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The option for the poor, or the preferential option for the poor, is a Catholic social teaching that the Bible gives priority to the well-being of the poor and powerless. It was first articulated by the proponents of Latin American liberation theology during the latter half of the 20th century, and was championed by many Latin American Christian democratic parties. [1] It is also a theological emphasis in Methodism. [2]
The "preferential option for the poor" refers to a trend throughout the Bible, of priority being given to the well-being of the poor and powerless of society in the teachings and commands of God as well as the prophets and other righteous people. Jesus taught that on the Day of Judgment, God will ask what each person did to help the poor and needy: "Amen, I say to you, whatever you did for one of these least brothers of mine, you did for me." [3] This is reflected in Catholic canon law, which states, "[The Christian Faithful] are also obliged to promote social justice and, mindful of the precept of the Lord, to assist the poor from their own resources." [4]
According to said doctrine, through one's words, prayers and deeds one must show solidarity with, and compassion for, the poor. Therefore, when instituting public policy one must always keep the "preferential option for the poor" at the forefront of one's mind. Accordingly, this doctrine implies that the moral test of any society is "how it treats its most vulnerable members. The poor have the most urgent moral claim on the conscience of the nation. We are called to look at public policy decisions in terms of how they affect the poor". [5]
Pope Benedict XVI has taught that "love for widows and orphans, prisoners, and the sick and needy of every kind, is as essential as the ministry of the sacraments and preaching of the Gospel". [6] This preferential option for the poor and vulnerable includes all who are marginalized in society, including unborn children, persons with disabilities, the elderly and terminally ill, and victims of injustice and oppression.
The phrase "option for the poor" was used by Fr. Pedro Arrupe, Superior General of the Society of Jesus (Jesuits) in 1968 in a letter to the Jesuits of Latin America, although its principle existed before Arrupe coined the term. [7] The Option for the Poor, according to theologian Gustavo Gutiérrez, "involves a commitment that implies leaving the road one is on" in order to enter the world of an "insignificant" person; selflessness is the goal of this lifestyle. [8] The option for the poor "goes through all of modern Catholic social teaching" according to theologian Daniel Groody. [9] The phrase rose to prominence during the 1960s for its connection to Liberation Theology, along with its simplicity in capturing doctrinal thought in a turbulent period for the Catholic church.
Jesuit activity in Ciudad Neza, Mexico in 1969 is an example of the option for the poor in action. After the Tlatelolco massacre in 1968, demoralized young Jesuits activists "decided to leave behind the comforts of middle-class life in the capital and moved to Ciudad Neza in 1969," bringing a fresh, democratic air to a traditional violent political method in post-revolution Mexico. [10]
The principle was articulated by the Catholic Bishops of Latin America (CELAM) at the influential conferences in Medellin and Puebla. The resulting Medellin document, Excerpts on Justice, Peace, and Poverty, stated that the Church should support national communities "where all of the peoples but more especially the lower classes have, by means of territorial and functional structures" power to affect societal changes. [11] Christian Smith, in analyzing the Medellin document, writes that, while mild compared to other liberation theology doctrines, it "marked a radical departure from the rhetoric and strategy of an institution" which often provided religious passive support for conservative, authoritarian power. [12]
The Puebla conference held many of the same principles, but with some caveats. Conservative members of the Church saw the meeting as an opening to reverse social claims made by the Medellin conference, while liberation theologians desired to re-affirm the progress made in 1968. López Trujillo, the secretary general of CELAM made sure that "[c]onservative bishops were strategically placed to control committees" while "conservative staff members wrote the preparatory documents." [12] The Washington Post reported that the conservative presence "will be felt in the direction of the conference, in the preparatory documents that will form the basis of discussion, and in the selection of bishops and others participating both as voting delegates and as advisers and official observers." [13] However, as reported by The New York Times, the meeting ultimately struck a middle-ground, criticizing both capitalism and Marxism while calling on local communities to support the common person. [14]
But the principle behind the phrase was articulated earlier by the Catholic Bishops at the Second Vatican Council, when in their Pastoral Constitution Gaudium et spes they spoke of the poor from the very first line, repeating the word nine times and concluding: "The council, considering the immensity of the hardships which still afflict the greater part of mankind today, regards it as most opportune that an organism of the universal Church be set up in order that both the justice and love of Christ toward the poor might be developed everywhere." [15]
The Compendium of the Social Doctrine of the Church , published by the Roman Curia in 2004, summarizes the principle:
This love of preference for the poor, and the decisions which it inspires in us, cannot but embrace the immense multitudes of the hungry, the needy, the homeless, those without health care and, above all, those without hope of a better future. [16]
Pope Francis's apostolic exhortation Evangelii gaudium includes a long section on "The inclusion of the poor in society" (186-216) in which he noted that "Without the preferential option for the poor, 'the proclamation of the Gospel ... risks being misunderstood or submerged'." [17]
In its origins, the concept was connected with the Latin American liberation theology movement of the mid-20th century. As a developed theological principle, the option for the poor was first articulated by Fr. Gustavo Gutiérrez, O.P., in his landmark work, A Theology of Liberation (1971). Gutiérrez asserts that the principle is rooted in both the Old and New Testaments and claims that a preferential concern for the physical and spiritual welfare of the poor is an essential element of the Gospel.
In the mid-1980s, Cardinal Joseph Ratzinger, who later became Pope Benedict XVI, led the effort by the Holy See to stop liberation theology, which he viewed as a form of Marxism. In August 1984, shortly before the release of the official view of the Holy See, he strongly criticized several arguments of liberation theology in a private document to theologians leaked to the press. [18] Ratzinger believed that liberation theologians contend that Christians must engage in a class struggle (in the Marxist sense) in the present to break down the gulf between rich and poor.[ citation needed ] As summarized by Cardinal Ratzinger, "The biblical concept of the poor provides a starting point for fusing the Bible's view of history with Marxist dialectic; it is interpreted by the idea of the proletariat in the Marxist sense and thus justifies Marxism as the legitimate hermeneutics for understanding the Bible." [18]
The Congregation for the Doctrine of the Faith (of which Ratzinger was the Prefect) formulated the official Vatican view in "Instruction on Certain Aspects of the 'Theology of Liberation'". Its "limited and precise purpose: to draw the attention of pastors, theologians, and all the faithful to the deviations, and risks of deviation, damaging to the faith and to Christian living, that are brought about by certain forms of liberation theology which use, in an insufficiently critical manner, concepts borrowed from various currents of Marxist thought." The Instruction elaborated that it was not a disavowal of people who were responding to "the 'preferential option for the poor.' It should not at all serve as an excuse for those who maintain the attitude of neutrality and indifference in the face of the tragic and pressing problems of human misery and injustice." [19]
The Instruction implied that some liberation theologians supported methods similar to the deprivation of people's freedoms by totalitarian regimes in the name of liberation. It charged that these supporters "betray the very poor they mean to help." [20]
Jesuit theologian Enrique Nardoni has argued at length in his exhaustive study, Rise Up, O Judge, that the Bible as a whole and its cultural context support a preferential option for the poor. [21]
Several representatives of Latin American liberation theology also use the option for the poor as a criterion for assessing environmental conflicts. Arguing that the consequences of environmental degradation are distributed unequally and concern the developing countries and the poor to a greater extent than the industrialized countries that caused the problem, authors like Leonardo Boff [22] urge the Church to get engaged in environmental policy advocacy and to act as a lawyer on the side of the poor and marginalized. A position paper of the German Bishops' Conference on Climate Change (2007) therefore pleads for also applying the option for the poor to the victims of climate change (no. 40). [23]
Liberation theology is a theological approach emphasizing the "liberation of the oppressed". It engages in socio-economic analyses, with social concern for the poor and "political liberation for oppressed peoples" and addresses other forms of perceived inequality.
The Christian left is a range of Christian political and social movements that largely embrace social justice principles and uphold a social doctrine or social gospel based on their interpretation of the teachings of Christianity. Given the inherent diversity in international political thought, the term Christian left can have different meanings and applications in different countries. While there is much overlap, the Christian left is distinct from liberal Christianity, meaning not all Christian leftists are liberal Christians and vice versa.
Rerum novarum, or Rights and Duties of Capital and Labor, is an encyclical issued by Pope Leo XIII on 15 May 1891. It is an open letter, passed to all Catholic patriarchs, primates, archbishops and bishops, that addressed the condition of the working classes.
Catholic social teaching (CST) is an area of Catholic doctrine which is concerned with human dignity and the common good in society. It addresses oppression, the role of the state, subsidiarity, social organization, social justice, and wealth distribution. CST's foundations are considered to have been laid by Pope Leo XIII's 1891 encyclical, Rerum novarum, which advocated distributism. Its roots can be traced to Catholic theologians such as Thomas Aquinas and Augustine of Hippo. CST is also derived from the Bible and cultures of the ancient Near East.
Gustavo Gutiérrez-Merino Díaz was a Peruvian philosopher, Catholic theologian and Dominican priest who was one of the founders of liberation theology in Latin America. His 1971 book A Theology of Liberation is considered pivotal to the formation of liberation theology. He held the John Cardinal O'Hara Professorship of Theology at the University of Notre Dame and was a visiting professor at universities in North America and Europe.
Samuel Ruiz García was a Mexican Catholic prelate who served as bishop of the Diocese of San Cristóbal de las Casas, Chiapas, from 1959 until 1999. Ruiz is best known for his role as mediator during the conflict between the Zapatista Army of National Liberation (EZLN) and the Institutional Revolutionary Party (PRI), a Mexican political party which had held power for over seventy years, and whose policies were often disadvantageous to the indigenous populations of Chiapas. Inspired by Liberation Theology, which swept through the Catholic Church in Latin America after the 1960s, Ruiz's diocese helped some hundreds of thousands of indigenous Maya people in Chiapas who were among Mexico's poorest marginalized communities.
The theology of Pope Benedict XVI, as promulgated during his pontificate, consists mainly of three encyclical letters on love (2005), hope (2007), and "charity in truth" (2009), as well as apostolic documents and various speeches and interviews. Pope Benedict XVI's theology underwent developments over the years, many of which were characterized by his leadership position in the Congregation for the Doctrine of the Faith, which is entrusted with preserving the Catholic faith in its entirety.
The Latin American and Caribbean Episcopal Council, better known as CELAM, is a council of the Catholic bishops in Latin America, created in 1955 in Rio de Janeiro, Brazil. It is based in Bogotá, Colombia.
Juan Luis Segundo was a Jesuit priest and Uruguayan theologian who was an important figure in the movement known as Latin American liberation theology. He wrote numerous books on theology, ideology, faith, hermeneutics, and social justice, and was an outspoken critic of what he perceived as Church callousness toward oppression and suffering. He was a physician by training.
The Second Episcopal Conference of Latin America was a bishops' conference held in 1968 in Medellín, Colombia, as a follow-up to the Second Vatican Council which it adapted in a creative way to the Latin American context. It took as the theme for its 16 documents “The Church in the Present Transformation of Latin America in the Light of the Council", with a focus on the poor and oppressed in society. It recognized that “the social situation demands an efficacious presence of the Church that goes beyond the promotion of personal holiness by preaching and the sacraments.” The bishops agreed that the church should take "a preferential option for the poor" and gave their approval to Christian "base communities" in which the poor might learn to read by reading the Bible. The goal of the bishops was to liberate the people from the "institutionalized violence" of poverty. They maintained that poverty and hunger were preventable.
Paulo Evaristo Arns OFM was a Brazilian prelate of the Catholic Church, who was made a cardinal and the Archbishop of São Paulo by Pope Paul VI, and later became cardinal protopriest. His ministry began with a twenty-year academic career, but when charged with responsibility for the Sao Paulo Archdiocese he proved a relentless opponent of Brazil's military dictatorship and its use of torture as well as an advocate for the poor and a vocal defender of liberation theology. In his later years he openly criticized the way Pope John Paul II governed the Catholic Church through the Roman Curia and questioned his teaching on priestly celibacy and other issues.
Jon Sobrino is a Spanish Jesuit Catholic priest and theologian, known mostly for his contributions to Latin American liberation theology. He received worldwide attention in 2007 when the Vatican's Congregation for the Doctrine of the Faith issued a notification for what they termed doctrines that are "erroneous or dangerous and may cause harm to the faithful."
Gerhard Albert Baum, better known as Gregory Baum, was a German-born Canadian priest and theologian in the Catholic Church. He became known in North America and Europe in the 1960s for his work on ecumenism, interfaith dialogue, and the relationship between the Catholic Church and Jews. In the later 1960s, he went to the New School for Social Theory in New York and became a sociologist, which led to his work on creating a dialogue between classical sociology and Christian theology.
An ecclesial base community is a relatively autonomous Christian religious group that operates according to a particular model of community, worship, and Bible study. The 1968 Medellín, Colombia, meeting of Latin American Council of Bishops played a major role in popularizing them under the name basic ecclesial communities. These are small groups, originating in the Catholic Church in Latin America, who meet to reflect upon scripture and apply its lessons to their situation.
Joseph Ratzinger (1927–2022) was named by Pope John Paul II on 25 November 1981 as prefect of the Congregation for the Doctrine of the Faith (CDF) formerly known as the Holy Office and, especially around the 16th century, as the Roman Inquisition.
José Ivo Lorscheiter was a Brazilian prelate of the Catholic Church. He was a bishop from 1965 to his retirement in 2004. He was a leading proponent of liberation theology and denounced abuses of human rights by the military regime that controlled Brazil in the anos de chumbo from 1964 to 1985.
Gerhard Ludwig Müller is a German Catholic prelate who served as the Cardinal-Prefect of the Congregation for the Doctrine of the Faith from his appointment by Pope Benedict XVI in 2012 until 2017. Pope Francis elevated him to the rank of cardinal in 2014.
Clodovis Boff is a Brazilian Catholic theologian, philosopher, writer and professor.
Latin American liberation theology is a synthesis of Christian theology and Marxian socio-economic analyses, that emphasizes "social concern for the poor and political liberation for oppressed peoples". Beginning in the 1960s after the Second Vatican Council, liberation theology became the political praxis of Latin American theologians such as Gustavo Gutiérrez, Leonardo Boff, and Jesuits Juan Luis Segundo and Jon Sobrino, who popularized the phrase "preferential option for the poor". It arose principally as a moral reaction to the poverty and social injustice in the region, which Cepal deemed the most unequal in the world.
The relationship between Catholicism and socialism has been debated by various experts and theologians over the years. While some argue for the incompatibility of the two, movements like liberation theology argue for the compatibility of them, and forms like Latin American Liberation Theology have synthesized Christian theology with Marxian socio-economic analysis.