To say that fiscal policy is not my forte is—let’s put it nicely— an understatement. (In fact, I chose this graph because it was so pretty.) But there is an important personalist point to be made about it anyway, and maybe I can express it in a way that other liberal-arts types can understand.
Many labor under a perceived conflict between taking seriously the Church’s concern for the poor, on the one hand, and treasuring the rights of the individual, including the taxpayer and entrepreneur, on the other. The “social justice Catholics” object to neglecting the poor in the name of the economic freedoms of people who could help them. Small-government advocates object to a state that curtails their liberties and confiscates their hard-earned income to fund bureaucracies to help the poor. So should we choose up sides, with the dignity of the poor pitted against the rights of the taxpayer?
But there’s a much deeper point at issue. Here’s a quote from the no-longer-little-known Cardinal Jorge Mario Bergoglio:
We cannot truly respond to the challenge of eradicating poverty and exclusion if the poor remain objects targeted by the paternalistic and interventionist action of the state and other organizations and not subjects, where state and society generate the social conditions that promote and safeguard their rights and enable them to be builders of their own destiny.
There you have it: combatting poverty and exclusion without forfeiting the “building of one’s own destiny.” The “paternalistic and interventionist” state accomplishes neither.
The trouble with being paternalistic and interventionist—in the extreme case, totalitarian—is that even if it’s well intentioned (which is debatable) and even if it produces good effects (as it sometimes does) it’s not approaching us as persons.
Even if we’re recipients of its “beneficence”—whether by accepting taxpayer-funded highways
or tuition assistance, or food stamps—that’s not the point. It’s not whether immigrants, or poor people, or students, should be objects of the largesse of a condescending and intrusive institution. The pertinent question is not whether it selects you or someone else to receive its benefits or penalties, but whether it gives you room to freely develop your personhood, as a subject, making choices that have moral and economic consequences.
This is no brief for anarchy or even libertarianism. The state has a role to play. It can nourish structures that allow the person to flourish as a subject. It can make sure there’s a safety net, too
(though it doesn’t help to arrange the system so that the federal safety net is the default option for everybody except a few politicians). But that doesn’t mean the government ought to usurp the person’s authority, replacing his own decision-making center.
Our “dialogue” should not degenerate into a contest between those who want the poor to get help and those who think that their poverty is proof enough that they don’t deserve it. Nobody should have to pick sides between thinking the state should care for the poor and thinking the poor shouldn’t get care.
This is not a theoretical problem. What some call “conservatism” has become a simplistic battle between “makers” and “takers,” with the former keeping a firm grip on their wallets and fending off the latter, whether those be individuals or whole countries.
For a worldview worth taking more seriously, here’s Cardinal Bergoglio quoting Bl. John Paul:
In the encyclical Centesimus annus, John Paul II warned of the need to "abandon a mentality in which the underprivileged--people and nations--are considered a burden, or annoying inconveniences eager to consume what others have produced." "The poor,” he writes, “demand the right to share in the joy of material goods and to make fruitful their capacity for work, thus creating a more just and prosperous world for all."
Maybe this could be the real common ground: if we stop focusing on whether or not the beneficiaries of government (i.e., taxpayer-funded) largesse are worthy of it, and start focusing on insisting that everyone be treated as a subject, not an object.
This is not a new argument. People talk about the nanny state, but it’s not so much that a “paternalistic and interventionist” government treats us like children—developing persons who need help in learning to use their own freedom, judgment, and subjectivity. Rather, it treats us like inanimate objects. A good nanny develops her charges’ ability to take initiative; she doesn’t just tyrannically make all their decisions for them, preparing them to be children forever.
Now, in the spirit of Pope Francis, a very practical man, we should ask: What would a country look like that treated its people as subjects, not objects? How would that translate into fiscal policy and budget decisions? I welcome comments from people with more expertise (or anybody else with an interest in the conversation).