Professionalism is one of the most important characteristics in the identity of every lay Catholic. The first requirement, then, for a lay educator who wishes to live out his or her ecclesial vocation, is the acquisition of a solid professional formation. In the case of an educator, this includes competency in a wide range of cultural, psychological, and pedagogical areas. However, it is not enough that the initial training be at a good level; this must be maintained and deepened, always bringing it up to date. (n. 27)

New horizons will be opened to students through the responses that Christian revelation brings to questions about the ultimate meaning of the human person, of human life, of history, and of the world. These must be offered to the students as responses which flow out of the profound faith of the educator, but at the same time with the greatest sensitive respect for the conscience of each student. (n. 28)

Faced with this reality [of the expansion of science and technology; an age of change], which lay people are the first to experience, the Catholic educator has an obvious and constant need for updating: in personal attitudes, in the content of the subjects, that are taught, in the pedagogical methods that are used. Recall that the vocation of an educator requires “a constant readiness to begin anew and to adapt.” (nos. 68-70)

If the directors of the school and the lay people who work in the school are to live according to the same ideals, two things are essential. First, lay people must receive an adequate salary, guaranteed by a well-defined contract, for the work they do in the school: a salary that will permit them to live in dignity, without excessive work or a need for additional employment that will interfere with the duties of an educator. This may not be immediately possible without putting an enormous financial burden on the families, or making the school so expensive that it becomes a school for a small elite group; but so long as a truly adequate salary is not being paid, the laity should see in the school directors a genuine preoccupation to find the resources necessary to achieve this end. Secondly, laity should participate authentically in the responsibility for the school; this assumes that they have the ability that is needed in all areas and are sincerely committed to the educational objectives which characterize a Catholic school. (n. 78)

As a part of its mission, an element proper to the school is solicitous care for the permanent professional and religious formation of its lay members. Lay people should be able to look to the school for the orientation and the assistance that they need, including the willingness to make time available when this is needed. Formation is indispensable; without it, the school will wander further and further away from its objectives. Often enough, if it will join forces with other educational centers and with Catholic professional organizations, a Catholic school will not find it too difficult to organize conferences, seminars, and other meetings which will provide the needed formation. According to circumstances, these could be expanded to include other lay Catholic educators who do not work in Catholic schools; these people would thus be offered an opportunity they are frequently in need of, and do not easily find elsewhere. (n. 79)

The Religious Dimension in a Catholic School (1988)

Recent Church teaching has added an essential note: “The basic principle which must guide us in our commitment to this sensitive area of pastoral activity is that religious instruction and catechesis are at the same time distinct and complementary. A school has as its purpose the students’ integral formation. Religious instruction, therefore, should be integrated into the objectives and criteria which characterize a modern school.” School directors should keep this directive of the Magisterium in mind, and they should respect the distinctive characteristics of religious instruction. (n. 70)

Educating Together in Catholic Schools, A Shared Mission Between Consecrated Persons and the Lay Faithful (2007)

Professional formation: One of the fundamental requirements for an educator in a Catholic school is his or her possession of a solid professional formation. Poor quality teaching, due to insufficient professional preparation or inadequate pedagogical methods, unavoidably undermines the effectiveness of the overall formation of the student and of the cultural witness that the educator must offer. (n. 21)

The professional formation of the educator implies a vast range of cultural, psychological, and pedagogical skills, characterized by autonomy, planning and evaluation capacity, creativity, openness to innovation, aptitude for updating, research, and experimentation. It also demands the ability to synthesize professional skills with educational motivations, giving particular attention to the relational situation required today by the increasingly collegial exercise of the teaching profession. Moreover, in the eyes and expectations of students and their families, the educator is seen and desired as a welcoming and prepared interlocutor, able to motivate the young to a complete formation, to encourage and direct their greatest energy and skills towards a positive construction of themselves and their lives, and to be a serious and credible witness of the responsibility and hope which the school owes to society. (n. 22)

It is not sufficient simply to care about professional updating in the strict sense. The synthesis between faith, culture, and life that educators of the Catholic school are called to achieve is, in fact, reached “by integrating all the different aspects of human knowledge through the subjects taught, in the light of the Gospel [… and] in the growth of the virtues characteristic of the Christian.” This means that Catholic educators must attain a special sensitivity with regard to the person to be educated in order to grasp not only the request for growth in knowledge and skills, but also the need for growth in humanity. Thus, educators must dedicate themselves “to others with heartfelt concern, enabling them to experience the richness of their humanity.” (n. 24)

Educating in Intercultural Dialogue in the Catholic School: Living in Harmony for a Civilization of Love (2013)

The formation of teachers and administrators is of crucial importance. In most countries, the state provides the initial formation of school personnel. Good though this may be, it cannot be considered sufficient. In fact, Catholic schools bring something extra, particular to them, that must always be recognized and developed. Therefore, while the obligatory formation needs to consider those disciplinary and professional matters typical of teaching and administrating, it must also consider the cultural and pedagogical fundamentals that make up Catholic schools’ identity.

The time spent in formation must be used for reinforcing the idea of Catholic schools as being communities of fraternal relationships and places of research, dedicated to deepening and communicating truth in the various scholarly disciplines. Those who have leadership positions are duty-bound to guarantee that all personnel receive adequate preparation to serve effectively. Moreover, they must serve in coherence with the faith they profess, and be able to interpret society’s demands in the actual situation of its current configuration. This also favors the school’s collaboration with parents in education, respecting their responsibility as first and natural educators. (nos.76-77)

Hence, it is important that schools know how to be communities of formation and of study, where relationships among individuals color relationships among academic disciplines. Knowledge is enhanced from within by this reclaimed unity, in the light of the Gospel and Christian doctrine, and so can make its own essential contribution to the integral growth of both individuals and the evermore heralded global society. (n. 80)

Educating Today and Tomorrow: A Renewing Passion (2014)

The importance of schools’ and universities’ educational tasks explains how crucial training is for teachers, managers, and the entire staff that has educational responsibilities. Professional competence is the necessary condition for openness to unleash its educational potential. A lot is being required of teachers and managers: they should have the ability to create, invent, and manage learning environments that provide plentiful opportunities; they should be able to respect students’ different intelligences and guide them towards significant and profound learning; they should be able to accompany their students towards lofty and challenging goals, cherish high expectations for them, involve and connect students to each other and the world. Teachers must be able to pursue different goals simultaneously and face problem situations that require a high level of professionalism and preparation. To fulfil such expectations, these tasks should not be left to individual responsibility and adequate support should be provided at institutional level, with competent leaders showing the way, rather than bureaucrats. (n. II., 7)

USCCB Response to Instrumentum Laboris: Educating Today and Tomorrow: A Renewing Passion (2015)

Catholic schools depend on clarity of vision and strong leaders well formed in the faith, who are capable of establishing a rich Catholic culture in the schools. Consequently, training, both professional and spiritual, was lifted up as vitally important. Our schools need professionally prepared, competent leaders who can lead and inspire. These leaders need to be well-formed and able to teach, govern, recruit, and set the tone. They need to engage and invite minorities while making a clear case for the value of Catholic schools. (pp. 10-11)

Questions for Reflection

Comprehension

  1. What facets of professional development are school
    leaders required to provide Catholic teachers?
  2. What is integral formation?

Discussion

  1. How might the notion of integral formation result in a greater need for broader professional development among the faculty?
  2. How do you understand and seek to further the notion, “It must never be forgotten that the purpose of instruction at school is education, that is the development of man from within, freeing him from that conditioning which would prevent him from becoming a fully
    integrated human being. The school must begin from the principle that its educational programme is intentionally directed to the growth of the whole person” (The Catholic School, 1977, 29)? What professional development might be helpful toward this end?
  3. A recent Church document cited in this section states: “Each type of education, moreover, is influenced by a particular concept of what it means to be a human
    In today’s pluralistic world, the Catholic educator must consciously inspire his or her activity with the
    Christian concept of the person, in communion with the Magisterium of the Church.” What Catholic concepts of the human person are most controversial or rejected by the current common culture? How can you assist students in negotiating these troubled waters?

Application

  1. What are my strengths and weaknesses in providing
    professional development for teachers?
  2. How well do I account for my own professional and
    spiritual formation?

 

V

Personal Witness

Overview

Living out a vocation as rich and profound as that of a Catholic educational leader requires a mature spiritual life expressed in a profoundly lived Christian witness.[31] Leaders are called in a special way to make the Church present and operative so she might become the salt of the earth.[32] Catholic leaders must proclaim the Gospel message through their words and witness.[33] Helping to bring about the cooperation of all, as a witness to Christ, is the cornerstone of the community. The Catholic leader becomes a living example of one inspired by the Gospel.[34]

Conduct is even more important than speech in the formation of students.[35] Integrity of lived witness requires modeling Christianity in all aspects of the school’s life and both inside and outside the classroom.[36] The more completely the leader gives concrete witness to the model of Christ, the more the leader will be trusted and imitated.[37]

The project of the Catholic school is effective and convincing only if carried out by people who are deeply motivated to give witness to a living encounter with Christ, in who alone the mystery of man truly becomes clear.[38] Authentic witness to the school’s values creates a community climate permeated by the Gospel spirit of freedom and love.[39]

Citations

The Catholic School (1977)

By their witness and their behavior teachers are of the first importance to impart a distinctive character to Catholic schools. It is, therefore, indispensable to ensure their continuing formation through some form of suitable pastoral provision. This must aim to animate them as witnesses of Christ in the classroom and tackle the problems of their particular apostolate, especially regarding a Christian vision of the world and of education, problems also connected with the art of teaching in accordance with the principles of the Gospel. (n. 78)

Lay Catholics in Schools: Witnesses to Faith (1982)

It seems necessary to begin by trying to delineate the identity of the lay Catholics who work in a school; the way in which they bear witness to the faith will depend on this specific identity, in the Church and in this particular field of labour. In trying to contribute to the investigation, it is the intention of this Sacred Congregation to offer a service to lay Catholics who work in schools (and who should have a clear idea of the specific character of their vocation), and also to the People of God (who need to have a true picture of the laity as an active element, accomplishing an important task for the entire Church through their labour. (n. 5)

Therefore, “the laity are called in a special way to make the Church present and operative in those places and circumstances where only through them can she become the salt of the earth.” In order to achieve this presence of the whole Church, and of the Savior whom she proclaims, lay people must be ready to proclaim the message through their words and witness to it in what they do. (n. 9)

Conduct is always much more important than speech; this fact becomes especially important in the formation period of students. The more completely an educator can give concrete witness to the model of the ideal person that is being presented to the students, the more this ideal will be believed and imitated… Without this witness, living in such an atmosphere, they may begin to regard Christian behavior as an impossible ideal. It must never be forgotten that, in the crises “which have their greatest effect on the younger generations,” the most important element in the educational endeavor is “always the individual person: the person, and the moral dignity of that person which is the result of his or her principles, and the conformity of actions with those principles.” (n. 32)

Professional commitment; support of truth, justice, and freedom; openness to the point of view of others, combined with a habitual attitude of service; personal commitment to the students, and fraternal solidarity with everyone; a life that is integrally moral in all its aspects. The lay Catholic who brings all of this to his or her work in a pluralist school becomes a living mirror, in whom every individual in the educational community will see reflected an image of one inspired by the Gospel. (n. 52)

The concrete living out of a vocation as rich and profound as that of the lay Catholic in a school requires an appropriate formation, both on the professional plane and on the religious plane. Most especially, it requires the educator to have a mature spiritual personality, expressed in a profound Christian life. (n. 60)

The Religious Dimension of Education in a Catholic School (1988)

The Church, therefore, is willing to give lay people charge of the schools that it has established, and the laity themselves establish schools. The recognition of the school as a Catholic school is, however, always reserved to the competent ecclesiastical authority. When lay people do establish schools, they should be especially concerned with the creation of a community climate permeated by the Gospel spirit of freedom and love, and they should witness to this in their own lives. (n. 38)

 Apostolic Journey to the United States of America and Visit to the United Nations Organization Headquarters, Meeting with Catholic Educators, Address of His Holiness Benedict XVI (April 2008)

Teachers and administrators, whether in universities or schools, have the duty and privilege to ensure that students receive instruction in Catholic doctrine and practice. This requires that public witness to the way of Christ, as found in the Gospel and upheld by the Church’s Magisterium, shapes all aspects of an institution’s life, both inside and outside the classroom. Divergence from this vision weakens Catholic identity and, far from advancing freedom, inevitably leads to confusion, whether moral, intellectual, or spiritual.

Educating Together in Catholic Schools, A Shared Mission Between Consecrated Persons and the Lay Faithful (2007)

The project of the Catholic school is convincing only if carried out by people who are deeply motivated, because they witness to a living encounter with Christ, in whom alone the mystery of man truly becomes clear. These persons, therefore, acknowledge a personal and communal adherence with the Lord, assumed as the basis and constant reference of the inter-personal relationship and mutual cooperation between educator and student. (n. 4)

Educating in Intercultural Dialogue in the Catholic School: Living in Harmony for a Civilization of Love (2013)

Catholic schools develop, in a manner wholly particular to them, the basic hypothesis that formation covers the whole arc of professional experience and is not limited to the period of initial formation or formation in the early years. Catholic schools require people not only to know how to teach or direct an organization; they also require them, using the skills of their profession, to know how to bear authentic witness to the school’s values, as well as to their own continuing efforts to live out ever more deeply, in thought and deed, the ideals that are stated publicly in words. (n. 80)

Educating Today and Tomorrow: A Renewing Passion (2014)

Hence, one of the most important challenges will be to foster a greater cultural openness amongst teachers and, at the same time, an equally greater willingness to act as witnesses, so that they are aware and careful about their school’s peculiar context in their work, without being lukewarm or extremist, teaching what they know and testifying to what they believe in. In order for teachers to interpret their profession in this way, they must be formed to engage in the dialogue between faith and cultures and between different religions; there cannot be any real dialogue if educators themselves have not been formed and helped to deepen their faith and personal beliefs. (n. III,1., i.)

‘Male and Female He Created Them’: Towards a Path of Dialogue on the Question of Gender Theory in Education (2019)

School managers, teaching staff, and personnel all share the responsibility of both guaranteeing delivery of a high-quality service coherent with the Christian principles that lie at the heart of their educational project, as well as interpreting the challenges of their time while giving the daily witness of their understanding, objectivity, and prudence. (48)

The Identity of the Catholic School for a Culture of Dialogue (2022)

Everyone has the obligation to recognize, respect, and bear witness to the Catholic identity of the school, officially set out in the educational project. This applies to the teaching staff, the non-teaching personnel, and the pupils and their families. (39)

Questions for Reflection

Comprehension

  1. According to the selections provided, why is personal
    witness important in the life of a Catholic school teacher or leader?
  2. Is personal witness only required from a teacher or school leader? Who else is called to witness to the faith in a Catholic school?

Discussion

  1. Why is being a faithful witness inside and outside of school important for the Catholic school leader? Who have you seen do this well? What did it look like?
  2. How can leaders assist teachers to be better witnesses? How to motivate them? How to evaluate them? How to challenge them? How to confront them when they fall dangerously short of the goal?

Application

  1. How can I become a more effective witness?
  2. Of these five elements in this document (answering the call, fulfilling the mission, spiritual formation, professional formation, and personal witness), which am I most comfortable with? Which will require the most effort from me?

 

Conclusion

The Church’s guidance conveys the immense responsibility that Catholic school leaders assume in the ministry of Catholic education. Theirs is a special call, a vocation to the apostolate of Catholic education where it is demanded of them to live lives of Gospel witness, fully and integrally. Not only are they entrusted with the human formation and education of young people, but they are also called on to model and witness the Catholic faith on a daily basis and to edify and bolster the faith of their colleagues and peers. A school’s Catholic identity depends on effective and formed faith-filled leaders who set the tone for a vibrant, worshiping community of believers who collaborate with the Church to fulfill the mission of evangelization and sanctification of its faithful.

[1] Sacred Congregation for Catholic Education, Lay Catholics in Schools: Witnesses to Faith (1982) 7.

[2] Sacred Congregation for Catholic Education (1982) 37.

[3] Sacred Congregation for Catholic Education (1982) 37.

[4] United States Conference of Catholic Bishops, Co-workers in the Vineyard of Christ (2005) 11.

[5] United States Conference of Catholic Bishops, Teach Them (1976) II, par.1.

[6] Congregation for Catholic Education, Educating Together in Catholic Schools: A Shared Mission Between Consecrated Persons and the Lay Faithful (2007) 30.

[7] Sacred Congregation for Catholic Education (1982) 7.

[8] St. Paul VI, Gravissimum Educationis (1965) 5.

[9] St. Paul VI, 8.

[10] St. Paul VI, 8.

[11] Sacred Congregation for Catholic Education, The Catholic School (1977) 87.

[12] Sacred Congregation for Catholic Education (1982) 81.

[13] St. John Paul II, Apostolic Journey to the United States and Canada (1987) 4.

[14] St. Paul VI, Conclusion.

[15] St. John Paul II (1987) 4.

[16] United States Conference of Catholic Bishops, USCCB Response to Educating Today and Tomorrow (2015) p. 5, at https://www.usccb.org/beliefs-and-teachings/how-we-teach/catholic-education/k-12/upload/15-076-Final-World-Congress.pdf; Congregation for Catholic Education, Educating Today and Tomorrow (2015) n. III., 1., a.

[17] United States Conference of Catholic Bishops, National Directory for Catechesis (2005) p. 231.

[18] Sacred Congregation for Catholic Education (1982) 40.

[19] Sacred Congregation for Catholic Education (1982) 23.

[20] Sacred Congregation for Catholic Education (1982) 23.

[21] Congregation for Catholic Education (2015) 7.

[22] Congregation for Catholic Education (2015) 7.

[23] Sacred Congregation for Catholic Education (1982) 27.

[24] Sacred Congregation for Catholic Education (1977) 29.

[25] Sacred Congregation for Catholic Education (1982) 17.

[26] Congregation for Catholic Education, Educating to Intercultural Dialogue in Catholic Schools: Living in Harmony for a Civilization of Love (2013) 80.

[27] Congregation for Catholic Education (2007) 24.

[28] Congregation for Catholic Education (2015) n. III, 1., b.

[29] United States Conference of Catholic Bishops (2015) p. 10.

[30] Congregation for Catholic Education (2013) 76-77.

[31] Sacred Congregation for Catholic Education (1982) 60.

[32] Sacred Congregation for Catholic Education (1982) 9.

[33] Sacred Congregation for Catholic Education (1982) 9.

[34] Sacred Congregation for Catholic Education (1982) 52.

[35] Sacred Congregation for Catholic Education (1982) 32.

[36] St. John Paul II (1987) 3.

[37] Sacred Congregation for Catholic Education (1982) 32.

[38] Congregation for Catholic Education (2007) 4.

[39] Congregation for Catholic Education (1988) 38.

 

Catholic Student Policies Protect Students, Educators

In faithful Catholic education, we don’t just teach skills, facts, and figures. We strive for “integral Christian formation,” helping students know, love, and serve God in this life and enjoy eternity with Him in the next. Our student policies, therefore, should promote virtue and holiness.

The formation in Catholic education is integral because it engages the whole student as a unity of mind, body, and spirit. We cultivate the human power of reason, train the will for moral action, and order the passions toward true goodness. We don’t adopt harmful practices, and we don’t permit harmful behaviors.

Our formation is Christian, because it embraces the dignity of every student as made in the image and likeness of God, called to communion with Him through redemption in Jesus Christ.

This agitates modern sensibilities. Today, families are constantly exposed to the rhetoric of division and resentment inspired by critical race theory, DEI (diversity, equity, and inclusion), and gender ideology. Some consciously adopt these non-Catholic worldviews, while others succumb over time to the unrelenting pressure of media and entertainment, especially on the internet and social media. They may even sue Catholic educators to force changes that compromise Catholic teaching and prevent true Catholic formation.

Of course, all this presents opportunities for us to present the Gospel and God’s loving plan for His children. As educators, we don’t shrink from proclaiming this message. Instead, we take up our role in the Church’s mission of evangelization.

One way to counter the ever-pressing culture is to produce and implement truly Catholic policies related to student formation and student conduct. The clarity of such policies and their consistent implementation will not only avoid conflicts and lawsuits, but will give the school or college strong credibility when claiming rights of religious freedom.

Start with Admissions

To conduct a review of your student policies, a logical place to start is admissions. Sharing the mission and vision of a school and its accompanying behavioral expectations in introductory meetings can greatly reduce the likelihood of moral confusion, sinful behavior, or future scandal. In cases of students struggling with same-sex attraction or gender dysphoria, policies should ensure attendance is an option if and only if the student is open to formation aligned with Christian anthropology and does not promote or overtly express disordered inclinations.

Human Sexuality Policies

Human sexuality policies can help guide school operations and interactions with students and all members of the educational community. These policies should explain that the institution will relate to all persons according to their biological sex at birth and maintain appropriate distinctions between males and females, especially in matters of facilities use, athletics teams, uniforms, and nomenclature.

Catholic educators teaching about human sexuality should ensure that all materials and instruction are carefully vetted for fidelity to Church teachings, taught by qualified and committed Catholics, and targeted to the appropriate age and developmental stage of the student. These materials should be shared in advance with parents, giving them ample time to withdraw their child from the program should they so choose.

Also included in these policies should be a prohibition against advocating for moral behavior at odds with Catholic Church teaching or participating in activities that tend to encourage immoral behavior.

 

Athletics

Policies related to athletics are also critically important, as sports uniquely involve the whole person—mind, body, and spirit. In addition, while sporting activities often cast the broadest net for interaction and are highly valued in our culture, we have seen how they can be distorted to promote a disintegration of the mind, body, and spirit. These are most evident in today’s gender-ideology-fueled controversies. Catholic education sports policies must be articulated to address these concerns.

Policies should guard against exploitation or idolatry related to the body and protect the body not only from physical injury but also from any attack on its physical, spiritual, and psychological integrity.

Policies should also ensure that all personnel and players are formed in a Christian and virtue-based approach to sport. Introducing virtues such as justice, with its emphasis on fair play and respect, or temperance, with its emphasis on modesty and self-control in action and speech, especially in moments of pain and tension, provides lessons carried far beyond the playing field.

The benefits derived from well-written student policies are increasing. Not only do they help form a Christian community by setting clear expectations for student conduct, but they also differentiate Catholic education from secular options, all too willing to adopt the moral whims of the day. In this aspect, policies are tools of evangelization.

If you’ve procrastinated writing or refreshing your school policies, delay no longer! Clear Catholic policies will serve as pillars supporting your claim to religious freedom when a lawsuit arrives.

 

 

Five Defenses for Catholic Education

You’re going to court—it’s almost inevitable.

Hopefully, your Catholic school or college has done all it can to protect itself from legal threats. It has adopted clear and consistent policies and employment resources, explaining its devotion and obligations to your Catholic mission. It’s done its best to avoid misunderstandings and head off lawsuits by students and employees.

But in today’s secular and often hostile culture—in which even many Catholics seem confused about topics like abortion, contraception, marriage, sexuality, and gender—discrimination lawsuits are bound to happen. And their frequency is likely to increase in the coming years.

So how does Catholic education defend itself in court?

During The Cardinal Newman Society’s recent three-part webinar series, Protecting Religious Freedom in Catholic Education, Luke Goodrich, a vice president and senior counsel at Becket Law, shared five key legal defenses available to Catholic educators. None is sufficient in itself, but together they offer powerful protection

1. Ministerial exception

According to Goodrich, the ministerial exception bars federal courts from interfering in a church’s choice of its ministers. Under the First Amendment to the U.S. Constitution, the government has no business telling a religious organization who’s going to fill a “ministerial” role, including teaching the Catholic faith. If an employee of a Catholic school or college has substantial religious functions, the institution may be shielded from that employee’s discrimination lawsuit, according to the U.S. Supreme Court’s rulings in Our Lady of Guadalupe School vs. Morrissey-Berru (2020) and Hosanna-Tabor Evangelical Lutheran Church and School vs. EEOC (2012). This likely does not apply to every employee.

2. Title VII religious exemption

Many employee lawsuits are filed under Title VII of the federal Civil Rights Act, which prohibits employment discrimination based on race, color, religion, sex, or national origin. Religious employers, however, are generally exempted from Title VII when they make employment decisions based on religion.

This is especially important following the U.S. Supreme Court ruling in Bostock v. Clayton County (2020), which redefined sex discrimination to include biases against “sexual orientation” and “gender identity.” To better qualify for the Title VII religious exemption, Catholic schools and colleges should give clear mission-centered reasons for their employment decisions—such as the necessity of ensuring faithful Catholic instruction and formation, a teacher’s willingness to teach Catholic doctrine regarding marriage and sexuality, and the importance of witnessing to Catholic moral teaching—without expressing personal approval or disapproval of an employee’s sexual or gender preferences and behaviors.

Title IX, the federal law that prohibits sex discrimination in schools and colleges that receive federal funds, also is being interpreted by the Biden administration to include “sexual orientation” and “gender identity.” But Title IX has an exemption that applies broadly to religious institutions. To defend against the Administration’s threats and lawsuits regarding athletics, restrooms, employment, and more, Catholic educators should be prepared to assert this exemption.

3. Religious Freedom Restoration Act

A near-unanimous Congress approved the Religious Freedom Restoration Act of 1993 to ensure that, even when the government has a “compelling public interest” to act in a way that impacts religious activity, it must do so in a manner that allows the greatest religious freedom. Courts have used RFRA to exempt religious organizations from federal laws—such as mandated insurance coverage for contraceptives—when the exemption does not substantially thwart the broad impact of the law.

Today some in Congress are trying to undermine RFRA. The proposed Equality Act, for instance, would remove RFRA as a protection for religious employers against the bill’s provisions regarding sexuality and gender identity. According to Goodrich, the Equality Act is a legalistic Trojan horse that would coerce both individuals and religious organizations into violating their religious beliefs.

4. Church autonomy

Federal courts prefer to resolve legal disputes by applying clear statutes rather than Constitutional claims, but Catholic educators should vigorously assert their freedom of religion. The Free Exercise and Establishment Clauses of the First Amendment guarantee the rights of religious organizations to control their internal affairs and make important internal decisions based on their religious beliefs. Because they are religious institutions, Catholic schools and colleges have the right and obligation to uphold Catholic teachings in their policies and practices. Because their mission is religious education, Catholic schools and colleges have the right and obligation to form the minds and souls of students in accord with Catholic beliefs, including moral teachings and Christian anthropology.

5. Expressive association

Beyond religious activity, the First Amendment protects free speech generally, including the right of expressive association. This means that the government cannot normally interfere with people gathering or otherwise associating to express opinion, even when that opinion may be unpopular. In Boy Scouts of America v. Dale (2000), the U.S. Supreme Court found that a non-religious organization was nevertheless permitted to establish membership requirements forbidding homosexuality. It is important that Catholic schools and colleges not only define their mission as the task of education but also that they firmly state their purpose within the Church’s own mission of evangelization. Catholic schools and colleges are communities devoted to professing the Catholic faith and preaching the salvation found only in Christ. Catholic education, therefore, has the right of association, to express a shared belief and worldview.

Additional Steps

Goodrich encouraged Catholic educators to have a clear picture of the religious nature of the roles within their organization. Write down the specific duties for each position, articulate them during the hiring process, and incorporate them into training, supervision, and employee evaluations. Incorporate the Catholic faith into the teaching of every subject.

Goodrich advises that school administrators clearly know Church teaching. He told the story of a Catholic school principal encouraging an employee to receive in vitro fertilization treatment, unaware that it violated Catholic Church teaching. This put the school in a bad legal position.

Catholic education leaders who were unable to register for this three-part webinar series but would like the video recordings can request them at (703) 367-0333 x128 or jmcclain@cardinalnewmansociety.org

Understanding the Ministerial Exception

Will the ministerial exception help protect your Catholic school or college?

Short answer: It depends on you.

Ever since the Supreme Court’s rulings in Hosanna-Tabor (2012) and Our Lady of Guadalupe School (2020), the term “ministerial exception” has become common parlance for Catholic educators. But there is much about the exception that is misunderstood and remains undetermined. Benefitting from this powerful legal protection requires some effort to understand its intricacies.

One thing is certain: the ministerial exception depends on an employee’s real and documented religious duties. When such duties are not obvious to a secular court—as they might otherwise be in the case of a priest, nun, or religious teacher—the determination of an employee’s “ministerial” status may hinge on how clearly and convincingly an employer has defined a position and the strength of the institution’s overall religious identity.

Powerful protection, limited scope

The ministerial exception is not found in any law or regulation.

It is a legal principle derived from the First Amendment’s Free Exercise Clause, which bars government interference in religion. It also follows from the Establishment Clause, which forbids government to select religious leaders or set the criteria for their selection. Therefore, if an employee of a church or religious organization is deemed “ministerial” and sues for employment discrimination, a federal court will simply refuse to hear the case rather than risk unconstitutional entanglement with religion.

According to the Supreme Court in Hosanna-Tabor, federal courts must “ensure that the authority to select and control who will minister to the faithful—a matter strictly ecclesiastical—is the church’s alone.” This is at the heart of America’s “first liberty,” the freedom of religion.

Although the ministerial exception clearly applies to clergy and women religious, in 2020 the Supreme Court affirmed that a Catholic school religion teacher is also a “minister” of the Catholic Church for legal purposes, because teaching the Catholic faith is a sacred duty. The Court considered a number of factors—job title, job description, religious activities, job qualifications, training—none of which, it said, is determinant in itself. Since then, other federal court rulings have applied the ministerial exception to bar claims by school leaders and guidance counselors as well as parish employees.

The ministerial exception is powerful, because it can protect Catholic schools and colleges from lawsuits over abortion, “gender identity,” or “sexual orientation.” It not only protects employers, but it also avoids the cost and publicity of a trial.

It is not, however, a perfect shield for Catholic education. Many legal experts doubt that it applies to every employee, such as support and maintenance staff, but it depends on their religious duties. If even a small portion of employees are not covered by the exception, then a Catholic school or college still needs clear and consistent policies that explain the institution’s religious obligations and help employees understand expectations, so that the institution can avoid lawsuits and claim other religious protections when a suit goes to court.

The ministerial exception depends on an employee’s real and documented religious duties.

The ministerial exception also causes a serious dilemma for Catholic education: it leaves ministerial employees without any recourse to the courts in cases of discrimination based on race, sex, age, etc. A very important task for Catholic dioceses, schools, and colleges will be to ensure fair solutions for employees, such as arbitration—but the arbiter must be familiar with and fully devoted to protecting the mission of Catholic education and upholding Catholic teaching.

Looking for answers

There are still many questions about the ministerial exception that remain unresolved by federal courts, such as:

  • Does the exception prevent lawsuits related to all employment issues—hostile workplace, employee benefits, wage and hour policies—or only related to hiring and firing?
  • What duties, other than teaching religion, qualify someone as a minister—and what portion of an employee’s job must be devoted to religious activity?
  • Does the exception apply only to religion teachers or also to other teachers who are required to integrate the Catholic faith into their courses?
  • Does the ministerial exception apply equally to higher education as to elementary and secondary education?
  • Does the exception apply to support staff, if they are assigned religious duties and are selected according to religious criteria?

Until these questions are answered, it will be important for Catholic schools and colleges to fight for every inch of protection under the ministerial exception. It would be dangerous to assume the exception’s broad scope until courts have affirmed it, but it would also be self-defeating to accept a narrow reading of the First Amendment.

Meanwhile, even outside these legal considerations, there is a lack of consistency among Catholic educators about the moral and religious responsibilities of teachers and other employees in service to the mission of Catholic education. To help address this concern, The Cardinal Newman Society has just released Policy Standards on Moral Expectations of Employees in Catholic Education, our new recommended standards for employee policies in Catholic schools and colleges.

Recommended practices

To increase the likelihood that courts will apply the ministerial exception to certain school or college employees, consider doing the following:

  • Clearly tie employee duties to the Catholic mission of the school or college—not only the formation of students but also evangelization—and to any Church source or document that indicates the ministerial basis for the position.
  • Ensure that job descriptions, employee contracts, performance reviews, etc., clearly identify religious duties associated with each employment position.
  • Indicate ministerial status in employee titles when possible.
  • Job qualifications and training should reflect the ministerial importance and nature of the position.
  • Clearly communicate religious duties on job applications, during interviews, and in hiring communications.
  • Promote and support ministerial activity through continuing education and training with emphasis on the Catholic mission of the school or college and employees’ religious duties.

These recommendations are drawn from The Cardinal Newman Society’s work with legal experts and our own study of the issue, but we are not legal professionals. Employers should not act without the counsel of an attorney who is familiar with First Amendment law.

Policy Standards on Mission, Philosophy, and Faith Statements

In Catholic education, an organization’s mission and philosophical understanding of God, creation, man, morality, and the role of education are the conceptual framework for its decision-making. Mission, philosophy, and faith (belief) statements provide clarity of operations, help avoid disputes and litigation, and strengthen an institution’s ability to defend its mission under the First Amendment and other laws protecting religious freedom.

Mission statements are generally brief statements focused on who is served, how they are served, and the desired outcome. A priority should be to communicate the school’s commitment to the mission of Catholic education in fidelity to Christ and His Church and to incorporate the essential elements and purposes of Catholic education as articulated in official Church documents.[1] Mission statements will also reflect an organization’s unique charism and community.

Philosophy statements are typically lengthier articulations of principles, values, and beliefs which describe ways of going about educating the human person. The educational philosophy frames and establishes the organizational culture. For Catholic organizations, philosophy statements should articulate a Christian worldview, which stakeholders might not otherwise understand given confusion and dominant ideologies in today’s culture and even among many Catholics.

Statements of faith (or belief) are recommended to articulate and document the religious beliefs of the organization, its ties to the Church and the tenets of faith under which it operates, and how these inform decisions regarding its curriculum, formation of students, and employment decisions and policies.[2] For clarity within the educational community, and also to ensure the best legal defense when the organization’s religious mission is threatened, it may not be enough to simply reference Church teaching on controversial and complex matters that can lead to disputes and lawsuits. Faith statements explain the Church’s teaching and explicitly declare the Church’s beliefs to be the organization’s own sincerely held beliefs, while also declaring organizational expectations that may be implied but not specified in Church documents.

Foundations from Church Teaching

Mission, philosophy, and faith (belief) statements should be informed by Church teaching on Catholic education. To strengthen a school’s distinct religious character and to provide clarity in times of crisis, legal challenge, or other threats to Catholic education, these statements should both reference and incorporate Catholic teaching from authoritative Church sources such as Sacred Scripture, official Church documents, teachings of the Magisterium, and the Catechism of the Catholic Church. A solid foundation for grasping the essential elements of Catholic education as articulated in Church documents is The Cardinal Newman Society’s Principles of Catholic Identity in Education,[3] which form the basis for the foundational teachings below.

Foundation 1: Catholic education is inspired by and rooted in the divine, salvific mission of the Catholic Church and is intended for evangelization.

Catholic education is an expression of the Church’s mission of salvation and an instrument of evangelization:[4] to make disciples of Jesus Christ and teach them to observe all that He has commanded.[5] Catholic education embodies and communicates the Catholic faith by its teaching and witness, firmly “grounded in the principles of Catholic doctrine”[6] and in complete fidelity to the Magisterium of the Catholic Church.[7]

“First and foremost every Catholic educational institution is a place to encounter the living God, who in Jesus Christ reveals His transforming love and truth.”[8] Christ is the foundation of Catholic education;[9] He journeys with students through school and life as “genuine Teacher” and “perfect Man.”[10] Catholic education leads its students to salvation through Christ and to union with God in heaven.

The Church considers the Catholic school to be “a privileged means of promoting the formation of the whole man,”[11] so that students “may attain their eternal destiny and at the same time promote the common good of society.” In Catholic education, virtue and holiness are presented and pursued; sin and scandal are called out and avoided. Catholic education promotes the common good by leading “its students to promote efficaciously the good of the earthly city and also prepar[ing] them for service in the spread of the Kingdom of God, so that by leading an exemplary apostolic life they become, as it were, a saving leaven in the human community.”[12]

Foundation 2: Catholic education models Christian communion and Catholic identity.

“Catholic schools are educational communities of evangelization, because they deliberately set themselves up to be instruments that provide an experience of the Church.”[13] They create a culture of communion to teach students by experience how to live in communion with God and with others. In Catholic education, the community itself is a formative and educative principle.[14] Students should come to know and feel the importance and support of an extended family in Christ.[15]

Community is fostered by collaboration among parents as the primary educators of their children, teachers and school leaders, the Church, and civil society, modeling and working in harmony to mediate formational Gospel values.[16] All teachers and leaders possess adequate skills, preparation, and religious formation and possess special qualities of mind and heart as well as the sensitivity necessary for authentic witness to the Gospel and the task of human formation.[17] Teachers and leaders of the educational community should be “practicing Catholics, who can understand and accept the teachings of the Catholic Church and the moral demands of the Gospel, and who can contribute to the achievement of the school’s Catholic identity and apostolic goals.”[18]

Foundation 3: Catholic education teaches students to encounter Christ in prayer, Scripture and Sacrament.

“No Catholic school can adequately fulfill its educational role on its own. It must continually be fed and stimulated by its Source of life, the Saving Word of Christ as it is expressed in Sacred Scripture, in Tradition, especially liturgical and sacramental tradition, and in the lives of people, past and present, who bear witness to that Word.”[19] Catholic education teaches students “to open their hearts in confidence to Father, Son, and Holy Spirit through personal and liturgical prayer… religious experiences are then seen, not as something externally imposed, but as a free and loving response to the God who first loved us.”[20] It is through these experiences that the virtue of faith and religion are rooted, cultivated, and enabled to develop during childhood, youth, and in all the years that follow.[21]

Foundation 4: Catholic education integrally forms students as physical, intellectual, and spiritual beings, called to perfect humanity in the fullness of Christ.

A Catholic education’s mission and philosophy recognizes students as persons created in the image and likeness of God for union with Him, with minds, bodies, and spirts integrated into a single being. Based on this Christian anthropology, students are taught to appreciate God’s gifts and respect His intent for the harmonious development of their mental, physical, and spiritual faculties.[22]

“The integral formation of the human person, which is the purpose of education, includes the development of all the human faculties of the students, together with preparation for professional life, formation of ethical and social awareness, becoming aware of the transcendental, and religious education.”[23] Catholic education recognizes, teaches, and forms the whole student, constantly and harmoniously, so that “Intellectual development and growth as a Christian go forward hand in hand.”[24]

Because Catholic education is devoted to all truth, discovered by man and revealed by God, “There is no separation between time for learning and time for formation, between acquiring notions and growing in wisdom.”[25] Catholic education facilitates critical thinking and behavior that are ordered, precise, and responsible and builds strength and perseverance in pursuit of the truth.[26] In every subject, Catholic education embraces the “illumination of all knowledge with the light of faith.”[27]

Foundation 5: Catholic education imparts a Christian understanding of the world.

Catholic education helps students form a “Christian vision of the world, of life, of culture, and of history,” ordering “the whole of human culture to the news of salvation.”[28] In the light of faith, Catholic education critically and systematically transmits the secular and religious “cultural patrimony handed down from previous generations,” especially that which makes a person more human and contributes to the integral formation of students.[29] It is a hallmark of Catholic education to “bring human wisdom into an encounter with divine wisdom.”[30] This effort requires cultivating “in students the intellectual, creative, and aesthetic faculties of the human person, introducing a cultural heritage, preparing them for professional life and helping them to take on the responsibilities and duties of society and the Church.”[31] All of Catholic education is taught in harmony with the Catholic faith as articulated by the Magisterium of the Church, including the Nicene-Constantinople Creed and the Catechism of the Catholic Church.

Catholic education seeks to provide a Christian interpretive framework to all of reality, dedicated to seeing the world as God created it and as revealed to us through reason and revelation.[32] This is all the more important amid the growing disconnect between modern culture and Catholic teaching, especially on critical issues of human life, human dignity, and morality which have been deeply distorted by moral relativism, gender ideology, and sexual immorality.

Standards for Mission, Philosophy, and Faith Statements

A Catholic educational organization’s mission, philosophy, and faith statements should:

  • define the organization’s purpose as Catholic education, an extension of the Catholic Church’s divine mission of salvation and evangelization in fidelity to the teachings and practices of the Church.
  • define the organization’s primary goal as the evangelization of students and their salvation through Jesus Christ, fulfilling their human dignity by attaining full communion with God.
  • commit the organization to establishing and maintaining a community of parents, students, and employees in communion with the Catholic Church and in collaboration with civil society, with a shared devotion to students’ human and Catholic formation.
  • oblige employees and volunteers to support and advance the mission of Catholic education and to strive to live a moral life consistent with Church teaching.
  • commit the organization to helping students encounter Jesus Christ through personal and liturgical prayer, Scripture, and sacrament.
  • commit the organization to the integral formation of students as physical, intellectual, and spiritual beings in accord with Christian anthropology as articulated in the Catechism of the Catholic Church.
  • commit the organization to integrating Catholic moral and religious formation and the insights of the Catholic faith across the entire curriculum and in all teaching and other activities and programs.
  • commit the organization to imparting a Catholic worldview and transmitting secular and Catholic culture by a critical, systematic presentation in the light of the Catholic faith.
  • commit the organization to preparing students for the responsibilities and duties of the Church and society, serving the common good in accord with the Catholic faith.
  • explain Catholic beliefs about the nature of the human person (i.e., intellectual, affective, moral, and physical faculties and potentialities) and how they inform the organization’s educational philosophy and methodology of teaching.
  • declare, adopt, and explain those Catholic teachings on the sacredness of human life, human dignity, marriage, and morality that conflict with contemporary society and prevailing ideologies and articulate and explain how these teachings are upheld by the organization’s policies, programs, and education.

Operationalizing the Standards

In an effort to meet these standards, Catholic educational organizations should:

  • Review the mission statement for integration of aspects of Catholic identity, highlighting those aspects that set it apart from secular and non-Catholic educational organizations. Concepts to consider for inclusion are Christ-centeredness, Sacraments, evangelization, service, integral formation, in union with parents, and apostolate of Catholic Church.[33]
  • Annually review and document the implementation of mission and philosophy statements to ensure all systems are faithfully adhering to them and advancing them (e.g., instructional program, sacramental program, community groups and outreach, etc.).
  • Consider including in your statement(s) of faith:
    • the organization’s Catholic foundation and beliefs as expressed in the Nicene or Apostle’s Creed;
    • the sources of the Catholic faith embraced by the organization, including Sacred Scripture and teachings of the Magisterium, specifically Canon Law and the Catechism of the Catholic Church;
    • how the Catholic faith informs daily operations, instructional practices, programs, long-term planning, and personnel decisions;
    • how fulfilling the Catholic mission requires all employees to maintain and protect that religious purpose and mission, and the consequences for teaching or behavior in opposition of Church teaching;
    • categorization of employees and detail describing the religious duties and commitment required for each category;
    • reference to who in the organization makes decisions regarding religious matters and employment matters;
    • Catholic teachings in areas of current cultural controversy (including references to Scripture, Church documents, or the Catechism of the Catholic Church) that should not be publicly advocated against, including areas of human sexuality such as chastity as based upon one’s vocation in life, homosexual activity, gender identity/dysphoria, contraception, sterilization, in-vitro fertilization, abortion, and the sanctity of all life; and
    • a residual clause for all beliefs taught by the Church but which are not articulated.
  • Include mission, philosophy, and faith statements in full in the organization’s bylaws.

 

This document was developed with substantial comment and contributions from education, legal, and other experts. The lead author is Denise Donohue, Ed.D., Vice President for Educator Resources at The Cardinal Newman Society.

 

 

 

Appendix A: Sample Statements of Faith

We,[34] as a Catholic educational organization [or as an organization bound to operate under the tenants of the Catholic faith], are faithful to, and seek to advance, all the religious and moral teachings of the Catholic Church especially as found in the Catechism of the Catholic Church and the official teachings of its Magisterium, which are based on the teachings of Our Lord and Savior, Jesus Christ. Individuals employed by this religious organization who have questions about the Church’s religious beliefs may consult [insert to whom they should speak with here]. [If you are a Catholic school recognized by the Bishop, then add “The diocesan bishop has the right to watch over the Catholic schools in his territory (Can. 806, Sec. 1) and is considered the final authority over matters concerning faith and morals.”]

We, as a Catholic educational organization, believe in the sacredness of life from the moment of conception to natural death, that all persons are created in the image and likeness of God as male or female, and that marriage is between a man and a woman and the only context in which sexual intimacy/the marital embrace is allowed. We mention these particular points because they are currently controversial and contrary to what some believe in contemporary society.

Because of our religious and theological foundation, individuals are hired to contribute to our educative and formative culture and mission. We believe that all employees (including board members) contribute to our organization’s Catholic identity[35] and act as witnesses and role models to the faith. Non-Catholic employees “have the obligation to recognize and respect the Catholic character of the school from the moment of their employment.”[36] Employees are expected to live a life in harmony with the moral teachings of the Gospel both inside and outside the educational environment, and not to take public positions contrary to Catholic moral teachings. To live or profess moral truths contrary to the Catholic faith, may result in dismissal, suspension, or other employment consequences.

Statement of Faith Regarding the Sanctity of Life

We believe that “every human life is sacred from conception to natural death and that the life and dignity of every person must be respected and protected at every stage and in every condition.”[37]

“From the first moment of his existence, a human being must be recognized as having the rights of a person – among which is the inviolable right of every innocent being to life.”[38]

“Before I formed you in the womb I knew you, and before you were born I consecrated you.”[39]

The inalienable right to life is afforded to every human being simply “by virtue of the creative act from which the person took his origin.”[40] God alone is the author of each human life.[41]

Those with diminished capacity have a right to personal dignity[42] and any direct and/or intentional taking of a human life such as through the use of abortifacients, direct abortion, infanticide, experimental destruction of an embryo, suicide, homicide, euthanasia, or other means, is gravely and morally sinful and against the Fifth Commandment of the Catholic faith, “Thou shall not kill.”[43] 

Statement on the Sanctity of Human Life[44]

Human life is created by God and is good. Since we are uniquely created in the image of God (Genesis 1:27) and formed by God (Genesis 2:7; Job 33:4; Psalm 139:13-16), we hold to the sanctity of all human life (Genesis 9:6; Matthew 6:26). We believe that human life begins at conception (Psalm 139:13-16; Jeremiah 1:4-5). It also lasts beyond death into eternity (John 5: 28-29; 1 Corinthians 15:51-52; 2 Corinthians 5:8-10).

Statement of Faith Regarding Marriage

We believe that the only valid marriage is between a man and a woman who publicly, totally, and freely give themselves as a gift to the other.[45]

“The matrimonial covenant, by which a man and a woman establish between themselves a partnership of the whole of life, is by its nature ordered toward the good of the spouses and the procreation and education of offspring.”[46]

“The vocation of marriage is written in the very nature of man and woman as they came from the hand of the Creator.”[47] “For man is created in the image and likeness of God who is himself love” and “God who created man out of love also calls him to love.”[48]

Marriage reflects the love Christ has for the Church.[49] It is not merely a human institution[50], but a covenant between baptized persons and “raised by Christ the Lord to the dignity of a sacrament.”[51]

“…the physical intimacy of the spouses [in marriage] become a sign and pledge of spiritual communion.”[52] In the conjugal union they no longer are two, but one flesh.[53]

“The covenant they freely contracted imposes on the spouses the obligation to preserve it as unique and indissoluble.”[54]

The fruit of marriage is children. Called to give life, spouses share in the creative activity of God[55] and by their biological right have been appointed by God as the first and principle educators of their children.[56]

By safeguarding both the unitive and procreative aspects of marriage, “the conjugal act preserves in its fullness the sense of true mutual love and its orientation toward man’s exalted vocation to parenthood.”[57]

Statement Regarding Human Sexuality

We, as a Catholic institution, believe that the human body is a gift from God and temple of the Holy Spirit.[58] We believe that the body and soul are intimately united: the body does not contain the soul like water in a glass, but the two are intimately dependent upon each other to express man as the highest order of creation.[59] 

We believe that the sexes are complementary and that as “male and female he made them.”[60]  Our given biological sex is part of the divine plan.[61] The Church teaches that sexual identity is “a reality deeply inscribed in man and woman;”[62] it constitutes but is more than one’s biological identity,[63] and a person “should acknowledge and accept his sexual identity.”[64] 

One’s biological sex and gender expression are not to be disaggregated[65] but should be seen in harmony, according to God’s plan. Rejection of one’s biological sex is contrary to that “reality deeply inscribed” within and a rejection of God’s design for that person.

All men and women are called to a life of chastity appropriate to their vocation as single, married, or consecrated religious.[66] The Church defines chastity as “the successful integration of sexuality within the person and thus the inner unity of man in his bodily and spiritual being”.[67]

We believe that human sexual behavior is only properly oriented to the ends of love and life between and man and a woman in the context of Holy Matrimony.[68]

 

 

Appendix B: Examples from Organizations

This appendix includes examples of policies in use at the time of publication. They are not necessarily exemplary in all possible areas.

Mission statements

Mission Statement of Ave Maria University, Ave Maria, Fla.

Ave Maria University is a Catholic, liberal arts institution of higher learning devoted to Mary the Mother of God, inspired by St. John Paul II and St. Theresa of Calcutta, and dedicated to the formation of joyful, intentional followers of Jesus Christ through Word and Sacrament, scholarship and service.

Mission Statement of Bishop England High School, Charleston, S.C.

As an institution of the Catholic Church, it is the mission of Bishop England High School to foster a faith community characterized by the Gospel message of mutual respect and charity. The school endeavors to promote the spiritual, intellectual, and physical growth of the individual through the combined efforts of parents/guardians and faculty by establishing the best possible environment for learning: a climate of safety, trust, and respect for the individual and an appreciation for the acquisition of learning.

Mission Statement of Holy Rosary Academy, Anchorage, Alaska

Holy Rosary Academy seeks to complete what the attentive parent has begun by forming students in faith, reason, and virtue through a classical education in the Roman Catholic Tradition.

Belief/Philosophy statements

Philosophy Statement of Mount de Sales Academy, Catonsville, Md.

At Mount de Sales Academy we are committed to the following: Catholic Faith: We believe in and are faithful to the teachings of Sacred Scripture and Sacred Tradition as proclaimed by the Roman Catholic Church. We believe in the dignity of all human life from conception to natural death and in the importance of demonstrating our commitment to these values. We believe that learning and living the Catholic faith and participating in its liturgical and sacramental life is the center of the mission, life, daily activities and the family of Mount de Sales Academy. We believe in the value of serving others through Christian outreach. We believe that the sense of family and unity which exists at Mount de Sales Academy has its source in the Communion of Saints and reflects that same Communion.

 

Portions of the Philosophy Statement of Frassati Catholic High School, Spring, Tex.

Catholic education promotes and fosters the teachings and values of the Catholic Church as professed by the magisterium (teaching office) of the Catholic Church. Catholic education is an expression of the Church’s mission of salvation and an instrument of evangelization: to make disciples of Christ and to teach them to observe all that He has commanded. Through Catholic education, students encounter God, who in Jesus Christ reveals His transforming love and truth. Christ is the foundation of Catholic education; He is the Master who journeys with student through school and life as genuine Teacher and perfect Man. As a faith community in communion with the Church, all its members give witness to Christ’s teachings as set forth by the Magisterium and especially as articulated in the Catechism of the Catholic Church…We profess that all authority for our moral and spiritual teaching is based on the Gospels of Jesus Christ and the tradition of the Catholic Church as taught by its ordinary and extraordinary Magisterium, and especially as contained within the Catechism of the Catholic Church.

Philosophy Statement of Holy Rosary Academy, Anchorage, Alaska

Founded by parents, this school exists to assist and complement the primary educators: the parents. Students learn to live a vibrant Catholic life through attendance at Mass, prayer, study, camaraderie and apostolic work. The teachers employ the basic tools of the Trivium, a course of study that follows the three-lane path of grammar, logic, and rhetoric. The Trivium honors the natural stages of children’s intellectual development: developing memory (grammar), sound reasoning (logic), and communication skills (rhetoric). Surrounded by well-qualified and faith-filled faculty and staff, the students are prepared to pursue their vocation and continue a lifelong love of learning.

Excerpt from Holy Spirit Preparatory School, Atlanta, Ga.

Holy Spirit Prep is based on the Christian concept of the human person. We believe that children are created in the image and likeness of God with a supernatural destiny in Christ, since Christ has rescued them from the darkness of sin and called them to share in divine life, in communion with the Father, the Son and the Holy Spirit. Our vision of the human person, therefore, is a vision of faith. It takes into account the wounds of original sin with which every human person is born. Yet our vision remains deeply positive because we believe Christ frees us from original sin and all other sins through baptism and opens for us the gates of heaven. Viewed in this light, man emerges as being essentially open to hope.

This positive view of the created order gives rise to a series of fundamental educational principles. Foremost among them is the importance we give to the integral formation of every dimension of the human personality. Not only should we not undervalue the natural gifts that a person receives from God, but also we must develop them to their full potential.

An integral formation necessarily includes the proper formation of the mind. This does not consist only in a quantitative acquisition of knowledge, wheat we might call the accumulation of information. It implies the proper use of our ability to reason (in accordance, that is, with its inherent rules of logic); penetrating the truth (which is sought above all); and the ability to express balanced, true judgments about oneself, others, and the events of history, society, and culture. Intellectual formation must be complemented by the formation of the will, passions, sentiments, emotions, and all that goes to make up a person’s character.

Our school seeks to fashion men and women of mettle, masters of themselves, not weathervanes at the mercy of the whims and vagaries of emotion, as changeable as it is unreliable. We aim to form robust personalities capable of mastering their instincts, subjecting them to reason enlightened by faith.

Faith Statements

Diocese of Phoenix[69]

Profession of Faith

(For newly hired Catholics in schools, catechetical or youth leadership positions)

I, N., with firm faith believe and profess each and every thing that is contained in the symbol of faith, namely:

I believe in one God, the Father almighty, maker of heaven and earth, of all things visible and invisible.  I believe in one Lord Jesus Christ, the Only Begotten Son of God, born of the Father before all ages.  God from God, Light from Light, true God from true God, begotten, not made, consubstantial with the Father; through him all things were made.  For us men and for our salvation he came down from heaven, and by the Holy Spirit was incarnate of the Virgin Mary and became man.  For our sake he was crucified under Pontius Pilate, he suffered death and was buried, and rose again on the third day in accordance with the Scriptures.  He ascended into heaven and is seated at the right hand of the Father.  He will come again in glory to judge the living and the dead and his kingdom will have no end.  I believe in the Holy Spirit, the Lord, the giver of life, who proceeds from the Father and the Son, who with the Father and the Son is adored and glorified, who has spoken through the prophets.  I believe in one, holy, Catholic and apostolic Church.  I confess one Baptism for the forgiveness of sins, and I look forward to the resurrection of the dead and the life of the world to come.  Amen.

With firm faith I also believe everything contained in God’s word, written or handed down in tradition and proposed by the Church, whether by way of solemn judgment or through the ordinary and universal magisterium, as divinely revealed and calling for faith.

I also firmly accept and hold each and every thing that is proposed definitively by the Church regarding teaching on faith and morals.

Moreover, I shall always teach in the accord with the Official Magisterium of the Church as it is proclaimed by the Pope and the College of Bishops.

Profession of Faith

 (For newly hired Non-Catholics in schools)

I accept and hold each and every thing that is proposed definitively by the Catholic Church regarding teaching on faith and morals.

I shall always teach in accord with the official teachings of the Church as it is proclaimed by the Pope and the College of Bishops.

Attestation to Statement of Faith

Adapted from the Diocese of Grand Rapids

“I agree, as an employee in a Catholic educational organization, that as a condition of employment I will support and exemplify in conduct both Catholic doctrine and morality as articulated in the Catechism of the Catholic Church. I will be consistent in expression and example with the teaching and practice of the Catholic faith and shall not advocate, encourage, or counsel belief or practices that are inconsistent with the Catholic faith.”

[1] See “Church Documents for Catholic School Teachers” at cardinalnewmansociety.org for an annotated bibliography of Church teachings on education.

[2] Congregation for Catholic Education, The Identity of the Catholic School for a Culture of Dialogue (2022) 47.

[3] See “Principles of Catholic Identity in Education” at cardinalnewmansociety.org for citations to use in these foundational documents.

[4] Congregation for Catholic Education, The Catholic School (Vatican City, 1977) 5-7; Pope Paul VI, Gravissimum Educationis (Vatican City, 1965) 2; National Conference of Catholic Bishops, To Teach as Jesus Did (Washington, D.C., 1972) 7.

[5] Matthew 28:19-20.

[6] Code of Canon Law (Vatican City, 1983), Can. 803 §2.

[7] Catechism of the Catholic Church (Vatican City: Libreria Editrice Vaticana, 1993) 85.

[8] Pope Benedict XVI, “Meeting with Catholic Educators,” Washington, D.C., 2008.

[9] Congregation for Catholic Education (1977) 34; Congregation for Catholic Education, Educating Today and Tomorrow: A Renewing Passion (Vatican City, 2014) III.

[10] Congregation for Catholic Education, The Religious Dimension of Education in a Catholic School (Vatican City, 1988) 25.

[11] Congregation for Catholic Education (1977) 8.

[12] Pope Paul VI, Gravissimum Educationis (1965) 8.

[13] United States Conference of Catholic Bishops (2014) 5-6.

[14] Congregation for Catholic Education, Educating Together in Catholic Schools (Vatican City, 2007) 39.

[15] Congregation for Catholic Education (2007) 12.

[16] Congregation for Catholic Education (1988) 103.

[17] Pope Paul VI, Gravissimum Educationis (1965) 25, 8; Code of Canon Law 803 §2; United States Conference of Catholic Bishops (1972) 104.

[18] United States Catholic Conference Bishops, National Directory for Catechesis (Washington, D.C., 2005) 231-233; Congregation for Catholic Education, The Catholic School on the Threshold of the Third Millennium (Vatican City, 1997) 19.

[19] Congregation for Catholic Education (1977) 54.

[20] Congregation for Catholic Education (1988) 83.

[21] Congregation for Catholic Education (1988) 83.

[22] Congregation for Catholic Education (1988) 98-99.

[23] Congregation for Catholic Education (1982) 17.

[24] Congregation for Catholic Education (1988) 51.

[25] Congregation for Catholic Education, (1997) 14.

[26] Congregation for Catholic Education (1988) 49.

[27] Congregation for Catholic Education (1988) 1; Congregation for Catholic Education, Educating to Intercultural Dialogue in Catholic Schools: Living in Harmony for a Civilization of Love (Vatican City, 2013) 56; Congregation for Catholic Education (1997) 14.

[28] Congregation for Catholic Education (1997) 14; Congregation for Catholic Education (1988) 53, 100; Pope Paul VI, Gravissimum Educationis (1965) 8.

[29] Sacred Congregation for Catholic Education (1982) 12; Congregation for Catholic Education (1977) 26, 36; Congregation for Catholic Education (1988) 108.

[30] Congregation for Catholic Education (1988) 57.

[31] Pope Paul VI, Gravissimum Educationis (1965) 5; Congregation for Catholic Education (1982) 12.

[32] Congregation for Catholic Education (1997) 14.

[33] See Congregation for Catholic Education (2022) 77: “In addition, for the sake of clarity, Catholic schools must have either a mission statement or a code of conduct. These are instruments for institutional and professional assurance.”

[34] Use “We” to represent what the institution believes.

[35] Congregation for Catholic Education (2022) 38-39.

[36] Congregation for Catholic Education (2022) 47.

[37] United States Conference of Catholic Bishops, “Human Life and Dignity” at http://www.usccb.org/issues-and-action/human-life-and-dignity/index.cfm.

[38] Catechism 2270; Congregation for the Doctrine of the Faith, Donum vitae (Vatican City, 1987) I,1.

[39] Psalm 139:15

[40] Catechism 2273; Congregation for the Doctrine of the Faith, III.

[41] Catechism 2258.

[42] Catechism 2276.

[43] See Catechism 2268-2283.

[44] “Alliance Defending Freedom Statement on the Sanctity of Human Life,” retrieved June 9, 2022, from https://tfc.edu/wp-content/uploads/2020/11/CMA-Statement-Sanctity-of-Human-Life.pdf.

[45] St. John Paul II, General Audience of February 6, 1980, in Insegnamenti (Vatican City, 1980) 3, no. 1: 326-29; Catechism 1625, 1631.

[46] Catechism 1601; Code of Canon Law, can. 1055 Sec. 1; Pope Paul VI, Gaudium et Spes (Vatican City, 1965) 48 sec. 1.

[47] Catechism 1603.

[48] Catechism 1604.

[49] Eph. 5:21-33.

[50] Catechism 1603.

[51] Catechism 1601; Code of Canon Law, can. 1055 Sec. 1; Pope Paul VI, Gaudium et Spes (1965) 48 sec. 1.

[52] Catechism 1601; Code of Canon Law, can. 1055 Sec. 1; Pope Paul VI, Gaudium et Spes (1965) 48 sec. 1.

[53] Gen 2:24.

[54] Catechism 2354; Code of Canon Law, can. 1056. See Catechism 2382-2386 on divorce and separation.

[55] St. John Paul II, Familiaris Consortio (1981) 38.

[56] St. John Paul II (1981) 40.

[57] Catechism 2369; Humanae Vitae 23.

[58] 1 Cor 6:19.

[59] Catechism 358, 365; Catechism 2332.

[60] Catechism 369-373; Gen 1:27.

[61] Gen.  1:27; Matthew 19:4; Mark 10:6; Congregation for Catholic Education, ‘Male and female he created them’: Towards a Path of Dialogue on the Question of Gender Theory in Education (Vatican City, 2019) 32.

[62] Congregation for the Doctrine of Faith, Letter to Bishops of the Catholic Church on the Collaboration of Men and Woman in the Church and the World  (Vatican City, 2004) 8.

[63] Catechism 2332-2333; Catechism 2361; Pontifical Council for the Family, Family, Marriage and ‘De Facto’ Unions (Vatican City, 2000) 8.

[64] Catechism 2393.

[65] Catechism 8.

[66] Catechism 2349

[67] Catechism 2337.

[68] Catechism 2360.

[69] http://www.diocesephoenix.org/uploads/docs/Appendix_J.1_Profession_of_Faith_Catholic.pdf; http://www.diocesephoenix.org/uploads/docs/Appendix_J.2_Profession_of_Faith_Non-Catholic.pdf

Using the Principles of Catholic identity to Hit NSBEC Standards

See how the questions presented in the Principles of Catholic Identity in Education directly target the NSBEC benchmarks, allowing you to satisfy their requirements. School faculty and administrators can move deeper to effect system changes and enhance the school’s Catholic identity. Feel free to fast-forward to the standard of your choosing.

 

Using the Principles of Catholic identity to Hit NSBEC Standards from The Cardinal Newman Society on Vimeo.

Investment Strategies in Catholic Education Should Seek More than Profits

 

Catholic nonprofits—including colleges, schools, and other entities—need a more complete moral framework for investing their funds, looking beyond the profit motive to also avoiding evil and doing good. Catholic moral investing can be complex, and so it requires the help of experts in both ethics and finance who understand the demands of Catholic teaching. 

As Catholics, we believe that everything that we have comes as gifts from a loving Creator. He asks us to use them for His greater glory. In Matthew 22:36-40, Jesus tells us how to do so: we are to follow the two Great Commandments. It is clear from Jesus’ insistence that we do this “with thy whole heart, and with thy whole soul, and with thy whole mind, and with thy whole strength” and that everything in our lives is to be included. 

Jesus also makes it clear that we are not to bury our talents (Luke 19:11-27). Those talents should include both senses of the term: our monetary resources and our God-given abilities. Neither our resources nor our abilities are for our own enrichment or aggrandizement. They are to be used for His greater glory. They are to be used to live out the two Great Commandments. 

Accepting the reality that all that we have is really on loan, we can more readily focus on what Our Lord wants us to do with His gifts. So now we must begin the difficult work of applying our mind and will to determining the most prudent way to do so. With humble reliance on His grace, we seek to balance justice and mercy, proximate and remote needs, risk and reward, cost and benefit, deliberation and decisiveness, confidence and humility, etc. 

Material Realities, Spiritual Significance 

Angels have the luxury of an immaterial existence, but men do not. Therefore, God has charged us from the days in the Garden until the Last Judgement to sanctify ourselves in a material world. That world has grown more complex, as it has moved from the good and evil of an apple on a Tree to the good and evil of an Apple in your phone. One unfortunate example of today’s complexity is the ubiquitous presence of pornography. Since the abolishment in 1968 of the Hollywood Code on morality in motion pictures and the 1973 Supreme Court case redefining obscenity (Miller v. California), companies’ direct and indirect involvement in pornography has exploded. 

In simpler times, living out justice and mercy could be largely achieved through a code of conduct evidenced in the Torah. Jesus supplemented the Ten Commandments with the Beatitudes. As the Church’s Magisterium developed the spiritual and corporal works of mercy and the growing body of social teaching, the need for prudent judgment regarding material affairs has increased dramatically. In finance, as in human conduct generally, the concrete application of the Beatitudes requires much more study and analysis than the simpler application of the prohibitions of the Ten Commandments. As an example, it can be easier to avoid investing in companies that manufacture abortifacients than it is to identify investment opportunities that “bless the merciful.” 

Much has been studied and written regarding the criteria for making judgments about economic systems, and St. John Paul II and Pope Francis have written extensively about the need for employers to emphasize the person over profit. However, there remains much more to be considered about the application of these Great Commandments to the financial affairs of individuals and nonprofit institutions. For Catholics and Catholic institutions with monetary talents, a proper formation of mind and will is critical. 

Investing for Profit, with Integrity, for the Common Good 

As a general rule, Catholic nonprofit institutions in this country seem to have taken a rather secular approach to these issues. The maxim for investments has been: “Get good portfolio returns and use them to advance our mission.” Does that sound like it is infused with the two Great Commandments? 

For a long while, it seemed there was little attention to moral considerations on both how invested money is used and how the money is made. Somehow the principle that “the end does not justify the means” was lost. What moral/ethical concerns have emerged on Wall Street have been very much a mixed bag, with the current focus on ESG (Environmental, Social, and Governance) investing. A classic example is the popular focus on protecting the environment; that can be an important good, but without a proper moral perspective, it can lead to such evils as population control. 

Endowments, foundations, and retirement savings should be vigorously reviewed on the basis of the avoidance of evil and the promotion of good — a commitment to both the Ten Commandments and the Beatitudes. Just as many Catholics prayerfully protest abortion clinics and also promote pregnancy centers, the same avoidance of evil and promotion of good should be applied to portfolios. If the managers of labor union pension funds can have strong enough conviction to do business only with those that support “the working man” and refuse to do business with those that do not, our Catholic principles demand an even more deliberate strategy. 

The common tool for the avoidance of evil in a portfolio has been the utilization of “screening services,” by which specific violators are excluded from the portfolio, such as pharmaceutical companies that manufacture or distribute abortifacients. Unfortunately, the screen is only as good as the data available. In addition, very few consultants are familiar with the criteria used by the screening service: Is a company screened based on revenues or earnings or charitable gifts? What percent of revenues, earnings, or charitable gifts warrants disqualification? Does every drugstore chain get disqualified if it dispenses certain drugs? Is there any “offset” for the good that the store provides in making legitimate medicines available to the sick? 

These deliberations can be tricky, as numerous prudential decisions need to be made on a variety of investments. For those decisions to be fully informed, a blend of investment expertise and moral theology needs to be applied. Rarely is the investment committee of a Catholic institution comprised of members with the requisite blend of expertise. Even worse, investment consultants are often hired who also lack such expertise. As the Gospel warns us: “If a blind man guides a blind man, both will fall into a pit” (Matthew 15:14). 

The avoidance of evil should also extend to the asset managers, investment consultants, attorneys, and other professionals hired by the Catholic institution. If employees are expected to be practicing Catholics who are faithful to the Magisterium, why would compensation in the form of fees be paid to anyone who does not meet that description? What a scandal to pay fees to someone, who then uses some of that income to advance organizations diametrically opposed to the Catholic faith! While it would be nice if everyone did the right thing because it is the right thing to do, many times we do the right thing because of the negative consequences of doing the wrong thing. Insisting that every service provider align with the principles of the institution can be a concrete opportunity for evangelization. 

A Teachable Moment 

It would be wonderful if Catholic institutions could provide serious leadership on these issues by consulting with experts in moral theology and experts in finance. Catholic nonprofits need concrete criteria based on experience with screening services and asset management across various asset classes. The criteria need to be supported by a careful application of Catholic moral theology. For example, how does the First Commandment bear on portfolio growth goals? Is there a point at which pursuing a larger and larger endowment becomes the pursuit of “a strange god?”

While there is significant research to indicate that a morally screened portfolio does not necessarily lead to reduced market performance, questions of potential return shortfalls (short term and/or long term) should be considered. Is there a consensus on Proverbs 16:8, “Better a little with justice, than a large income with injustice”? 

Just as the Ten Commandments are a wonderful guide to the avoidance of evil, so the Beatitudes are a wonderful guide to the promotion of good. As human experience demonstrates, prohibitions are easier to enact than commitments to pursue the good, the true, and the beautiful. Still the followers of Jesus should not settle for less, just because it is more difficult. Catholic nonprofit investment committees should be willing to spend the time and energy to wrestle with these challenges on a regular basis. Achieving acceptable rates of return while avoiding evil is commendable but insufficient. We are called to both hate the sin and love the sinner. 

Here are some simple initial steps that might be taken to implement these commitments: 

  • Ensure that employee retirement plans include some Catholic values-screened mutual fund options (there are various fund providers available). 
  • Ensure that the investment management consultant on the endowment portfolio has specific expertise on these issues and has a robust professional practice concentrated in Catholic institutions. 
  • Form an ad hoc committee of the board of directors to review all service providers contracted with the institution to verify commitment to the teachings of the Magisterium. (Student interns can be a convenient source of assistance for such research.) 

Ultimately, a commitment to “Catholic morally responsible investing” is a call to accepting the reality of natural moral law and the truth of Catholic moral principles. Investing in companies that ultimately kill their customers are clearly bad investments: abortion kills the child, and pornography kills the man. Investments in businesses that promote what is good in man’s nature should prosper with proper corporate management. Of course, all of this requires professional investment expertise, but it also requires an unrelenting passion for aligning talents with the two Great Commandments. 

There is no one moral theologian who has all the answers, just as there is no one asset management company that has all the answers. An enormous amount of prayer, study, discussion, and analysis needs to be done. It is worth the effort. The impact can be enormous. 

It is now estimated that over one third of all investment assets under management are managed with some kind of socially responsible screening. As these policies grow in influence on Wall Street, they will have a tremendous impact on endowment portfolios and retirement plans. Will these policies foster a culture of life or detract from it? The answer is dependent upon how vigorously Catholic institutions commit to morally responsible investing. Ten talents could turn into ten cities. 

 

 

J. Patrick Kearns joined Morgan Stanley as a Senior Investment Management Consultant in 2014 and now serves as an Investing with Impact Director. He began his career on Wall Street in 1977, after graduating magna cum laude from the University of Notre Dame with a B.A. degree in Finance and Business Economics. Prior to joining Morgan Stanley, he founded Fulcrum Advisory Services, Inc. and Fulcrum Securities, LLC. in 2003. He has spent a majority of his past 40 years in the financial services industry managing branch offices and maintaining key client accounts for firms such as Smith Barney, Merrill Lynch, and Prudential Securities. As a former branch manager, he successfully supervised and guided more than 500 professional investment advisors who were responsible for more than 250,000 client accounts. Kearns has earned the distinguished designation of Certified Investment Management Analyst® (CIMA®) from the Wharton School of Business at the University of Pennsylvania and continues to attend advanced training programs on critical aspects of the securities industry. He serves on the boards of several charitable organizations, including The Cardinal Newman Society.