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Strengthening Faith. Enhancing Lives. Message from the Bishop

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Strengthening Faith. Enhancing Lives. Message from the Bishop STEWARDSHIP REPOR09 / 10 T FOUNDATION OF THE ROMAN CATHOLIC D IOCE SE OF BUFFALO Strengthening Faith. Enhancing Lives. Message from the Bishop ..............................................................Page 1 Message from Vice-Chair & Executive Director .............................. Page 2 Board of Trustees .......................................................................... Page 3 Year in Review – Mission Successes ............................................... Page 4-11 Education & Faith Formation ........................................................Page 4-5 Christ the King Seminary ...............................................................Page 6-7 Pastoral Ministry & Life ..................................................................Page 8-9 Human Service ..............................................................................Page 10-11 Year in Review – Funding Highlights ..............................................Page 12-18 Making a Difference Dinner .......................................................... Page 13-14 Making a Difference Fund Donors .................................................Page 15-18 Financial Statement .......................................................................Page 19 Planned Giving Opportunities ........................................................Page 20 How to Establish an Endowment Fund ..........................................Page 21 Pelican (Legacy) Society .................................................................Page 22 Foundation Funds ......................................................................... Page 23-25 (UG)Stewardship-011 CS4.indd 2 1/19/11 1:54 PM 2009/2010 s t ewardship r e port Message from the Bishop Dear Friends in Christ, Strengthening faith, enhancing lives. This, the theme for the 2009-2010 Stewardship Report for The Foundation of the Roman Catholic Diocese of Buffalo, brings to mind the Gospel of Matthew. In Matthew 22: 34-40, we learn about the Pharisees who challenged Jesus with the question, “Master, which is the greatest commandment of the law?” Jesus replied, “You must love the Lord your God with all your heart, with all your soul, and with all your mind. This is the greatest and the first commandment. The second resembles it: You must love your neighbor as yourself.” We strengthen our faith when we show our love for God through support of His Church and its mission. We enhance lives when we show our love for our neighbor through support of Catholic Charities and other human service organizations in our diocese. What an incredible blessing to have the Foundation to help guide the resources of the people of our diocese to that end. From new and creative ways of educating and enriching faith, to growing pastoral ministries, to meeting needs through charitable service, the stories you will read in this stewardship report demonstrate how the Foundation supports our Diocesan faith community in so many ways, touching so many people. As the Foundation’s mission grows and its roots deepen, so too does my debt of gratitude to our donors and volunteers, our Foundation trustees and staff. I thank you all and pray that God may continue to work through you for His glory and the welfare of our fellow men and women. Sincerely in Christ, Most Rev. Edward U. Kmiec Bishop of Buffalo Chairman, Board of Trustees STEWARDSHIP REPoRT 09 /10 page 1 1/19/11 1:54 PM Message from the Vice-Chair & Executive Director Dear Friends, Strong faith is the cornerstone to building for the future of our Church in the Diocese of Buffalo. The faithful of our community continue to show incredible generosity in supporting diocesan ministries and organizations. We at the Foundation take very seriously our mission to direct these resources as effectively as possible, to help strengthen the faith and enhance the lives of more and more people. Thus, it is with great pride that we present to you the 2009/2010 Stewardship Report for The Foundation of the Roman Catholic Diocese of Buffalo which highlights the results of our efforts over the past year. Well into its second decade of service, the Foundation continues to expand its reach and impact. At the end of fiscal year 2009/2010 the Foundation assets had grown to over $20 million. These funds are professionally administered by the Foundation on behalf of our donors to benefit the educational, pastoral and charitable needs in the diocese. Our challenge and opportunity is to leverage the many resources with which we have been blessed – from dedicated trustees and supporters to strong partnerships with diocesan organizations – to help make them even more fruitful. e X e C UTIVe COMMITTe e Our Board of Trustees has always been fortunate to have people who share Most Rev. edward U. Kmiec great talent and skills in leading our mission to serve. This past year we said Chairman farewell to a loyal and distinguished group of trustees who ended their terms gerard Mazurkiewicz with the Foundation. We are grateful for their contributions to the Board and we Vice-Chair sincerely thank them. The Board appointed six new members to help guide the Michael ervolina Trustee Foundation. We welcome our new trustees with immense appreciation for their Charles g. (Chip) Jones, Jr. commitment to the mission of the Foundation. Trustee Thank you to our donors; our staff; the many diocesan departments with whom Rev. Msgr. paul a. Litwin, JCL we share partnerships; our trustees; and, especially, to God for His never-ending Ex-Officio guidance and love. Rev. Msgr. David S. Slubecky, JCL, STL Ex-Officio The pages of this report are filled with examples of how God’s faithful people are Marsha Joy Sullivan sharing in the Foundation’s mission. We invite you to consider how you can join Trustee us in strengthening faith and enhancing lives in the Diocese of Buffalo. edward (Ted) Walsh, Jr. Trustee David J. Kersten Staff Steven D. Timmel Gerard T. Mazurkiewicz David J. Kersten Staff Vice-Chair Executive Director Board of Trustees (UG)Stewardship-011 CS4.indd 4 1/19/11 1:54 PM This past year, the Board Welcoming Our of Trustees elected Gerard T. Mazurkiewicz as its new New Members Vice-Chair, succeeding Marsha Joy Sullivan who, after several years of dedicated service as our Vice-Chair has now moved to the role of Chairperson of the Advancement Committee. Jerry is no stranger to us, having been one of our first Michael Pratt, CFA Dennis C. Walczyk Amy Habib-Rittling, Esq. Co-Owner Chief Executive Officer Partner board members more than a dozen years ago and Harold C. Brown & Co. Catholic Charities of Buffalo Lippes, Mathias, Wexler, serving on the executive committee for many years. Friedman LLP A seasoned business professional, he brings to his new role a tremendous breadth and depth of experience. He is currently a partner with Dopkins & Company, providing income and estate tax planning for clients, and has worked as a tax professional for more than 40 years. Larry Montani Sr. Mary McCarrick, OSF Elizabeth (Betsy) Sullivan Managing Director Diocesan Director Community Volunteer Jerry’s list of community service activities could fill this Niacet Corporation Catholic Charities of Buffalo stewardship report, including board memberships with Women & Children’s Hospital of Buffalo, the Sisters of St. Francis, American Red Cross and D’Youville College. A member of Queen of Heaven parish, he and his wife, Barbara, reside in West Seneca. Please join us in welcoming Jerry as Vice-Chair of the Foundation. Daniel P. Mecca President Abbey Mecca & Co. Board of Trustees CHAIRMAN A. Laurie Brosnahan Rev. Msgr. Gerald C. Saxe Edward F. (Ted) Walsh, Jr. Most Rev. Edward U. Kmiec Paul A. Litwin, J.C.L. President President & Chief Michael A. Ervolina, Jr. Bishop of Buffalo Chancellor M&T Insurance Services Operating Officer President Walsh Duffield Companies, Inc. VICE-CHAIR Valu Home Centers Sr. Mary McCarrick, OSF Rev. Msgr. David S. Slubecky, Gerard T. Mazurkiewicz Diocesan Director J.C.L.,S.T.L. STAFF James V. Glynn Partner & Director, Catholic Charities of Buffalo Moderator of Curia/Vicar David J. Kersten Chairman of the Board Tax Advisory Services General Executive Director Maid of the Mist Corporation Daniel P. Mecca Dopkins & Company, LLP President Elizabeth (Betsy) Sullivan Steven D. Timmel Most Rev. Edward M. Grosz, TRUSTEES Abbey Mecca & Company Community Volunteer Treasurer D.D. V.G. Frederick G. Attea Auxiliary Bishop of Buffalo Larry Montani Marsha Joy Sullivan Joseph A. Stoeckl, Esq. Partner Managing Director Executive Director Legal Counsel Phillips Lytle, LLP Charles G. (Chip) Jones, Jr. Niacet Corporation Joy Family Foundation Kennedy Stoeckl & Martin President Paul D. Bauer Wittburn Enterprises, Inc. Michael Pratt, CFA Ann L. Swan Former VP & CFO Co-Owner Executive Director Tops Markets, Inc. Elizabeth N. Kolber Harold C. Brown & Co. The William E. & Ann L. First VP – Investments & Thomas R. Beecher, Jr. Swan Foundation Wealth Management Advisor Amy Habib-Rittling, Esq. Barrantys, LLC Merrill Lynch Partner Dennis C. Walczyk Lippes, Mathias, Wexler, Chief Executive Officer Friedman LLP Catholic Charities of Buffalo STEWARDSHIP REPORT 09 /10 PAGE 3 Education & Faith Formation Millennial Milestones project Strengthens Faith for Young Adults year in review – mission successes Leveraging Our Strengths The Foundation serves the Diocese of Buffalo by raising funds, managing assets and making grants to meet the needs of educational, pastoral and human service ministries in the diocese. This past year the Foundation granted over $1.2
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