WINTER 2018 VOLUME XXXII ISSUE 1

THE

v i s i t o u r w e b s i t e : www.catholicfoundation.com

Creative Grantmaking

ave you ever thought about facilitating creative grantmaking grantmaking with a creative flair? opportunities that truly reflect the specific H Last year, The Catholic philanthropic dreams you would like to see Foundation distributed more than 1,600 grants realized.” totaling nearly $18.3 million, with the vast Ray and Ruth Hemmig have partnered majority from funds established by individuals with The Catholic Foundation for their or families who determined the philanthropic charitable giving for more than a decade. intent for the grant recommendation. There They have recommended a number of is a huge need for general operating support creative grant ideas, including funding a for nonprofit organizations, and that is where professorship at the University of Texas at many grants are directed. However, there are Dallas (UTD) in honor of a dear friend and also opportunities to add some innovation to respected leader. When Ray owned a public conducted research and presented innovative your giving. company, he began working closely with concepts that truly resonated with Ray. “We’d like donors to know they can also Dr. Constantine “Connie” Konstans at “When we raised this idea as a possible make a difference with a different approach UTD’s Naveen Jindal School of Management recommendation from the fund we to their grantmaking,” said Vice President of on adult education opportunities for the established with The Catholic Foundation, Development Cheryl Mansour. “Our staff at executives serving on his corporate board. they didn’t blink at the challenge. It’s a The Catholic Foundation has the expertise The founder of the Institute for Excellence testament to the quality of folks at the and ingenuity to assist with designing and in Corporate Governance, Dr. Konstans Foundation,” said Ray. (continued on page 4)

THE PRESIDENT’S LETTER Father Jason Cargo has attended this conference and said: “Amazing Parish gives tangible and practical ideas and goals that each Through our proactive grantmaking, we seek parish can achieve. If a pastor wants his parish to grow and give more, out programs to support rather than waiting to then he needs to equip himself with the tools from this conference.” be asked for funding from various nonprofit Our Trustees agreed that financial obstacles should not impede organizations. During the 2017 fall grant cycle local pastors and key staff from attending the Amazing Parish the Trustees of the Foundation awarded a grant conference and I am convinced that the unique model presented at from the unrestricted Philanthropy Fund to Amazing Parish conferences can benefit each of our parishes. By ensure parish leadership are able to attend the Amazing Parish encouraging and supporting our parish leadership, we bolster our entire conference being held in Dallas in April 2018. Catholic community. Amazing Parish conference goals are to revitalize the Church Both proactive and reactive grantmaking are essential in meeting by providing her pastors and leaders with the training, resources and our community’s immediate needs and fulfilling both short- and long- support they need to create vibrant and thriving parishes. Amazing term philanthropic visions. Parish gives busy pastors and their teams the tools they need to \ transform their parishes—moving from maintenance mode to mission Wishing you all God’s blessings. communities that are truly alive! J. Matthew Kramer A Strong F O UNDATION

As a member of The Catholic many books and articles including Taxation IN MEMORIAM: Foundation Advisory Council, Regis helped of Estate, Gifts and Trusts (now in its 23rd launch The Catholic Foundation’s Advisors edition), Fiduciary Tax Guide, and Taxation Regis Campfield Series for Estate and Wealth Management of Income. Professionals 11 years ago. His expertise and His numerous awards and recognitions friendship over the years has been invaluable, included a lifetime achievement award from It is with great and his absence this year is deeply felt. the National Association of Estate Planners sadness that we Regis taught Wills and Trusts, Estate & Councils; Notre Dame Law School’s mark the passing Planning, and Estate and Gift Taxation at the 5,000+ volume collection in estate planning of Regis William SMU Dedman School of Law for 32 years. being named the Regis and Mary Campfield Campfield – a man He retired in 2009 as Professor Emeritus Collection in Estate Planning; and the of faith and family, and Marilyn Jeanne Johnson Distinguished Person of the Year Award in 2009 from the a well-respected Law Faculty Fellow. As Founder and Chair Notre Dame Club of Dallas. legal scholar, a of the Notre Dame Tax and Estate Planning Thank you Regis, for your wisdom, wise professional Institute, Regis directed and grew the support and friendship. You are dearly missed advisor and a program into one of the largest preeminent and forever appreciated. \ cherished friend. tax institutes in the country. He authored

Outgoing Trustees

Seasoned board member Vicky Lattner completed served as Secretary and Development Chair John Landon begins his seven dedicated years of as well as on the audit & administration, second year as Chairman service to our Board of executive and distribution committees.

of the Board and several Trustees. The first female Win Bell has offered a tremendous amount of trustees complete their chair since the founding leadership and expertise as a Trustee. He led term at the end of 2017. of The Catholic the audit & administration committee as well Foundation in 1955, Vicky led the Board with as the distribution committee as Chair. He “As 2017 comes to a close, I strategic vision and wholehearted commitment served as Secretary and also on the would like to take this opportunity thanks to her unique combination of investment, development, executive and to thank our past immediate chair professional and nonprofit experience. governance committees. The Foundation has and outgoing trustees for the gifts of Dr. Monica Herrera served on the benefited greatly from his experience and leadership, experience and dedication development, audit & administration, and knowledge through the years. \ distribution committees as a Trustee. She they brought to the Board”– John Landon has dedicated herself to The Jethsuby Scholarship Fund at The Catholic Foundation, “As 2017 comes to a close, I would like established by Dr. and Mrs. Mauricio to take this opportunity to thank our past Delgado. The fund provides tuition assistance immediate chair and outgoing trustees for the so more local Hispanic students can attend gifts of leadership, experience and dedication Catholic schools. Monica has helped grow the they brought to the Board,” says John fund financially and increase the impact on Landon, Chairman of the Board of The children served. Catholic Foundation. “We look forward to our Brad Camp has graced so many Catholic continued collaboration with Vicky, Win, Brad Foundation events and programs, it is and Monica in the future, and are sincerely rumored he has yet to miss one. His thankful for their hard work, enthusiasm and dedication to education is unsurpassed and wisdom that has greatly benefited The benefited the Foundation greatly. He has L to R: Brad Camp, Dr. Monica Herrera and Win Bell Catholic Foundation and our community.”

2 ­Giving SPIRIT

Giving101 by Cheryl Unis Mansour, Vice President of Development

BEQUESTS AS A The most popular type of charitable A contingent bequest is used to provide for bequest, a general bequest, simply leaves the situation when a beneficiary dies before PHILANTHROPIC LEGACY a specific dollar amount to your designated you or disclaims the property. Plan ahead and charity or to The Catholic Foundation. You can consider naming The Catholic Foundation as Sometimes the simplest giving vehicle can be also gift a specific asset, such as a specified the contingent beneficiary. This will ensure the best. A charitable bequest is one of the stock, real estate, or a vacation home. that the property will pass to The Catholic easiest ways to make a lasting gift that will Another kind of bequest involves leaving a Foundation in one of these situations rather yield positive impacts after you are gone. percentage of your overall estate or a residuary than to unintended beneficiaries. You can determine if a bequest is used estate to The Catholic Foundation. If fortune The Catholic Foundation welcomes the for a general or specific purpose, providing changes the size of the estate over the years, opportunity to discuss bequests with you the peace of mind that your gift will be used this bequest will change in the same proportion. and/or your professional advisor as part of as intended. If you change your mind about a A residuary bequest is used to give a your estate planning. Please contact us at recipient or cause, a bequest can be modified charity all - or a portion of - one’s property 972-661-9792 to learn more. at any time. Outright gifts to a qualified after all debts, taxes, expenses and all other *Keep in mind that changes in tax law charity (including The Catholic Foundation) bequests have been paid. A common residuary could make a significant difference in your from your estate are entirely free from federal bequest involves leaving “the rest of the estate planning, so stay informed and ask your estate taxes. property” to The Catholic Foundation. professional advisor. \

investing skills and a knack for building. DONOR PROFILE: He was also very passionate about serving the Catholic elderly. When he passed in Monsignor 2004, he bequeathed monies to The Catholic John T. Gulczynski Foundation to establish The Leon and Victoria Gulczynski Endowment Fund of The Catholic Foundation in honor of his parents. onsignor John T. Gulczynski Monsignor hoped that with this legacy, was born August 26, 1911 in he could assist with the construction, MWilmington, Delaware and expansion or maintenance of new or existing was ordained to the Holy Priesthood on Catholic retirement facilities or nursing June 7, 1936 in Sacred Heart Cathedral homes located within the Diocese of Dallas. by His Excellency, Most Reverend Joseph Since the inception of the fund in 2005, The Patrick Lynch, Bishop of Dallas. In 1952 Catholic Foundation has honored Monsignor His Excellency, Most Reverend Thomas K. Gulczynski’s vision with grants to St. Joseph Gorman, then Bishop of Dallas, established Village Chapel in Coppell and Saint Joseph’s the new Parish of St. Thomas Aquinas, Residence in Oak Cliff. Dallas, Texas and appointed Monsignor John Since 2007, St. Joseph’s Residence as its first pastor where he served until his has been the recipient of almost $1.86 Monsignor John T. Gulczynski retirement on June 24, 1989 and served as million in grants towards maintenance, Pastor Emeritus until his death. construction of a new wing and new roof through the endowment he established, and During his lifetime, Monsignor John was in 2015 and construction of a new foyer in St. Joseph’s Residence is thriving because of gifted with a strong faith as well as shrewd 2016. Monsignor Gulczynski’s legacy lives on his forward-thinking charitable plans. \

3 A LIGHT On

THE CATHOLIC FOUNDATION AWARDS $787,000 IN GRANTS AT FALL CEREMONY Creative Grantmaking Six organizations received their first Catholic Foundation grant during the 2017 Fall Grant (continued from page 1) Ceremony at St. Joseph’s Residence. Grants totaling $787,000 were awarded to more than 17 North Texas churches, schools and community organizations. In March 2013, UTD announced These grants provide local schools, churches and community organizations with vital the Constantine Konstans funding for training programs, building renovations, scholarships for Dallas Diocesan Catholic Professorship in Accounting and school students and more. Twice per year, The Catholic Foundation distributes community Corporate Governance to honor the grants. Combined, the 2017 spring and fall community grants total approximately $1.8 million. life and work of Dr. Konstans and “Whether for training programs, building renovations, or disaster relief for our fellow support in perpetuity his academic Texans in Houston, these grants are imperative to moving the community forward,” said Matt research. Dr. Konstans passed away Kramer, President and CEO of The Catholic Foundation. a few months after, but not before Grants are made from the unrestricted Philanthropy Fund and several restricted funds receiving numerous accolades and of The Catholic Foundation. Individuals or families, named or otherwise, establish restricted recognitions. funds at the Foundation to benefit their communities today and for future generations. A challenge grant is another The 2017 fall grant recipients are below. First-time Catholic Foundation grant recipients creative option that compounds the are marked with an asterisk. impact of the gift, where a grant is made on the condition that other monies must be secured, either on a AUDUBON TEXAS* ­THE BELLA HOUSE* ­BIRTH CHOICE matching basis or via some other Scholarships for Students Renovation of Salary for Education formula, usually within a specified Attending Dallas Diocesan Second Bella House Program Coordinator Catholic Schools period of time, and the charity then asks its donors to give an amount equal ­CATHOLIC CHARITIES ­CATHOLIC CONFERENCE ­CHILDCAREGROUP* to the challenge grant. If donors meet OF DALLAS & FORMATION CENTER Renovation of the challenge, the nonprofit then Hurricane Harvey Laundry Room Saner Center receives the full amount of the grant Relief Renovation in addition to the money raised.

­DALLAS HOLOCAUST MUSEUM/ ­DIOCESE OF DALLAS ­EPIPHANY QUASI-PARISH Would you like to create change? CENTER FOR EDUCATION 2018 Amazing Parish Construction of Driveway, & TOLERANCE Conference Parking Lot & Sidewalk • Help facilitate a new direction Scholarships for Students Attending Dallas Diocesan for a charity Catholic Schools • Take an organization to the next level ­IN MY SHOES, INC.* ­LIFE PERSPECTIVES* ­NATURAL FAMILY • Create a space where young people Purchase of Training for After Abortion/ PLANNING CENTER Two New Minivans Miscarriage Supporters OF DALLAS want to gather at your parish Funding for Spring 2018 • Encourage life skills with a Training Program community garden at a Catholic school ­NORTH TEXAS ­ST. ALBERT ­ST. BERNARD • Provide specific experiences in arts, FOOD BANK THE GREAT PRIORY* OF CLAIRVAUX CHURCH Establishment of the Jan Relocate HVAC System & Restroom culture, science or history for local Pruitt Community Center Replace Two Water Boilers Renovations students • Help your favorite nonprofit kick ­ST. JUDE CATHOLIC ­SMU CATHOLIC ­WORK OF HEART AWARD off a new program by funding the CHURCH CAMPUS MINISTRY Support for the program manager’s salary Sound System Funding for “Jericho” Foundation’s program & AV Equipment Retreat Opportunities honoring Catholic School for Students employees Put some imagination behind your charitable planning and make a unique impact. We’re here to help. \ In addition, grants were awarded to support Catholic High School Scholarships.

4

2018 Catholic Foundation Award Dinner Committee

1 2 3 4 5

6 7 8

1 L-R: Dan Novakov and Scott Moore 4 L-R: Don Hanratty and Mary Templeton 7 L-R: Thom and Jan Schleim 2 L-R: Lydia Novakov and Gail Madden 5 L-R: Tim and Mary Rooney 8 L-R: Rosemary Enrico, Marianne Staubach, 3 L-R: Jim Moroney and Chris Taylor 6 L-R: Vince Hess, Danni Flaherty and Brad Camp Jennifer Gates and Margo Keyes

Lydia and Dan Novakov and Mary and Rich Templeton are serving as co-chairmen of the 2018 Award Dinner Committee for the 36th annual Catholic Foundation Award Dinner on Saturday, February 3, 2018 at the Hilton Anatole in Dallas. The Dinner Committee members for this year are:

Sandy and Victor Arias Rosemary Enrico Shawntel and Scotty Landry Peggy and Len Ruby Bob Baillargeon Carmen and Raul Estrada Vicky and Doug Lattner Ana and Andres Ruzo Mel and Fred Bangs Dannie and Dan Flaherty Georgia and Marc Lyons Jane and Jim Ryan Cindy and Kevin Bartholomew Jackie and Bob Galecke Gail and Bill Madden Jane and Ed Schaffler Lynn and Win Bell Jennifer and John Gates T.V. Mangelsdorf Jan and Thom Schliem Jewel and Denny Beran Donna and Lou Grabowsky Mary and Howard Manning Theresa and Michael Sinacola Nancy and Bob Berg Jane and Don Hanratty Nancy Cain Marcus Mary and Bill Sladek Rob Bertino Monica and Jose Herrera Megan and David Martinez Becky and David Small Marti and Jim Burke Pat and Vince Hess Laura and Scott Moore Marianne and Roger Staubach Barbara and Brad Camp Kasey and Bill Hollon Barbara and Jim Moroney Kelly and Chris Taylor Karen and Mark Carney Kathy and Bob Hoover Kathy Muldoon and Bob Hendler Mary and Mike Terry Shelly and Tom Codd Julie and Frank Hubach Kathy and Joe Murphy Erin and Robert Thoele Lou Ann and Mike Corboy Mary Emma and Al Karam Margot and Tom Murphy Janet and Frank Ventura Carolyn and Buzz Crutcher Margo and Jim Keyes Chris and Joe Popolo Michelle and Scott Vopni Mary Claire and Bill Dahlstrom Nancy and John Kraft Aileen and Jack Pratt Mary and David Yost Irma and Alfredo Duarte Joyce and Larry Lacerte Mary and Tim Rooney

To pre-reserve your table at the 2018 Annual Award Dinner, please call 972-661-9792, email Linda Scheets at SEATING IS LIMITED! [email protected] or visit www.catholicfoundation.com. \

Thank you to our speakers, Jonathan G. Blattmachr and Jeff Glickman, our wonderful corporate sponsors, and the many friends and participants who came to the December 13, 2017 Professional Advisors Series at The Belo Mansion.

5 NON PROFIT ORGANIZATION U.S. POSTAGE PAID DALLAS, TX PERMIT NO. 2036 12222 Merit Drive, Suite 850 Dallas, TX 75251

Save the Date 36th Annual Award Dinnerr Saturday, February 3, 2018

Hilton Anatole Hotel

Joseph M. Coleman M. Joseph Jere W. Thompson* W. Jere Dwight Riskey Dwight Regina Montoya Regina Margo Keyes Margo the Board of Trustees of Board the

of Chairman  Former *

Barbara J. Coffman J. Barbara Michael F. Terry F. Michael Thomas W. Reidy W. Thomas Bob Montgomery Bob Bill Keffler Bill

Thomas W. Codd, Jr.* Codd, W. Thomas Mary Templeton Mary Stephen C. Rasch C. Stephen J. Mitchell Miller Mitchell J. Joseph V. Hughes, Jr. Hughes, V. Joseph

Raymond M. Chavez M. Raymond Timothy P. Tehan P. Timothy Ed Ramirez, Jr. Ramirez, Ed Thomas E. Merkel* E. Thomas Rep. Will Hartnett Will Rep.

Luis D. Carrera D. Luis John L. Strauss* L. John Nicholas P. Panza P. Nicholas Jerry McElhatton Jerry Robin P. Hartmann* P. Robin

David A. Yost, CFP Yost, A. David

Karen M. Carney M. Karen Marianne H. Staubach H. Marianne Geoffrey C. Orsak, Ph.D. Orsak, C. Geoffrey John D. McConnell, M.D. McConnell, D. John Charles M. Hansen, Jr.* Hansen, M. Charles

Mark Wischmeyer Mark

Al Cardenas, M.D. Cardenas, Al Webb Sowden, Jr.* Sowden, Webb Bill Orender Bill Sara Martineau Sara Michael D. Haddad Haddad D. Michael

Laura Fox Williamson Fox Laura

Jim Burnham Jim Bonnie Smith Bonnie Dan O’Neal Dan Colleen Martin Colleen G. Michael Gruber Michael G.

Joseph P. Wilbert, Jr.* Wilbert, P. Joseph

Matthew Bowen Matthew Raymond G. Smerge G. Raymond Kevin P. O’Meara P. Kevin Nancy Cain Marcus Cain Nancy John Grimes, Jr. Grimes, John

Max A. Wernick A. Max

Fernando Blanco Fernando April B. Slovensky B. April Mary C. Oliver C. Mary Mangelsdorf* T.V. George R. (Read) Frymire (Read) R. George

Tucean Webb Tucean

Santo Bisignano, Jr. Jr. Bisignano, Santo Deacon Denis G. Simon G. Denis Deacon Dan Odom Dan Michael F. Maguire F. Michael Amy Fox Amy

USN (Retired) USN

Denny Beran Denny Walsh M. Patrick Admiral Brian Shivers Brian Scot O’Brien Scot Gail Madden Gail Dan Flaherty Dan

Glen A. Bellinger Bellinger A. Glen Wm. Kim Wade Kim Wm. C. Gregory Shamoun Gregory C. Neil J. O’Brien* J. Neil Michael Lynch Lynch Michael Gregory J. Fisher J. Gregory

Thomas F. August F. Thomas Frank Ventura Frank Gwendolyn Satterthwaite Gwendolyn Hubert J. (Hugh) O’Brien* (Hugh) J. Hubert Norma L. Longwell L. Norma Charlie Fechtel Charlie

Dr. David Alameel David Dr. David L. Van Buskirk Van L. David M. David Saller David M. Daniel P. Novakov P. Daniel Jerry Lastelick Jerry John Doke John

Lawrence Ackels, Jr. Ackels, Lawrence Thomas C. Unis, Jr. Unis, C. Thomas Joseph E. Saar E. Joseph Dr. Albert W. Niemi, Jr. Niemi, W. Albert Dr. Scotty Landry Scotty Mary Jo Dean Jo Mary

Carol Atwell Ackels Atwell Carol Michael J. Uhl J. Michael Andres Ruzo Andres Tom Nealon Tom Leamon (Lee) Lafayette (Lee) Leamon Levy Curry Levy

Charles J. Tusa* J. Charles Len C. Ruby* C. Len Terry Murphy Terry Joyce Lacerte Joyce Kevin M. Curley M. Kevin Chairman

Lydia Haggar Novakov Novakov Haggar Lydia Wendy M. Traylor M. Wendy Timothy P. Rooney P. Timothy Randall Muck Randall Walter N. (Nick) Kuntz III* Kuntz (Nick) N. Walter Carolyn Crutcher Carolyn

John M. (Mike) Thompson (Mike) M. John Marcos G. Ronquillo G. Marcos Thomas J. Moore J. Thomas John B. Kiser B. John Marlyn Conrow Marlyn Advisory Council Advisory

Immediate Past Chairman Past Immediate

Kara Gehan Kara

Lattner P. Victoria [email protected]

Alfredo Duarte Alfredo

Michelle Vopni Michelle Officer Officer Development Senior

Dallas, TX 75251 TX Dallas,

Javier Creixell Javier

Michael J. Murray, J.D. Murray, J. Michael

Robert W. Thoele W. Robert

12222 Merit Drive, #850 Drive, Merit 12222

L. Bradley Camp Bradley L.

Mary D. Terry D. Mary Officer Development Senior

The Catholic Foundation Catholic The Most Rev. Edward J. Burns J. Edward Rev. Most

CFRE George, Michael R. James S. Ryan, III Ryan, S. James

Robert M. (Rob) Bertino, Jr. Bertino, (Rob) M. Robert

Aileen Pratt Aileen Chief Financial Officer Financial Chief be sent to: sent be

Robert H. Berg, CFP Berg, H. Robert

Carol P. McDonald, CPA McDonald, P. Carol

Joseph V. Popolo, Jr. Popolo, V. Joseph should comments or questions

Win Bell Win

J. Scott Moore Scott J. Any programs. and activities evelopment D of President Vice

Victor Arias, Jr. Arias, Victor

Cheryl Unis Mansour Unis Cheryl

about The Catholic Foundation’s Foundation’s Catholic The about G. Marc Lyons Marc G. www.catholicfoundation.com

information and news provide to Kathy Hoover Kathy President & CEO & President Chairman

972-661-9792 call or refer to: refer or

J. Matthew Kramer Matthew J. John R. Landon R. John

published is Word Good The Vince Hess Vince regarding the Foundation, please please Foundation, the regarding

Monica Herrera, M.D. Herrera, Monica information additional For The Good Word Good The ecutive Staff ecutive Ex Board of Trustees of Board