Estate Planning will continue to be a specialty of the Catholic Community Foundation thanks to the hiring of Cameo Anders, the new Director of Estate Planning and In-House Counsel. "Cameo brings a deep faith and a wealth of professional experience to help individuals in their planning," said Mark Conzemius, President of the Catholic Community Foundation.…
The Eden Catholic community was truly blessed this week with many endowment distribution checks given by generous donors. Donors left a legacy behind to support Sacred Heart Parish of Eden, Eden Park Cemetery, St. Michael Cemetery and St. Joseph Cemetery in Lake City. Marne Hult, Gift Planning Officer in the Watertown Deanery, presented checks to Father Brian Simon and these gifts will go towards parish needs along with care and maintenance of the cemeteries, all in perpetuity.
Julie Becker (left), Executive Director, St. Francis House & Katie Fritz (right), Gift Planning Officer, CCFESD
Marcie Priestly (left), Development, Volunteer and Community Relations Director, Salvation Army Sioux Falls & Katie Fritz (right), Gift Planning Officer, CCFESD
Today I delivered some endowment distribution checks. What an honor and humbling experience. The Salvation Army Sioux Falls and St. Francis House are two organizations in this community that are helping people help themselves by empowering them with dignity and love. Because of incredibly generous donors creating endowments with the Catholic Community Foundation for Eastern South Dakota for the ministries that were important to them, the Salvation Army and St. Francis House will receive distributions to continue their good work forever. Each of us can leave a legacy! What will yours be?
– Katie Fritz, Gift Planning Officer, Catholic Community Foundation for Eastern South Dakota in Sioux Falls
Faith sustained Claire and Mary Bierschbach through 40 years on their farm near Webster, S.D. They trusted in God in tough years when drought dried up their pastures and storms damaged crops. They stayed strong even when a series of extraordinarily wet years caused the nearby sloughs to swell, slowly overtaking their farm land and leaving much of it unfarmable. “We can’t guarantee what’s going to happen,” said Lois Bierschbach, of the uncertainties of farm life. That reality may be one reason the couple decided to take charge of their estate planning.
They turned to the Catholic Community Foundation of Eastern South Dakota for assistance. In 1998, they crafted an estate plan that included a charitable annuity and an endowment to benefit many of their favorite causes. Proceeds from the sale of some of their land was used to create the annuity which provides a regular income throughout their lives and will fund an endowment after their death. The couple retired and moved from the farm to a home in Webster. Claire died in 2014. “The church was very important to them and still is to Mary,” said Catholic Community Foundation Gift Planning Specialist, Bette Theobald.
That devotion to the church is reflected in their choices for beneficiaries of their generosity. Their endowment will benefit their parish, Christ the King in Webster, St. Joseph Cathedral and seminarian education among other causes. The couple made adjustments to their investments through the years, adding new charities to the list of beneficiaries. Through the Bierschbachs’ generosity, they have set up six separate endowments which will benefit 13 ministries that were important to the couple, including the Make-A-Wish Foundation, Special Olympics, the Cystic Fibrosis Foundation and Muscular Dystrophy Association. “Now with the creation of the endowments they remember these ministries permanently,” Theobald said.
Steve Carlson saw disaster looming, each time he wrote a check to pay a lawn care service for mowing the St. Mary’s Cemetery. As the financial officer for the cemetery account, Carlson paid the bills for the small parish burial area, located a mile north of Bryant, S.D. “It was obvious that we only had about five years – or less than that – of money to operate,” Carlson said. “We were going to run out of money.” Money for the care of the cemetery was coming primarily from funeral memorials and gifts from families whose loved ones were buried there. The parish, which includes only 45 families, also was providing some assistance from its small budget. But population declines in the rural community meant there were only 1 or 2 burials a year of late, and costs for mowing the grass and other care kept rising.
That’s when the idea of creating an endowment came about. Carlson, St. Mary’s pastor, Father Richard Baumberger, and representatives of the Catholic Community Foundation of Eastern South Dakota met to discuss options. They decided to set up the endowment. Then Carlson and his family went to work. His mother, Joyce Carlson, jumped into the project wholeheartedly. Attempting to identify relatives of the nearly 150 people buried at St. Mary’s, she poured over small town history books, scouring the internet and matching names with cemetery records. She developed a mailing list of 110 names.
In April, 2016, Steve wrote a letter explaining the need for donations, and mailed it. Then, they waited. “I didn’t know what to expect,” Carlson said. Donations slowly started coming in. The money came from individuals and families of those buried at St. Mary’s, as well as from people with more distant connections to the town or parish. Contributions came from Chicago, Arizona, Colorado and Minneapolis. To date, almost half of the people who received the letter have responded. Within months, the St. Mary’s Cemetery fund had collected more than $12,000. “Sometimes families would get together and put in one big check,” Carlson said. “I knew they were thinking about it together then.”
Money continues to arrive and the endowment has boosted the cemetery fund about a third of the way to its goal of solvency. Carlson hopes it will continue to grow. Steve Carlson, who grew up in the Bryant area, and lives with his wife, Penny, and their children on a farm north of town, sees the work more as fulfilling a basic responsibility. He said he and his family have helped take care of other rural cemeteries around the area over the years, realizing that over time, connections to families of those buried in the aging cemeteries, have declined. “You just kind of have a spot in your heart for these cemeteries,” he said.
Ralph and Rose Counter knew well the strain poverty could place on a family. The Sioux Falls couple spent hours volunteering for church and community organizations and saw those struggles manifested in their work with homeless families, in regular visits to prisoners and in seeing young children unable to afford Catholic education. When Rose Counter died in 2003, her husband, Deacon Ralph Counter, knew just what to do to honor her memory. He worked with the Catholic Community Foundation for Eastern South Dakota to establish an endowment for the benefit of St. Lambert and O’Gorman High School students.
“Rose knew how important Catholic education was in the life of a young person who did not have much in their life,” said Andrew Bartell, Director of Planned Giving, with the Catholic Community Foundation.
Each year, students at both schools get help with tuition, thanks to the generosity of the Counters. Ralph Counter died in August, 2016. Funding from his estate also went into the endowment. The Counters were married in 1960 and lived in eastern Sioux Falls. Ralph was a U.S. Navy veteran who worked 33 years as an on-the-road salesman for the P.K. Wrigley Co. He also was a deacon. Ordained in 1984, he served at St. Lambert Parish until his retirement in 2006. Rose Counter gained great satisfaction helping those in need. In the 1960s, Rose was honored by Sioux Falls Mayor M.E Schirmer with a Citizen’s Award for
“sharing and caring for humankind.”
Bartell said when Rose died, Ralph wanted to do something to honor his wife and the values she embodied. “He knew making it possible to send a few more kids to Catholic school every year would be something that would have warmed her heart” Bartell said. Through his work at St. Lambert Parish and School, Ralph Counter was aware of tuition assistance endowments that others had set up through the Catholic Community Foundation, Bartell said. “He knew the benefit to the pastor and principal of knowing the distribution was coming every year, so they could confidently accept students who had no way of ever paying tuition.” When asked by Fr. John Rutten how he might characterize Ralph Counter’s life in his eulogy, Deacon Leon Cantin said he offered this observation of his humble, caring friend: “He always flew under the radar. He did a lot of things. But he wasn’t noticed too much and didn’t want to be noticed.”