Gaining By Giving

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At the Heart of Mercy
Catholic Foundation of Northeast Kansas | 2015-2016 Annual Report
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The Catholic Foundation of Northeast Kansas is pleased to present
this Annual Report to you, our dear friends, fund-holders, donors,
and fellow Catholics with a fervent hope that this publication will
hearten and enlighten you. As the Year of Mercy draws to a close,
we remember that Mercy is about relieving the heart of suffering.
Both the Catholic Church and the Catholic Foundation of
Northeast Kansas want to proclaim the Good News, to illuminate
the world, to offer healing in our brokenness; ultimately, to heal our
hearts from spiritual poverty and suffering, and to bring all into
communion with the Love of Jesus Christ and His Divine Mercy.
“Be you therefore merciful, as your Father also is merciful."
- Luke 6:36
Dear Friends,
Archbishop
Joseph F. Naumann
Pope Francis offered us the opportunity to encounter the Mercy of God during
the Jubilee Year of Mercy. His invitation to encounter Mercy remains an
invitation to encounter God and to transform the relationships in our lives.
Did you pray more fervently, make a pilgrimage, forgive someone, perform
the Corporal and Spiritual Works of Mercy? It is my prayer that each of you
reading this Annual Report will continue to grow spiritually, strengthen your
faith, and engage in works of service that bring the Love and Mercy of Jesus
to individuals in your local community.
I am very grateful to the Catholic Foundation of Northeast Kansas Board of
Directors, our donors, past and present, and all those who helped to create
the many funds and endowments for our parishes, schools, and apostolates
of the Archdiocese. It is because of their generosity of time, talent, and
treasure that the Church in northeast Kansas has significant additional
resources to help others draw nearer to God.
I invite you to join me in raising our minds and hearts to the Father, so that
our families, sustained by the grace of Christ, might serve as living witnesses
to God’s enduring Mercy. Thank you for your interest, love, and support for
the Church.
Yours in Jesus, the Lord of Life,
Archbishop Joseph F. Naumann
www.cfnek.org 2
DEO GRATIAS AWARDS – 2016
Distinguished Catholic
Family Awards
Ben and Betty began
the Catholic Charities
Golf Tournament more
than 35 years ago. Tom
and Mickey planted
the seeds for what has
become the Catholic
Education Foundation.
Ben and Betty Zarda | Tom and Mickey Zarda
Two brothers are featured on a mural depicting the history of Shawnee, Ks. displayed
at the Shawnee City Hall. It is fitting that these two men have prominence of place
because of their family’s contributions to this Johnson County community. Together,
along with their wives and large families, they made their mark on the Archdiocese of
Kansas City in Kansas, as well.
Joe Zarda, Sr., and his brothers Frank and Paul, immigrants from Bavaria along with
their parents, Frank and Mary, began their lives in America in the early 1900s by buying
two cows and pasturing their small herd on land that is now the Liberty Memorial in
Kansas City, Mo. When summer nights became too warm, families in the area would
sleep beneath the stars on the breezy hill of Penn Valley Park. When the herd grew
to ten cows, the sleepy families complained, so the herd was moved across town to
Kansas, and the Zarda Dairy began in 1910.
Two of Joe Zarda, Sr.’s nine children, Ben and Tom, who grew up delivering milk
and tending to cattle, became co-owners of the familiar landmark business in the
1970s, which expanded statewide in the 1980s. Throughout their lives the Zarda
family experienced fires and tragedies, and the kindness of other dairy farmers. They
witnessed battlefield compassion and community fun. They welcomed grandchildren
and great-grandchildren and the blessings of God’s boundless love.
As respected business leaders, each brother held significant national, state, and local
positions in civic affairs, in the dairy industry, and in property development.
As Catholics, they never hesitated to help the Church in numerous, impactful ways.
Ben and Betty began the Catholic Charities Golf Tournament more than 35 years
ago. Tom and Mickey planted the seeds for what has become the Catholic Education
Foundation. Their family’s committed leadership extends far beyond their St. Joseph
parish to many worthy Catholic causes.
As the mural depicts, Ben and Betty and
Tom and Mickey witnessed a lifetime of
growth in Shawnee, Ks. Prompted by
God’s grace, they humbly give credit to
Christ’s saving help. The Archdiocese of
Kansas City in Kansas is grateful for their
lifelong service to the Church in northeast
Kansas. The Catholic Foundation of
Northeast Kansas proudly presents the
Zarda family with the 2016 Deo Gratias
Distinguished Family Award.
3 www.cfnek.org
www.cfnek.org 4
5 www.cfnek.org
DEO GRATIAS AWARD – 2016
Distinguished Catholic
Organization Awards
This organization
serves our families
by providing a
peaceful, beautiful
environment and
assisting individuals
and families in making
important decisions for
the burial of their loved
ones in accord with
Catholic principles.
Catholic Cemeteries of Northeast Kansas
As disciples of Jesus Christ, we believe in the Resurrection. We know that this world is
not all there is. We look forward to our eternal destiny that was given to us through the
waters of Baptism. At the same time, we have a profound respect for the human body. We
reverence the mortal remains of our loved ones as temples that carried the life of Christ.
Catholic Cemeteries helps us care for the bodies of our loved ones with the reverence
that is reflective of what we believe as Catholics.
Catholic Cemeteries provides perpetual care for seven cemeteries in Wyandotte and
Johnson Counties, for Mt. Calvary Cemetery in Topeka, and for Mt. Calvary Cemetery
in Lansing. The Catholic cemetery is a holy place and sacred ground. It is an extension
of the Church dedicated to loving and respectful care of persons who have died and to
comfort for their family members and friends.
This organization serves our families by providing a peaceful, beautiful environment and
assisting individuals and families in making important decisions for the burial of their
loved ones in accord with Catholic principles. They help educate parishioners about
Church teachings on Catholic burials and options available. Burial in Catholic cemeteries
is encouraged for members of our Archdiocesan Church and Catholic Cemeteries also
welcomes family members of other faiths. Another element of their ministry is inviting
people to plan ahead and to make pre-need arrangements for the ease and comfort of
their survivors and to consider becoming members of the Catholic Legacy Society when
planning their wills.
In this way, this ministry rounds out and complements the many other ministries and
services of the Archdiocesan Church. From conception through burial, the Church
ministers as Jesus did—always with tremendous concern about the value of life and deep
respect for the dignity of the human person.
For these reasons, the Catholic Foundation of Northeast Kansas honors Catholic
Cemeteries of Northeast Kansas with the 2016 Deo Gratias Award as an exemplary
Catholic organization and encourages you to contact them now or at your time of need to
experience this ministry in action.
www.cfnek.org 6
"Well done, good and faithful servant."
Education of Priests and Seminarians Fund
A humble priest, the Rev. George Henry Bertels, 87, of
Sept. 9, 1965, Pastor at St. Lawrence - St. Joseph
Leavenworth, died Thursday, March 31, 2016, at Villa
of the Valley, Easton; March 30, 1966, Pastor at St.
St. Francis in Olathe, Ks. Throughout his life, Father
Casimir, Leavenworth; July 3, 1972, Chaplain at
George, as he was known to most of his parishioners,
Leavenworth Penitentiary; July 15, 1981, Pastor at St.
lived a simple life, serving others, celebrating the
Gregory, Marysville; Oct. 1, 1991, Pastor at Prince of
sacraments, and quietly and carefully stewarding his
Peace, Olathe; July 13, 1996, Pastor at St. Gregory,
limited income in order to help others.
Marysville; July 14, 2001, Pastor at Sacred Heart,
Topeka; July 14, 2006, Pastor of the newly formed
His first gift to the Education of Priests and
parish, composed of the current parishioners of
Seminarians Endowment in 2010 was followed by other
Sacred Heart and St. Joseph Parishes, Topeka, and on
gifts. As his estate was finalized, the total gifts made
July 13, 2007, he retired. He continued to serve as a
to this endowment during his life and at his death
judge for the Archdiocesan Tribunal and served at the
exceeded $900,000.
Sisters of Charity of Leavenworth Mother House from
2007 until his death. Father George is survived by his
He was born June 3, 1928, in Nortonville, Ks., the son
sister and brother in-law, Dolores and Ralph Bolin of
of George and Marie (Forge) Bertels. He attended St.
Goddard, Ks. He was preceded in death by his sister,
Joseph Grade School in Nortonville and graduated
Sr. Marie Ann Bertels, SCL, in 2003.
from Nortonville High School in 1946. After graduation
he attended Conception Seminary from 1948 to 1951.
Archbishop Joseph F. Naumann was the celebrant of
He then attended Catholic University from 1951 to
his Funeral Mass at Annunciation Chapel of the Sisters
1955. He was ordained May 28, 1955. Father George
of Charity Mother House, Leavenworth. He is buried
was assigned to many parishes during his ministry:
at St. Joseph Cemetery, Nortonville, Ks. Those who
June 17, 1955, Asst. at St. Rose of Lima, Kansas
may wish to honor Father Bertels are encouraged to
City, Ks.; Oct. 1, 1957, Studied Canon Law at Catholic
consider a gift to the Catholic Foundation of Northeast
University; March 29, 1960, Admin. Pro.Tem. at St.
Kansas for the benefit of the Education of Priests and
Joseph, Kansas City, Ks.; Jan. 20, 1961, Pastor at St.
Seminarians Endowment.
Joseph of the Valley, Leavenworth;
Archbishop Joseph F. Naumann helps Father George Bertels (right) celebrate his 60th anniversary as a priest on June 14, 2015 at St. Francis
de Sales in Lansing. The archbishop offers a prayer before the reception in Father Bertels' honor.
Rev. George Henry Bertels
June 3, 1928 – March 31, 2016
27 www.cfnek.org
St. Thomas More
Continuing Education Program
Drawing both
Catholic and nonCatholic professionals
in the fields of law,
accounting, financial
services and insurance.
The Seventh Annual CFNEK CE Program was the largest yet. This year more
than 60 professionals in the fields of law, financial advising, accounting, and
insurance met on the first
Friday in June for a Catholiccentered continuing education
program. Topics ranged from
complex estate planning and
business succession, to special needs trusts and ethics. In the past seven
years more than 100 Catholic professionals have attended the CE Program for
its solid Catholic content, while building a strong and growing community of
local professionals.
The Continuing Education Planning Committee, headed by CFNEK Board
member, Bill Hess, Sacred Heart, Shawnee, thanks all the speakers,
participants, and sponsors who contributed to make this a successful program,
especially those who made the 2016 CE Program possible through their gifts:
--------
Catholic Cemeteries of Northeast Kansas
Catholic Charities of Northeast Kansas
Catholic Community Hospice
Country Club Trust Company
Kansas Farm Bureau
Hesse Financial Services, Inc.
Lathrop & Gage
--------
Mariner Wealth Advisors
Midwest Trust Company
Newbery, Ungerer & Hickert LLP
The Commerce Trust Company
Tucker Financial Services
Two West Advisors
Villa St. Francis Nursing and Rehabilitation
www.cfnek.org 8
3rd Annual Archbishop's Invitational High
School Art Exhibit
Art
Exhibit
•
The Catholic Fine Arts Council, established by the Catholic Foundation of
Northeast Kansas in 2009, helps to promote arts education, encourage
historical preservation, and support Christian visual and performing arts,
architecture, and writing throughout the Archdiocese of Kansas City
in Kansas.
Led by Dan Sabatini, Chairman, St. John the Evangelist, Lawrence, the
CFAC presented the third annual Archbishop’s Invitational High School Art
Exhibit in 2016. The event was juried by Eva Reynolds, Church of the Nativity,
Leawood, Andrew Julo, St. Francis Xavier, Kansas City, Mo., and Dr. John
Derby, St. Lawrence Catholic Campus Center, Lawrence. All seven Catholic
high schools in the Archdiocese of Kansas City in Kansas were represented
with works submitted by 51 students. The Catholic Foundation of Northeast
Kansas invites you to join a guild of the Catholic Fine Arts Council or to visit
www.cfnek.org/catholicfinearts. Please join us in a sincere thank you to the
teachers and parents of the talented students who submitted their art work,
especially the following award winners:
Archbishop’s Choice - It’s Hard to Forgive by Phan Khanh Linh,
Senior, Maur Hill-Mount Academy
Superintendent’s Choice - Sinnergism by Daniel De Luna,
Junior, Maur Hill-Mount Academy
Juror’s Choice - Ransom Note by Julian Nuwamanya,
Sophomore, Maur Hill-Mount Academy
Juror’s Choice - The Power of Forgiveness by Mikaela Wynne,
Senior, St. Thomas Aquinas High School
Juror’s Choice - Caring for the Sick by Lina Lee,
Senior, Maur Hill-Mount Academy
Juror’s Choice - Kateri Tekakwitha by Michelle Narvaez,
Freshman, Bishop Miege High School
Juror’s Choice - Mercy: Bringing Light Into the World by Nicole Gomric,
Senior, St. James Academy
Popular Choice - Hands of Mercy by Cailey Grunhard,
Junior, Bishop Miege High School
Pictured from top: It's Hard to Forgive by Phan Khanh Linh; Gallery Judging;
Mercy: Bringing Light Into the World by Nicole Gomric; Various art submissions in gallery
9 www.cfnek.org
Dear Friends,
As I reflect on all that we have received this past year, what stands out the
most is that Pope Francis called the Church to the Jubilee Year of Mercy to
recognize that “We are able to give mercy to others if we are able to receive
mercy from God.”
The Holy Father said, “The Church is called, above all, to be a credible witness
to mercy…” The primary way that we receive God’s Son into our hearts and to
Lesle M. Knop
Executive Director
share his love with others is through acts of Mercy.
This past year, while we visited Holy Doors, renewed our efforts to live Lent
more intensely, went to Confession, and intentionally practiced the Corporal
and Spiritual Works of Mercy, the Catholic Foundation of Northeast Kansas
prudently managed assets of the Church in order for distributions and grants
to be made throughout our Archdiocese and our region that would serve as a
witness and support evangelization. Everyone involved with the management
of the funds of your parishes, schools and Catholic organizations, and Catholic
family donor advised funds share in the joy that results from this stewardship
during this Jubilee Year of Mercy.
Every year is an exciting time for the Catholic Foundation of Northeast Kansas,
but this year was especially meaningful for me as it marks a decade of service.
I am deeply grateful for the work I have been given to do. My prayers are for
each of you reading this report and that your faith has been reawakened by
entering more deeply into the heart of the Gospel and the experiences of God’s
tender Mercy.
Your sister in Christ,
Lesle M. Knop, MS, CFRE, ECRF
Executive Director
www.cfnek.org 10
Board of Directors
Archbishop Joseph F. Naumann
Chairman
Cathedral of St. Peter
Kansas City
Shirley M. Antes
Board Member
Sacred Heart
Emporia
Kathleen Bastasch*
Secretary
Holy Cross
Overland Park
Larry J. Buessing*
Past President
St. Benedict
Atchison
Joe H. Bunck
Board Member
St. Leo
Horton
John L. Caton
Vice President
St. Ann
Prairie Village
Douglas G. Ciocca
Investment Chair
Church of the Nativity
Leawood
Christopher D. Dierks
Treasurer/Finance Chair
St. Michael the Archangel
Leawood
William F. Hess
Planned Giving Chair,
CE Program Committee Chair
Sacred Heart
Shawnee
Bernard J. Hickert
Board Member
St. Matthew
Topeka
Lesle M. Knop
Ex Officio
Holy Trinity
Paola
Donald L. Lueger
Board Member
St. Mary
St. Benedict
STAFF
Left to right
Beth Lopez, CFNEK Assistant
Julie Holmquist, Accountant
Gary Pratt, Planned Giving Officer
Lesle Knop, Executive Director
Rosemarie Boyles, Administrative Assistant
Becky Calvert, Data Manager
Geri Nickels, Annual Appeal Coordinator
Christina Megee, Data Entry
11 www.cfnek.org
Catholic Foundation of Northeast Kansas
Ann Martin
Board Member
Holy Spirit
Overland Park
Stephen McBride
Board Member
Prince of Peace
Olathe
Stephen Menke
Board Member
Corpus Christi
Lawrence
Carla K. Mills
Ex Officio
St. Pius X
Mission
Father John A. Riley
Ex Officio
Chancellor
Eugene Schreiner
Board Member
Queen of the Holy Rosary
Overland Park
Michael R. Shirley
Board Member
Church of the Nativity
Leawood
Daniel J. Stalp*
President
Prince of Peace
Olathe
Jonathan J. Twidwell
Marketing Chair
Holy Trinity
Lenexa
Patricia M. Verschelden*
Board Member
Immaculate Conception
St. Marys
Sharon R. Weems*
Board Member
Church of the Ascension
Overland Park
An asterisk (*) denotes
board members in
their final term.
www.cfnek.org 12
Financial Information
13
www.cfnek.org
Asset Growth 1993-2016
(Dollars in Millions)
84
81
78
75
72
69
66
63
60
57
54
51
48
45
42
39
36
33
30
27
24
21
18
15
12
9
6
3
0
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
www.cfnek.org 14
Statement of Financial Position
June 30, 2016, 2015, and 2014
2016
Cash
$
Investments
Archdiocesan Deposit and Loan Fund
Managed Funds
Total Current Assets
Promissory Note Receivable
Present Value Discount on Promissory Note
Present Value Promissory Note
Prepaid Expense
Equipment
Fund Management Software
Accumulated Depreciation
Total Equipment
Reinsured Gift Annuity Contracts
Total Assets
Accounts Payable
Deferred Fee Income - Reinsured Gift Annuities
Annuities Payable
Due to Resource Providers
Total Liabilities
Net Assets
Unrestricted - Undesignated
- Donor Advised
- Donor Advised Berkel
Temporarily Restricted - Investment Income
Temporarily Restricted - Endowments
Permanently Restricted - Endowments
Total Net Assets
Total Liabilities & Net Assets
15 www.cfnek.org
$
302,378
2015
$
230,804
2014
$
52,473
596,206
64,381,691
7,172,214
57,823,654
20,483,503
32,840,220
65,280,275
65,226,672
53,376,196
19,628,126
(3,821,697)
20,644,383
(4,203,639)
-
15,806,429
16,440,744
-
1,461
1,404
630
21,529
(21,529)
21,529
(21,529)
21,529
(21,529)
-
-
-
74,231
78,123
81,157
$81,162,396
$ 81,746,943
$ 53,457,983
8,977
10,216
192,062
27,503,027
$
753
11,654
276,081
27,339,680
$
13,089
307,856
27,017,969
$27,714,282
27,628,168
27,338,914
349,484
818,175
25,689,635
(80,635)
1,000,383
25, 671,072
314,238
917,758
27,191,174
1,000,041
1,000,383
23,695,181
355,605
904,772
2,108,089
999,553
21,751,050
53,448,114
54,118,775
26,119,069
$81,162,396
$ 81,746,943
$ 53,457,983
Fund Activity
For the Years Ended June 30, 2016, 2015, and 2014
2016
2015
2014
$ 81,342,175
$ 53,008,132
$ 44,893,801
Additions
Endowments & Funds
Donor Advised Funds
Charitable Gift Annuities
3,486,581
4,881,673
9,600
8,818,796
28,300,403
9,600
5,378,355
802,980
58,850
Total
8,377,854
37,128,799
6,240,185
Withdrawals
Endowments & Funds
Donor Advised Funds
Charitable Gift Annuities
(246,721)
(6,821,566)
(79,543)
(5,531,405)
(1,027,746)
(32,863)
(2,000)
(1,870,208)
(89,641)
Total
(7,147,830)
(6,592,014)
(1,961,849)
Net Income (Loss) - Int, Div, Real & Unrealized G(L)
Endowments & Funds
Donor Advised Funds
Charitable Gift Annuities
(857,965)
708,882
(10,184)
(550,962)
(68,496)
(5,478)
5,121,158
68,654
17,022
Total
(159,266)
(624,936)
5,206,834
Distribution of Income
Endowments & Funds
Berkel Donor Advised Funds
(1,323,334)
(370,111)
(1,577,806)
-
(1,370,839)
-
Total
(1,693,445)
(1,577,806)
(1,370,839)
(622,687)
28,334,043
8,114,331
$ 80,719,488
$ 81,342,175
$ 53,008,132
8,977
10,216
74,231
349,484
7 53
11,654
78,123
314,238
13,089
81,157
355,605
$ 81,162,396
$ 81,746,943
$ 53,457,983
Beginning Market Value
Net Activity
Ending Market Value
Reconciliation with Statement of Financial Position
Accounts Payable
Deferred Fee Income - Reinsured Gift Annuity
Annuities Payable - Reinsured
Unrestricted - Undesignated
Total Liabilities & Net Assets
www.cfnek.org 16
Fund Balance
(For the Period Ended June 30, 2016)
%
5% 3
5
16%
6
18%
1
4
3
18
%
2
39%
Type of Fund as Percentage
of Total Market Value
Type of Fund
Market Value
% of Mkt Value
# of Funds
1Parishes
$ 9,795,738.71
18%
53
2 Catholic Education
$ 21,342,044.25
39%
59
3Cemeteries
$ 9,913,410.36
18%
17
4 Religious Vocations
$ 8,688,433.60
16%
7
5 Human Services
$ 2,899,135.27
5%
8
6Other
$ 1,455,085.16
3%
4
Total Endowments & Funds
$54,093,847.35
100%
148
Total Endowments & Funds
$ 54,093,847.35
67%
148
7 Donor Advised Funds
$ 26,507,810.27
33%
30
8 Charitable Gift Annuities
$ 117,831.02
0%
17
TOTAL
$80,719,488.64
100%
195
We practice prudent, faithful investment. Funds are monitored and managed with the
counsel of the CFNEK Finance Committee in accordance with socially responsible
precepts. We do not invest in companies whose products or goals are in conflict with the
basic tenets of Roman Catholic doctrine.
New Funds
(Dollars Represent Initial Contribution to Establish Fund)
$5,000.00
$5,000.00
17 www.cfnek.org
Holy Angels Catholic Church Endowment, Basehor
Serra Club of Johnson County Endowment
PARISHES
God’s House
How Parish Endowments and Funds Strengthen Catholic Communities | The Catholic Foundation of Northeast Kansas currently has
53 parish funds. This year, these funds received new deposits of $199,860 and have distributed more than $167,844 to parishes to meet
current obligations and provide new programs. The benefits of a perpetual stream of income that increases over time, with additions and
growth, will have a profound impact on parish finances and programs for generations to come (sorted by city).
25,833.56
31,901.97
7,216.07
5,000.00
10,872.58
608,223.32
5,585.71
21,494.76
240,914.12
85,828.56
50,091.14
87,133.63
150,527.82
197,847.98
10,503.13
426,099.97
408,859.97
594,062.48
18,729.07
26,435.82
104,608.22
85,063.48
18,646.53
160,896.45
77,704.99
74,088.65
95,437.48
155,792.80
686,156.19
47,541.37
1,506,499.35
7,650.54
39,148.42
468,103.35
62,196.18
20,524.38
16,214.70
106,953.60
143,329.46
68,907.92
9,891.56
183,380.57
218,254.93
947,491.46
61,467.06
111,231.20
88,219.45
732,219.08
414,062.53
11,618.33
5,101.01
28,311.25
25,864.56
St. Benedict Parish Endowment, Atchison
St. Joseph Parish Maintenance Fund, Atchison
Annunciation Catholic Church Endowment, Baldwin City
Holy Angels Catholic Church Endowment, Basehor
St. Francis Xavier Parish Endowment, Burlington
Sacred Heart Parish Fund, Emporia
Holy Family Parish Endowment, Eudora
St. Augustine Catholic Church Endowment, Fidelity
St. Benedict Parish Endowment, Bendena - Gronniger
All Saints Parish Fund, KC
Cathedral of St. Peter Parish Fund, KC
Our Lady of Unity Parish Endowment, KC
St. Patrick Parish Endowment, KC
St. Patrick Parish M. Walker Endowment, KC
St. Bede Catholic Church Endowment, Kelly
Curé of Ars Parish Endowment, Leawood
Church of the Nativity Parish Endowment, Leawood
Holy Trinity Parish Fund, Lenexa
St. Michael the Archangel Parish Endowment, Leawood
Immaculate Conception Parish Endowment, Louisburg
Immaculate Conception - St. Joseph Parish Endowment, Leavenworth
St. Gregory Parish Endowment, Marysville
St. Paul Parish Fund, Olathe
Church of the Ascension Parish Endowment, Overland Park
Holy Cross Parish Fund, Overland Park
Holy Spirit Parish Fund, Overland Park
Queen of the Holy Rosary Parish Fund, Overland Park
Sacred Heart Parish Fund, Ottawa
Holy Trinity Parish Endowment, Paola
St. Theresa Parish Fund, Perry
St. Ann Parish Endowment, Prairie Village
St. Stanislaus Parish Endowment, Rossville
St. Agnes Parish Fund, Roeland Park
Sacred Heart Catholic Church Faith Formation Donor Endowment, Sabetha
Sacred Heart Legacy Donor Endowment, Sabetha
Sts. Peter & Paul Parish & School Fund, Seneca
Good Shepherd Parish Endowment, Shawnee
Sacred Heart Parish & School Endowment, Shawnee
St. Joseph Parish Endowment, Shawnee
Immaculate Conception Parish Endowment, St. Marys
Greg Taylor Endowment
Christ the King Parish Endowment, Topeka
Holy Name Parish Fund, Topeka
Most Pure Heart of Mary Parish Fund, Topeka
Mother Teresa of Calcutta Parish Endowment, Topeka
Our Lady of Guadalupe Parish Fund, Topeka
Sacred Heart Parish Fund, Topeka
St. Joseph Parish Fund, Topeka
St. Matthew Parish Endowment, Topeka
St. Joseph Catholic Church Endowment, Waverly
Queen of the Holy Rosary Parish Endowment, Wea
St. James Catholic Church Endowment, Wetmore
St. Joseph Church Endowment, Wathena
www.cfnek.org 18
CATHOLIC EDUCATION
Teaching the Faith
How Endowments and Funds Benefit Youth | The 59 funds supporting Catholic education received additions of $2,352,610 and made
distributions of over $454,740. Catholic education continues to be one of the most important but challenging aspects of the Catholic Church.
We are called to share our faith with others and pass it on to the next generation. Catholic education funds support inner-city and rural Catholic
schools, provide scholarship funds that support elementary and high schools, and provide support to Donnelly College, the St. Lawrence
Catholic Campus Center and other campus ministries.
111,630.19
112,577.87
130,151.40
118,378.86
114,937.10
115,129.13
117,769.85
10,292.96
10,329.80
1,801,830.04
1,321,568.51
237,415.58
348,608.29
3,231,866.72
84,409.80
27,707.86
7,325.46
30,702.50
111,042.03
558,033.46
394,868.64
271,263.94
951,106.87
3,227,561.81
2,376,340.88
71,129.54
52,648.31
321,031.29
278,267.46
27,496.37
45,642.18
86,283.45
123,500.75
35,056.54
20,642.24
657,185.60
142,959.25
38,037.86
234,803.36
1,026,780.49
17,331.83
1,177,326.47
6,123.59
7,786.58
34,325.87
65,772.12
25,446.35
197,623.56
242,305.75
43,934.19
19 www.cfnek.org
A. D. Berkel Scholarship Fund - Catholic Education Foundation
A. D. Berkel Scholarship Fund - Cristo Rey High School
A. D. Berkel Scholarship Fund - Donnelly College
A. D. Berkel Scholarship Fund - Prairie Star Ranch
A. D. Berkel Scholarship Fund - Sacred Heart Parish, Shawnee
A. D. Berkel Endowment - St. Lawrence Center
A. D. Berkel Scholarship Fund - University of Saint Mary
John & Mary Bichelmeyer Scholarship Fund
Mary Anne Brown Scholarship Fund
Donnelly College Scholarship Endowment
Donnelly College NEH Fund
Raymond W. Dudley Memorial Fund
Sacred Heart School Fund, Emporia
Catholic Education Foundation Endowment - FFOH
Holy Angels School Fund, Garnett
St. Rose Philippine Duchesne School Donor Endowment, Garnett
Bryan Gotham Memorial Scholarship Fund
St. John School Fund, Greeley
Bishop Miege High School Fund
Bishop Ward High School Fund
Bishop Ward High School Endowment - Phillips
F. Butler & M. Mufich Scholarship Fund
Bishop Ward High School Donor Endowment
Bishop Ward Sustaining Donor Endowment
Bishop Ward Sustaining Endowment
Hayden High School Fund
St. James Academy High School Endowment
St. Thomas Aquinas High School Fund
St. Thomas Aquinas High School Donor Endowment
V. B. Joost Fund for Needy Catholic Children
Holy Name Catholic School Endowment, KC
St. Joseph/St. Benedict School Fund, KC, Crosslines Fund
Curé of Ars McGurren Family Endowment, Leawood
Holy Trinity Beth Loughman Fund, Lenexa
Holy Trinity School Endowment, Lenexa
St. Gregory School Endowment, Marysville
Christine Mayne Memorial Scholarship Fund
Everett & Mary Ellen Mealman Scholarship Endowment
St. Pius X School Fund, Mission
Maur Hill - Mount Academy Endowment
Blake Mulvany Scholarship Fund
Catholic Education Foundation Scholarship Fund
Prince of Peace School Endowment, Olathe
St. Paul Catholic School Endowment, Olathe
Holy Cross School Endowment, Overland Park
Holy Spirit School Fund, Overland Park
Sacred Heart School Endowment, Ottawa
Holy Trinity School Endowment, Paola
Prairie Star Ranch Scholarship Endowment
Mary Sue Cosentino Camp Tekakwitha Scholarship Endowment
CATHOLIC EDUCATION
Teaching the Faith
78,896.73
53,855.37
23,973.31
105,014.84
200,079.04
3,744.08
12,968.38
56,164.02
5,057.93
Fr. Tom Tank Prairie Star Ranch Scholarship Endowment
St. Ann School Donor Endowment, Prairie Village
St. Agnes School Fund, Roeland Park
Michelle Stueve Smith "Brave Heart" Scholarship Endowment
St. Lawrence Catholic Campus Center Endowment
Anita Striegel Scholarship Fund
Christ the King School Endowment, Topeka
St. Matthew School Endowment, Topeka
Queen of the Holy Rosary School Endowment, Wea
59
Education Funds
$2,352,610
Contributions Received
$454,740
Distributed From Funds
But Jesus said,
“Let the children come to
me, and do not prevent
them; for the Kingdom of
Heaven belongs to such
as these."
– Matthew 19:14
www.cfnek.org 20
21
CEMETERIES
Honoring Those Who Have Passed Into Eternal Life
How Cemeteries Benefit From Endowments and Funds | Perpetual care and support for Catholic cemeteries across the Archdiocese are
provided in no small part by endowments and funds held by the Catholic Foundation of Northeast Kansas. The 17 funds that benefitted
cemeteries received $439,563 of additional funds and distributions of $132,363 during the last fiscal year to support the important mission of
maintaining and providing upkeep of roads, mausoleum repairs, lawn and tree care, irrigation and irrigation equipment and replacement, and
shrine maintenance and repair at parish cemeteries and those cared for by Catholic Cemeteries of Northeast Kansas.
24,600.01
34,939.86
7,216.07
6,232,915.27
1,008,129.25
1,020,082.27
890,874.25
5,869.42
89,260.10
114,866.33
285,493.15
79,192.96
32,201.77
24,498.58
36,408.96
5,194.32
21,667.79
Mt. Calvary Cemetery Endowment, Atchison
St. Patrick Cemetery Endowment, Atchison
Mt. Calvary Cemetery Endowment of Annunciation Parish, Baldwin City
Perpetual Care Endowment
Catholic Cemeteries Pre-Need Casket Fund
Catholic Cemeteries Pre-Need Graveliners Fees Fund
Catholic Cemeteries Pre-Need Interment Fees Fund
St. Ann Cemetery Perpetual Care Endowment, Effingham
Sacred Heart Cemetery Fund, Emporia
St. Benedict Cemetery Endowment, Bendena - Gronniger
St. Bede Cemetery Perpetual Care Endowment, Kelly
St. Gregory Cemetery Endowment, Marysville
Sacred Heart Cemetery Fund, Ottawa
Holy Cross Cemetery Endowment, Paola
Sts. Peter & Paul Cemetery Fund, Seneca
St. Bernard Parish Zeigler Endowment, Wamego
Mt. Calvary Cemetery of St. Joseph Endowment, Wathena
RELIGIOUS VOCATIONS
Religious Vocations
How Religious Vocations Grow With Endowments and Funds | The commitment to vocations at the Archdiocese is helped by seven funds
that provided more than $401,498 in distributions for vocations. Religious Vocations Funds received $338,429 in new deposits. The need
to educate and train clergy is significant and requires continued support from the Archdiocese. This commitment to vocations provides
Catholics access to the Mass, the sacraments and pastoral care. It continues to be a great responsibility for the Church to provide the
needed funding for priestly formation and training, now and into the future.
50,762.44
3,423,412.75
2,977,222.54
1,308,223.98
10,915.77
5,074.61
912,821.51
21 www.cfnek.org
Msgr. Thomas J. Culhane Endowment
Education of Priests & Seminarians Bequest Endowment
Education of Priests & Seminarians Burse Endowment
Education of Priests & Seminarians Endowment - FFOH
Serra Club Endowment
Serra Club of Johnson County Endowment
SOS Seminarian Endowment
HUMAN SERVICES
When Were You Hungry, Thirsty, Naked or Imprisoned
How Human Service Endowments and Funds Benefit the Needy | Human service organizations across the Archdiocese of Kansas City in
Kansas were supported last year by more than $92,049 in distributions from and $100,380 in additions to eight funds that were created
and grown by generous contributions from people touched by the support that these organizations provide. From funds to benefit
Catholic Charities and Villa St. Francis, to the Irene Wohletz Fund for the Poor, human services funds help many of the most vulnerable
in our communities.
115,130.79
442,476.93
484,945.52
8,338.63
1,594,525.98
92,545.63
65,890.72
95,281.07
A. D. Berkel Endowment - Sisters, Servants of Mary
Catholic Charities Foundation Endowment
Catholic Charities Foundation of Northeast Kansas Fund
Catholic Charities Food Distribution Endowment
Catholic Charities Foundation Endowment - FFOH
Catholic Charities Foundation Endowment - Gronniger
Fr. Trumpeter Endowment - Villa St. Francis
Irene Wohletz Fund for the Poor
OTHER FUNDS
How Other Funds Offer Convenient Management of Philanthropy | A tool that has grown in popularity across the United States for those
looking to plan their philanthropy has been the Donor Advised Fund. This year, the Foundation had 29 Donor Advised Funds and
20 Charitable Gift Annuities, which allow donors to conveniently manage their philanthropic gifts to Catholic organizations and other
charities around the Archdiocese and across the country.
How Other Endowments Benefit Cultural Outreach and Lay Ministry | An endowed fund is a way of giving that creates a permanent,
continuous source of income for the various ministries of the Roman Catholic Archdiocese of Kansas City in Kansas.
14,345.55
519,052.43
817,641.54
104,045.64
Mary, Star of the New Evangelization Archdiocesan Endowment
Cultural Outreach Ministries Endowment – FFOH
Lay Ministry Development Endowment – FFOH
Archdiocese of Kansas City in KS – Gronniger Endowment
www.cfnek.org 22
CATHOLIC LEGACY SOCIETY
The Catholic Legacy Society recognizes individuals who have included their
parish and/or another institution of the Archdiocese in their estate plan. You
can join the following members of the Catholic Legacy Society to build a lasting
foundation of financial support. We assist individuals and organizations to
establish endowments or funds to support the educational, religious, and
charitable ministries of the Church, while providing the security that their
gift will be used exactly as they intend. Catholic organizations may benefit as
beneficiaries of gift annuities, trusts, insurance, and retirement plans.
To learn more, call the Catholic Foundation of Northeast Kansas at
913.647.0325 or email [email protected].
Mr. Douglas Adair
Mr. Glenn Adamson
Mr. and Mrs. Robert Alden
Mr. and Mrs. Michael T. Alex
Dr. Lelia H. Alexander
Mrs. Loretta M. Allebach
Mrs. Velma Andrisevic
Mr. and Mrs. Joseph V. Arnold
Mr. and Mrs. Christopher G. Arth
Mr. and Mrs. Donald Arth
Mrs. Gwen Aylward
Mr. and Mrs. Robert Bacic
Mr. and Mrs. James T. Baldwin
Mr. and Mrs. Stephen M. Barthol
Mr. and Mrs. Ray Barthuly
Ms. Marsha K. Basey
Mr. and Mrs. Paul Bastasch
Ms. Mary Pat Beals
Mr. and Mrs. Robert Beaman
Mr. and Mrs. Richard A. Bendis, Sr.
Mr. and Mrs. Roger A. Berg, Jr.
Mr. and Mrs. Eugene J. Bertels
Dr. and Mrs. Frank G. Bichlmeier
Mr. and Mrs. Thomas J. Bickimer
Mr. and Mrs. Bryan E. Biggs
Mrs. Esther M. Bizal
Mr. Robert Blakesley
Mr. William R. Bockelman
Mr. and Mrs. Kirk C. Bradford
Mrs. Genevieve Brandmeyer
Mr. and Mrs. Steven Braun
Mr. William J. Braun
Mr. and Mrs. Frank Brentine
Mrs. Maxine Breuel
Mrs. Victoria R. Bronson
Ms. Ludgarde Broucke
Ms. Criss Brown
Mr. and Mrs. Kent P. Brown
Mr. John Brunski
Mr. and Mrs. Steve Buche
Mr. and Mrs. Brian Buckley
Mr. and Mrs. Larry J. Buessing
Mr. and Mrs. Joe Bunck
Mr. Joe Carmichael
Mr. and Mrs. Roy D. Carroll
Mr. and Mrs. William C. Carter
Dr. Alberto R. Castaneda
Mr. and Mrs. John L. Caton
23 www.cfnek.org
Mr. and Mrs. Thomas Cavaliere III
Mr. Patrick S. Cavanaugh
Father Barry Clayton
Mrs. Beverly Clemens
Mr. and Mrs. Robert E. Clune
Mr. and Mrs. Kenneth Combes
Mr. and Mrs. Andrew H. Comstock
Ms. Karen Conklin
Mrs. Joan Cooper
Mr. John T. Courtney
Mr. and Mrs. David Cresswell
Mr. and Mrs. Matthew S. Crowley
Mrs. Corinne P. Culp
Mr. and Mrs. Robert A. Cunningham, Sr.
Mr. and Mrs. Michael Czinege
Mr. and Mrs. Douglas D. Dean
Mr. Richard C. Deitchman
Mr. John J. Dempsey
Ms. Judy Desch
Mr. and Mrs. Rolland A. Dessert, Jr.
Ms. Dorothy Dieker
Mr. and Mrs. Christopher D. Dierks
Mr. and Mrs. Michael Doerfler
Mr. and Mrs. Richard J. Doran
Mr. Harry Duckers, Jr.
Mr. and Mrs. Bernard Dunn
Mr. and Mrs. Terrence P. Dunn
Mrs. Carol Eichman
Mr. and Mrs. Mark W. Ellington
Mr. and Mrs. Jeff Englert
Mr. and Mrs. Ray D. Evans
Mr. and Mrs. Timothy J. Evans
Ms. Margaret M. Fay
Mrs. Julia Fette
Ms. Tana R. Field
Mr. and Mrs. Jack Fiorella
Mr. and Mrs. William Fleming
Mr. and Mrs. John M. Flynn
Mr. Donald Foley
Mr. Jerry Fox
Mr. and Mrs. Kevin Fox
Mr. and Mrs. Derek Franklin
Mr. and Mrs. Frank E. Franko
Mr. and Mrs. Chuck G. Frazier
Mr. and Mrs. Louis Funk
Mrs. Edith Gast
Mr. and Mrs. Sean Gellhaus
Mrs. Elida A. Gibbons
Ms. Edna M. Glaser
Mr. James E. Glick
Mr. and Mrs. Eric E. Gonzalez
Mrs. Joann Grady
Mr. Quinlan Halbeisen
Mr. and Mrs. Kenneth Harris
Mr. and Mrs. Mark Hegarty
Mr. and Mrs. Edward A. Herman, Jr.
Father Michael Hermes
Mr. and Mrs. John Herriage
Mr. and Mrs. Roger R. Herting
Father Thomas N. Hesse
Mr. and Mrs. Bernard J. Hickert
Mr. J. Thurman Hiller
Mr. and Mrs. Tony Hodel
Mr. Earl Hoehn
Mr. and Mrs. Michael Hoehn
Mr. and Mrs. Lyle F. Holthaus
Mr. and Mrs. Don L. Horine, Jr.
Mr. James B. Horner
Mr. Philip D. Hruska
Mr. and Mrs. Jeff Humburg
Mr. and Mrs. William F. Hund
Miss Virginia Irvine
Mr. and Mrs. William R. Jackson, Jr.
Mr. and Mrs. Bernard Jacquinot
Mr. and Mrs. Russell D. Jenkins
Mr. and Mrs. Ken H. Jennison
Dr. and Mrs. Michael Jurkovich
Archbishop Emeritus James P. Keleher
Mr. and Mrs. David Kelley
Mr. and Mrs. James R. Kessler
Mr. and Mrs. Fred Kipp
Father George Klasinski
Mr. Dennis F. Klumpe
Mr. and Mrs. Doug Knop
Mr. and Mrs. David M. Knopke
Ms. Carole Kobets
Ms. Cecilia M. Koller
Mr. and Mrs. Frederick Kouri
Mr. Anthony Kovach
Mr. and Mrs. James R. Kowalewski
Mr. and Mrs. Martin D. Krebs
Monsignor Vincent Krische
Mr. Timothy Kruse
Mrs. Janet R. Kunz
Mr. and Mrs. George Lahood
Mr. and Mrs. David Lamott
Mr. and Mrs. Mel Lavery
Mr. and Mrs. Jeffrey A. Lipp
Ms. Agatha Little
Father Ronald Livojevich
Mr. and Mrs. James J. Lock
Mr. and Mrs. David Long
Ms. Mary P. Losik
Father James E. Ludwikoski
Mr. and Mrs. Donald L. Lueger
Mrs. Jacqueline A. Madden
Mr. and Mrs. William Maloney
Mr. and Mrs. Cletus Manhart
Mrs. Linda March
Mrs. BeaMarie Mayer
Mr. and Mrs. Jerry Mayne
Mr. and Mrs. Patrick D. McAnany
Mr. and Mrs. Louis J. McAvoy
Mr. and Mrs. Stephen E. McBride
Ms. Barbara J. McCauley
Mrs. Frances McEvoy
Mr. and Mrs. David A. McFarlane
Mr. J. Kenneth McGarity
Mr. Larry W. McManus
Dr. Juanito Melendres
Mr. and Mrs. Kenneth M. Mellard
Mr. and Mrs. John L. Menghini, Jr.
Mr. and Mrs. John L. Menghini, Sr.
Mr. and Mrs. William G. Mergenmeier
Mr. and Mrs. Walter L. Mersmann
Mr. and Mrs. George E. Miller
Mr. Ronald Miller
Mr. Scott Miller and Ms. Leslie Gordon
Mr. and Mrs. Will A. Miller
Ms. Carla K. Mills
Mr. and Mrs. Michael J. Mistler
Mrs. Norma L. Mitchell
Mr. and Mrs. Robert Mogren
Mr. and Mrs. Robert L. Mogren
Mr. and Mrs. Freddie Montalvo
Mr. and Mrs. William Moon
Mrs. Rita J. Muckenthaler
Monsignor Michael Mullen
Mrs. Marilyn J. Murray
Mrs. Patricia Myers
Mr. and Mrs. William E. Myers
Mr. and Mrs. Frank Natchez
Mr. and Mrs. John Nauman
Mr. and Mrs. Steven Naylor
Mr. and Mrs. Wayne Nichols
Mr. and Mrs. Van Nine
Mrs. Mary Lou Novak
Mr. and Mrs. Douglas R. Ondick
Mr. and Mrs. James J. Owens
Mr. and Mrs. Robert D. Patterson
Mr. and Mrs. Eugene S. Peck
Ms. Matilda A. Petesch
Mr. and Mrs. William Phillips
Mr. and Mrs. James Piero
Mrs. Wilma Plake
Mr. and Mrs. Michael J. Podrebarac
Mr. and Mrs. Michael D. Pollock
Ms. Cheryl Portwood
Mr. and Mrs. Gary E. Pratt
Dr. James B. Pretz
Mr. and Mrs. Doug Propeck
Mrs. Pauline Rahija
Mrs. Rachel L. Reiber
Mr. and Mrs. David R. Richardson
Father John A. Riley
Mr. and Mrs. Malcolm E. Robinson
Mr. and Mrs. Alfred G. Rolf
Mr. and Mrs. Charles Ronnau
Mrs. Sue Roth
Mr. and Mrs. Larry D. Ryan
Mr. and Mrs. Frank C. Sabatini
Mr. and Mrs. Richard J. Sahlfeld
Mr. and Mrs. Paul Scaletty
Mr. and Mrs. Michael Scheopner
Father Brian A. Schieber
Mr. and Mrs. Mark A. Schieber
Father Matthew Schiffelbein
Mrs. Frances S. Schilling
Mrs. Sandra K. Schmitz
Mrs. Jane Schnellbacher
Mr. Donald Schreiner
Mrs. Patricia L. Schwinn
Mr. Donald J. Seifert
Mrs. Nancy Sharp
Mr. Michael Shirley
Mr. and Mrs. Jeff R. Shue
Mr. and Mrs. John R. Simecka
Ms. Linn A. Slater
Reverend and Mrs. James E. Smith
Mr. and Mrs. Larry Sowers
Mrs. Charlotte Stack
Mr. Don Stack
Mr. and Mrs. Daniel J. Stalp
Ms. Mary Lou Stein
Mr. and Mrs. Ernest J. Straub III
Mr. and Mrs. Larry M. Strecker
Mrs. Jane M. Stucker
Mr. and Mrs. Leo F. Stueve
Father Patrick Sullivan
Mr. and Mrs. John P. Suwalsky
Mr. and Mrs. Thomas J. Sweeney
Mr. and Mrs. Chris F. Talarico
Monsignor Thomas G. Tank
Ms. Patricia L. Tate
Mr. and Mrs. David N. Theis
Ms. Gloria Throne
Mr. and Mrs. Kevin N. Tucker
Mr. and Mrs. Jonathan J. Twidwell
Mr. and Mrs. Ted Uhler
Mr. and Mrs. Erwin J. Ulses
Miss Katherine Vandeloo
Mr. and Mrs. Ralph VanGoethem
Ms. Patricia M. Verschelden
Mrs. Peggy Verschelden
Mr. James Voet
Mr. and Mrs. Robert J. Vohs
Mr. and Mrs. David A. Wallsmith
Mr. and Mrs. Denton Walstrom
Mr. and Mrs. Thomas L. Waris
Mr. and Mrs. Douglas G. Waters, Jr.
Mr. Joe Weber
Mr. and Mrs. Sam L. Weems
Miss Geraldine Weishaar
Mr. and Mrs. Charles Wesonig
Mrs. Esther White
Mr. and Mrs. James Wilcox
Mr. and Mrs. Les Wilkerson
Mr. and Mrs. Steve D. Wilkinson
Mr. and Mrs. James Wintz
Miss Marion Young
Mr. and Mrs. Thomas R. Zarda
Mr. and Mrs. Eugene Zupanec
Anonymous - 340
We regret any omissions or errors. Please
notify the Catholic Foundation of Northeast
Kansas if you have designated your parish or
other Catholic organization in the Archdiocese
of Kansas City in Kansas as a beneficiary of
a bequest or other planned gift. Anonymous
gifts are treated confidentially.
www.cfnek.org 24
PLANNED GIVING INITIATIVE – YEAR SEVEN
Building God’s Kingdom in Kansas
One Catholic Legacy Gift at a Time
a timeless
Fa it h
Your Complete resource for
establishing, Maintaining & growing
An Endowment for your Catholic community
The Planned Giving Initiative's ultimate goal is to foster a culture of planned
giving across the Archdiocese of Kansas City in Kansas where all practicing
Catholics have designated a gift at death to support the mission of the Church.
Launched in 2009, under the direction of Archbishop Joseph F. Naumann,
the Planned Giving Initiative (PGI) helps parishes, schools, and Catholic
organizations build planned giving into their culture. By following CFNEK
PGI guidelines, parishes and schools see measurable increases in confirmed
“The Catholic
Foundation’s materials
are logical, easy to read
and clearly spell out steps
to follow. The burden of
determining how to begin
was gone. My committee
was energized. It’s easy to
make the visits. After just
informing and making
simple requests of people
to consider a gift after
death, we were notified of
13 gifts in the first year.”
– Mary Losik,
Good Shepherd, Shawnee
planned gifts.
Bronze Planned Giving Status
Implement first year steps to build “A Timeless Faith”.
1. Create an endowment or fund with the Foundation ($5,000 minimum).
2. Appoint endowment trustees - two to seven parishioners and
the pastor.
3. Track current and expected planned gifts.
4. Launch a Catholic Legacy Society (CLS) in your Catholic parish, school, or
organization.
5. Coordinate ongoing planned giving promotion and appreciation efforts
with the Foundation.
Silver Planned Giving Status
1% of annual loyal parish and/or school donors are CLS members
Gold Planned Giving Status
2% of annual loyal parish and/or school donors are CLS members
Platinum Planned Giving Status
3% of annual loyal parish and/or school donors are CLS members
Diamond Planned Giving Status
4% of annual loyal parish and/or school donors are CLS members
25 www.cfnek.org
BRONZE PLANNED GIVING STATUS
Name
City
Parish
Families
CLS
Members
Endowment
Established
Curé of Ars
Holy Angels
Prince of Peace
Maur Hill - Mount Academy
St. Agnes
St. Francis Xavier
St. Gregory the Great
St. Joseph
St. Matthew
Leawood
Basehor
Olathe
Atchison
Roeland Park
Burlington
Marysville
Waverly
Topeka
1986
803
3484
N/A
1217
131
388
49
1037
19
1
5
5
6
4
1
4
1993
2016
2010
2010
1990
2010
1996
2010
1991
SILVER PLANNED GIVING STATUS
Name
City
Parish
Families
CLS
Members
Endowment
Established
Catholic Charities of Northeast Kansas
Church of the Annunciation
Donnelly College
Holy Angels
Holy Spirit
Immaculate Conception
Sacred Heart
Sacred Heart
St. Augustine
St. Bede
St. James
St. John the Baptist
Sts. Peter and Paul
Archdiocese
Baldwin City
Kansas City
Garnett
Overland Park
St. Marys
Sabetha
Shawnee
Fidelity
Kelly
Wetmore
Greeley
Seneca
N/A
100
N/A
172
1688
333
159
1631
35
159
67
74
641
54
2
3
4
14
12
3
8
1
1
1
1
1989
2014
2007
1999
2003
2007
2012
2007
2012
2014
2012
1999
1992
CLS
Members
Endowment
Established
GOLD PLANNED GIVING STATUS
Name
City
Bishop Miege High School
Holy Cross
Mother Teresa of Calcutta
Sacred Heart
St. Benedict
St. Paul
Shawnee Mission
Overland Park
Topeka
Emporia
Atchison
Olathe
N/A
1235
836
919
991
1826
25
12
19
8
6
15
1998
1996
2009
1989
2009
2014
Name
City
Parish
Families
CLS
Members
Endowment
Established
Church of the Nativity
Good Shepherd
Holy Family
Holy Trinity
Most Pure Heart of Mary
St. Michael the Archangel
Leawood
Shawnee
Eudora
Lenexa
Topeka
Leawood
2038
1348
324
2602
1528
2282
20
24
14
53
60
27
2005
2005
2011
2001
1990
2009
DIAMOND PLANNED GIVING STATUS
Total Catholic Legacy
Society Members
107
New Catholic Legacy
Society Members
22314
NEW PLANNED GIVING STATUS
Parish
Families
PLATINUM PLANNED GIVING STATUS
619
Name
City
Parish
Families
CLS
Members
Endowment
Established
Bishop Ward High School
Church of the Ascension
Immaculate Conception - St. Joseph
St. Ann
Kansas City
Overland Park
Leavenworth
Prairie Village
N/A
2791
822
1200
36
21
28
41
1989
2006
2009
1993
60,000+
Registered Households
106 21
Parishes
Counties
Green = New Planned Giving Status
PGI Accomplishments in fiscal year ending June 30, 2016:
-----------
107 New Catholic Legacy Society members, a 21% increase from 512 to 619
1 New school endowment
1 New vocations endowment
3 New Diamond Planned Giving Status parishes
1 New Diamond Planned Giving Status school
2 New Platinum Planned Giving Status parishes
2 New Gold Planned Giving Status parishes
1 New Gold Planned Giving Status school
2 New Silver Planned Giving Status parishes
2 New Bronze Planned Giving Status parishes
www.cfnek.org 26
"Complete
Joy: Growing
as Disciples of
Jesus, Making
Disciples For
Jesus."
-Archbishop Joseph F. Naumann
27
www.cfnek.org
Beneficiaries of Donor Advised Funds and Scholarships
We are pleased to serve as the partner for many organizations and donor families within the Archdiocese of Kansas
City in Kansas who use donor advised funds and scholarship funds to benefit organizations and ministries serving
our local community. This year CFNEK distributed more than $6.8 million from these funds to further the 10-year
vision set forth by Archbishop Joseph F. Naumann for the Church to practice "Complete Joy: Growing as Disciples
of Jesus, Making Disciples For Jesus."
DISTRIBUTION
FOR 2015-16
$2,000.00
$29,000.00
$7,000.00
$100.00
$7,528.49
$14,753.82
$4,929.84
$27,256.66
$4,000.00
$73,204.42
$75,254.42
$500.00
$500.00
$250.00
$49,250.00
$8,500.00
$500.00
$16,750.00
$600.00
$250.00
$450.00
$55,204.42
$1,000.00
$1,175.82
$10,031.94
$5,200.00
$900.00
$400.00
$1,000.00
$1,000.00
$50.00
$600.00
$100.00
$1,000.00
$50.00
$500.00
ORGANIZATION
Advice & Aid Pregnancy Center
Apostles of the Interior Life - Brothers
Apostles of the Interior Life - Sisters
Association of American Rhodes Scholars
Benedictine College
Bishop Miege High School
Bishop Ward High School
Boy Scouts of America
Cardinal Glennon Children's Foundation
Catholic Charities of Northeast Kansas, Inc.
Catholic Education Foundation
Catholic Housing of Wyandotte County
Catholic Radio Network
Christ's Peace House of Prayer
Church of the Ascension Parish
Cristo Rey High School
Curé of Ars Parish
Donnelly College
Equestrian Order of the Holy Sepulchre of Jerusalem
(North Central Lieutenancy)
Fellowship of Catholic Scholars
Fellowship of Catholic University Students
Fr. Brink Scholarship Fund
Heartstrings Community Foundation
Holy Family Catholic School
Holy Trinity School
Ignatian Spirituality Center
John Paul II Adventure Institute
John Paul II Catholic School
Little Brothers of the Lamb
Little Sisters of the Lamb
Lumen Christi Institute
Mary Stueve Smith "Brave Heart" Scholarship
Morning Glory Ministries
Mount St. Scholastica
Nelson-Atkins Museum of Art
Operation Breakthrough, Inc.
DISTRIBUTION
FOR 2015-16
$700.00
$1,000.00
$55,204.42
$13,609.00
$55,204.42
$9,000.00
$6,480.00
$900.00
$1,000.00
$6,000.00
$14,000.00
$25,000.00
$10,000.00
$225,817.61
$100.00
$18,000.00
$100.00
$6,121.70
$10,000.00
$1,000.00
$10,500.00
$2,000.00
$7,890.00
$1,000.00
$40,160.46
$1,000.00
$1,600.00
$5,000.00
$2,900.00
$500.00
$2,280.00
$2,000.00
$55,204.42
$5,801,815.57
$500.00
$54,648.44
$2,500.00
ORGANIZATION
Our Lady of Unity School, KC
Our Sorrowful Mother's Ministry
Prairie Star Ranch
Prairie Star Ranch Scholarship Endowment
Priest Retirement Fund
Prince of Peace Parish, Olathe
Queen of the Holy Rosary Parish, OP
Queen of the Holy Rosary Parish, Wea
Relevant Radio
Rockhurst High School
Sacred Heart Catholic Church, Sabetha
Sacred Heart Donor Endowment, Sabetha
Sacred Heart Legacy Donor Endowment, Sabetha
Sacred Heart Parish & School
Saint Paul's Outreach
School of Faith
Serra Club of Johnson County
Sisters, Servants of Mary, Ministers to the Sick
Sisters of St. Francis of the Holy Eucharist
St. Agnes Parish
St. Agnes School
St. Benedict's Abbey
St. James Academy
St. James Catholic Church
St. Lawrence Catholic Campus Center
St. Mary's School
St. Sebastian Catholic Church
St. Thomas Aquinas High School
The Catholic Diocese of Peoria
The Labouré Society
Unbound
United Way of Greater Kansas City
United Way of Wyandotte County
University of Saint Mary
University of Saint Mary of the Lake/Mundelein Seminary
Villa St. Francis
White House Retreat
www.cfnek.org 28
DONOR ADVISED FUNDS
Establish Your Family's Legacy
of Charitable Giving
A Donor Advised Fund
(DAF) is a gift of at least
$5,000 with a not-yetdesignated beneficiary.
Make a difference in our
Catholic community
today and into the future,
while teaching your
family the value
of establishing a
lasting legacy.
Establish your family fund now, then make recommendations for distributions
over time to the Catholic Foundation of Northeast Kansas. The distributions
will be made from the Foundation in the name of your DAF to the qualifying
charities you recommend. The Foundation is your fund administrator. You
may access your DAF reports online to see quarterly statements and make
distribution requests.
Why is a Donor Advised Fund the Right Choice?
--
Financial Benefits: Current tax deduction
--
Pressure-Free Giving: Take your time in deciding which charities you want
to receive your gift.
--
Save Time: Simplify your philanthropy. Make gifts to your fund when you
want, and let the Foundation handle the paperwork.
--
Lower Fees: A DAF can be a low-cost alternative to a family foundation.
The Foundation charges $100 plus one percent of the fund’s balance per
year, assessed quarterly, to administer your fund.
--
Faithfully Invested and Distributed: Socially Responsible Investing (SRI)
screens ensure that your fund will be invested to reflect your Catholic
values. Distributions are reviewed to protect you from unintentionally
supporting charities that disagree with Catholic teaching.
50%
Choose How You Do Good
A Donor Advised Fund gives you the freedom to decide how your gift will do
good. In any calendar year, your fund may make distributions in amounts of
25%
$100 or more that are:
50%
At least 50 percent designated to Catholic organizations, with a minimum of
25 percent of the total funds going to charitable entities within the Archdiocese of
Kansas City in Kansas. Up to 50 percent of the distributions may be designated to
any non-Catholic qualified charity in accordance with Catholic teaching.
Most importantly, a Donor Advised Fund allows you to focus on giving. We do
the work to develop your fund and administer your gifts so your attention may
be devoted to making a difference in the world.
Contact us today to learn
more about establishing
your Donor Advised Fund:
913-647-0325
29 www.cfnek.org
"You expired, Jesus, but the source
of life gushed forth for souls, and
the ocean of mercy opened up for
the whole world. O Fount of Life,
unfathomable Divine Mercy, envelop
the whole world and empty Yourself
out upon us."
-Diary of Saint Maria Faustina Kowalska:
Divine Mercy in My Soul
www.cfnek.org
CA
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www.cfnek.org
The Catholic Foundation of Northeast Kansas
12615 Parallel Parkway | Kansas City, Kansas 66109 | 913.647.0325