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Showing posts with label Charity. Show all posts
Showing posts with label Charity. Show all posts

Sunday, 28 July 2024

481) Religion and (or) Social Justice: A Jewish Perspective

Loius Rabinowitz (1906-1984): Chief Rabbi of the United Hebrew Congregation of Johannesburg and the Federation of Synagogues of Transvaal and the Orange Free State


 A conference presentation:

Abstract

This paper suggests possible approaches to religion and social justice and social cohesion. It adopts a dialectical rather than a didactical methodology and examines tensions between insular religion and social outreach towards the ‘other.’ This outreach would include the marginalised classes and different factions within one’s own religion, as well as the ‘other’ who is not of the same religion. Regarding outreach towards the 'other' of another religion, this writer makes two pragmatic assumptions: 1) all religions can act either as incubators for cross-cultural and inter-religious coexistence (without fear of assimilation), or as promotors of exclusionism; and 2) the theological seeds nurturing both these outcomes lie dormant inside every religion. At some stage, therefore, a choice has to be made either to reach 'in' or to reach 'out.' To illustrate the vast spectrum of theological choices available within Judaism, I have tried to locate two polar opposite data points. I searched for the most fundamentalist, extreme and exclusionist statement about the ‘other’ that I could find within Jewish teachings − and then contrasted that with the most radical inclusive teaching that I was able to locate. I intentionally searched for the two most daring, disturbing and extreme ends of the spectrum. What emerged was a sufficient range of surprisingly flexible material between those two extremes to allow either for a choice of religion exclusive of social justice or inclusive of social justice and outreach to the 'other.' I suggest that all religions have similar spectrums, and that recognition and acknowledgement of these spectrums - and the subsequent awareness by the different faith groups of the available legitimate theological choices within their religions - could assist in religious tolerance and peaceful coexistence.

A       Introduction

No discussion on Jews and social justice, or anything else for that matter, can ever be considered a conclusive conversation. Jews today broadly range from somewhere between ultra-Orthodox, Orthodox, Modern Orthodox, Religious Zionists, Anti-Zionists, Chassidim, Mitnagdim, Sefaradim, Ashkenazim, Yemenites, Conservative, Reform, Reconstructionists, Atheists and Jews who operate outside any of these designated structures. Even in the golden age of Talmudic Judaism, on just about every single issue, there was more focus on discussion and debate than on consensus. This makes it extremely difficult, if not impossible, to formulate the official ‘Jewish perspective’ on anything. Hence the subtitle of this article, ‘A’ Jewish Perspective. This article is written from the perspective of an Orthodox rabbi.

No discussion on Jews and social justice should omit the glaring reality that, as a noticeable rule, the further removed the group is from the right of the religious spectrum, the more it tends to be active in matters of social justice.

“There are a large number of non-religious Jewish organizations engaged in philanthropic, political and social action that have…taken stands on contemporary issues” (Biale 1989:70).

There are exceptions and things are changing and we see this, particularly in the allied field of first responders, for example, which has significantly drawn from the right of the religious spectrum. 

B       Rabbis and social justice

From a South African perspective, great strides were made under the previous Chief Rabbi Cyril Harris in the area of social justice as the country moved away from the period of apartheid. I had the privilege of working with him on many of his outreach projects and acted as his emissary on a number of occasions.

Cyril Harris wasn’t the first orthodox rabbi to do so. Going back to the 1950s Chief Rabbi Louis I. Rabinowitz had also been a great advocate of social justice. He wrote:

“The Jew, rendered fearful by the sense of insecurity, which comes from being a vulnerable minority in all countries, has been afraid boldly to proclaim that such and such an act is contrary to the ethical principles of his faith. The layman … rejects the implications of these [classical Jewish] teachings, and accuses the rabbi of indulging in ‘politics’ and/or expressing thoughts which may not be palatable to the government in power. I am sure that the reader will be wryly amused to hear that a member of my congregation wrote a letter to the Council asking them to forbid me from speaking on the native question, but to confine myself to Jewish ethics” (Louis Rabinowitz 1955:198).

The first rabbinic position I served in, around the 1990’s, was in a large community synagogue where I was quite vocal about social injustice. The board asked me to rather just speak about Pirkei Avot, a basic work on Jewish ethics. 

C       Forthrightness as a point of departure

It is easy to be an ambassador of any religion. Each religion has its store of salient and attractive gems of universalistic teachings that convey peace, tolerance and harmony. What we don’t hear about until a deeper and concerted enquiry into the core classical texts is undertaken are those primary sources that remain hidden within the pages of the old tomes which present a somewhat different or nuanced perspective towards the rest of humanity.

Judaism is no different. It has its share of statements concerning the ‘other’ that would shock most modern minds, including Jews themselves. Take the second-century sage of the Roman Judaea period, R. Shimon bar Yochai. If you google him, you will find an abundance of wonderful sayings associating him with joy and celebrating him with dancing and bonfires. But he was the same person who bluntly claimed that even the best of the non-Jews should be killed![1] Now, if one would stop at this point, it would paint a rather dangerous and negative picture of Judaism, limiting the scope (let alone possibility) of Jews engaging with Gentiles.

On the other hand, we find very different teachings emerging from Shmuel Yarchina’a,[2] the head of the Talmudic academy of Nehardea in Babylonia, and known for a softer approach to Halacha (Jewish law).[3] He certainly did not promote killing anyone, even allegorically. He taught that a Jew was not allowed to deceive anyone, be they Jew or Gentile,[4] and that  Before the throne of the Creator, there is no difference between Jews and non-Jews.”[5]

Working with these two sample texts representing very different approaches to the ‘other,’ it is tempting to try and reconcile them. One could say that R. Shimon bar Yochai, living in Roman Judaea, who had witnessed the Romans torture and execute his teacher, R. Akiva, was filled with bitterness and resentment towards the Romans. So much so that he uttered his disturbing statement at a time of great anguish. This is in contrast to Shmuel Yarchina’a who lived in Babylonia where Jews had lived (and would continue to live for almost a thousand years) in peaceful coexistence with Babylonians who were not viewed as the enemy.

This study does not seek to reconcile such expressions but adopts a more forthright and less apologetic methodology. It certainly is possible to reconcile R. Shimon bar Yochai and Shmuel Yarchina’a, and considering the historical context, that may be an appropriate response. However, there are many other textual examples one might bring that express similar ethical contrasts where the historical contexts are identical. I, therefore, propose that the point of departure should be a forthright acknowledgement and admission that theological and religious texts, by their very nature and within the same religion, are often in tension with each other. Being cognisant of these tensions does not mean one is disloyal to one’s religion. Rather it is an indication that sufficient religious texts have been fairly consulted and that the student is subsequently in a greater position of strength and truth. 

D       Recognising a theological evolution of ideas

No matter how rooted a religious teaching may be in its classical texts, there is often evidence of an evolutionary process and some development of ideas. In Judaism, there are various rabbinic eras spanning the last two thousand years, including the periods of the Tannaim (10-210CE), Amoraim (210-500), Savoraim (500-650), Gaonim (650-1038), Rishonim (1038-1500) and Acharonim (1500-present). Each period was built upon the foundations laid out by the previous age, but the transmission was never static.

In the field of what today is referred to as social justice, we notice a distinct trend away from exclusiveness towards inclusiveness. This does not mean that the trend is reflected in practice by all the adherents, but at least it is visible in the textual strata developing over the different periods. There is no doubt, however, that the earlier texts often displayed a more open aversion towards the ‘other.’

“Much of the anti-gentile sentiment and legislation in rabbinic Judaism was influenced by the Bible’s aversion to idolatry” (Schwarz n.d.: 24).

The Torah tells of Abraham’s rejection of the idolatrous ways of his family and his culture, and idolatry is identified as a major concern during the biblical period. Later, during the Talmudic times (which comprised the Tannaic and Amoraic periods), biblical idolatry was equated to incest and murder and all three became cardinal sins for which Jews must lay down their lives if these three sins could not be avoided.

The problem with this equivalence was that all non-Jews (except Muslims) became associated with idolatry, no matter what their religion was. And because the injunction against idolatry was so severe, rabbinic teachings began to emerge equating the practice of idolatry to the denial of the entire Torah.[6] Some Jews, therefore, felt it incumbent upon themselves to treat non-Jews with less dignity. As a result, we find rulings permitting Jews to keep lost items of Gentiles without having to return them.[7]

“Yet by the middle ages, prominent rabbis issued decisive rulings to correct any impression given by earlier rulings that gentiles could be treated unfairly” (Schwarz nd.:24).

Around this time, R. Menachem Meiri (1249-1316), under the influence of the rationalist thinker R. Moses Maimonides (1138-1204), espouses probably the most radically liberal view on Christianity and Islam that is to be found in all of rabbinic literature.  He posits that the notion of idolatry has absolutely disappeared from society (barring what he refers to as some fringes or ‘extremities’ of civilisation). Idolatry, in his view, has essentially become extinct and replaced by more developed religions. 

“As such, long standing restrictions on commerce and social relations between Jews and gentiles were eliminated” (Schwarz n.d.:25).

This was a watershed moment for Jews and social justice but for some, it was too much and theories abounded that Jesuits had corrupted the Meiri texts to make them favourable towards Christianity. In any event, the Meiri texts somehow got ‘lost’ to history and some were allegedly only discovered a century or so ago. Because of the disappearance of the Meiri texts from the continuous line of the mainstream body of Jewish religious texts (known as the Mesorah), many rabbis were reluctant to rely on the ‘newly discovered’ texts especially since they contained such radically progressive ideas about other religions. R. Haym Soloveitchik, however, shows that many of R. Meiri’s ideas were indeed available and not ‘lost’:

“Rather, Meiri’s works had previously fallen stillborn from the press. Sensing its alien character, most scholars simply ignored them...” (Soloveitchik 1994:120-1).

Accordingly, many of R. Meiri’s writings had always existed but were ‘ignored’ because of their ‘alien character’![8] This illustrates just how difficult it sometimes is to integrate concepts of social justice into traditional religious systems, and how easy it is to ‘lose’ attempts at social change when they do emerge.

Historically, Jews had often been marginalised by the cultures and societies in which they found themselves, but by the 19th century, European Jews were (temporarily) treated more fairly. In Germany, R. Shimshon Rafael Hirsch, a leader of neo-Orthodoxy, taught that Jews needed to conduct themselves with exemplary social awareness. He taught that Jews treating non-Jews unjustly was worse than Jews treating Jews unjustly because the reputation of the entire nation was at stake (Schwarz n.d.:25).

We have seen that although some earlier Talmudic texts were rooted in the biblical notion of Gentiles being equated to idolaters, there was a subsequent evolution of theological thought by rabbis like Maimonides, Meiri, Hirsch and others towards social justice often in the face of persecution and pogroms.

“The differences between social justice in the Hebrew Bible and social justice in rabbinic literature are the result of innumerable changes that Judaism underwent in the intervening centuries (Novick 2019:546).

Nevertheless, many of these more socially aware rabbis were marginalised and said to not represent the essence of Judaic thought but still, a process and evolution had begun. 

E       The two mandates of justice and holiness

Two paradoxical mandates appear to emerge from the Torah. Abraham is told to perform “justice and righteousness,”[9] while Moses is told that his people are to be a “kingdom of priests and a holy nation.[10] Justice has a wider social connotation while holiness relates to an internal religious structure. These two mandates have always been in tension with each other as it is difficult to strike a balance and create harmony between these ‘inside’ and ‘outside’ manifestations. Furthermore, “This paradox is common to virtually all religions (Schwarz n.d.:18). Religions probably face their greatest challenge in how they acknowledge this paradox and deal with it to try to resolve these innate tensions. 

F       How much power and aid to give to the poor

Another difficult question that religion needs to grapple with is its relationship to the poor (let alone the question of which poor – ‘our’ poor or ‘their’ poor?). This poor class is also often considered an 'other.' How does religion accurately define a ‘poor’ class of people, and how does it suggest that we treat them without humiliating them?

One notices that the rabbinic view was certainly to encourage charity (tzedaka) but it had no programme to try to alleviate poverty:

“[T]he numerous measures for support of the poor in rabbinic literature, and the institution of charity in particular, reflect a conservative rather than a transformative impulse. That is, they aim to maintain the poor, not to eliminate poverty” (Novick 2019:543).

For this reason, we see that the biblical injunction requires a poor person to be given “enough [to meet] what he lacks.”[11] This is interpreted by the classical rabbis as not to remove poverty from poor individuals but simply to sustain them. On the other hand, individuals who had wealth but lost it are required to receive more lavish assistance according to the standards they were used to. This implies that the rabbis were more concerned with maintaining the boundaries of society rather than trying to perfect society:

“[N]o attempt was made to eliminate poverty as such or to share political power with the poor…law and tradition sought to control and limit the most glaring inequities of this reality, but they did not prescribe systemic transformations” (Biale 1989:68).

The same idea is expressed in the Babylonian Talmud which interprets the biblical verse “There shall be no needy among you[12] not to suggest a utopian ideal society where there is no longer poverty but more pragmatically as a cautioning against giving away too much of one’s wealth to the poor, thereby rendering oneself poor in the process (Novick 2019:543). Thus, the classical rabbinic world sought to maintain a functioning and just society without attempting to create an ideal utopia by alleviating poverty. 

G       Rabbinic views on redistribution of wealth

Modern societies debate the question of whether to construct their contemporary systems of social welfare based on kind-hearted charity or legal justice. In other words, is welfare a right or a privilege? From a rabbinic perspective, there is no debate because the Hebrew word for charity (tzedakah) is by definition related to tzedek, which means justice.

“Assistance to the poor is not a discretionary matter; it is obligatory and falls in the realm of justice” (Biale 1989:68).

The Talmud teaches that:

“Even a poor person who is sustained from charity must also perform charity” (Babylonian Talmud, Gitin 7b).

Maimonides describes charity not so much as an act of kindness but as the repayment of a debt to society, almost as an obligatory Jewish tax. He may have been reflecting the view expressed in the Talmud which describes a poor man who insisted that he would only eat fattened fowl and aged wine. When he was challenged for his audacity and nerve for being a burden on the community, he simply responded "Do I eat what is theirs? I eat what is God's."[13] In a sense, charity (tzedaka) is a form of ‘voluntary’ (although it does carry a religious obligation), non-threatening and non-violent economic ‘redistribution’ of ‘universal’ wealth, without passing through the tendentious minefields of social politics:

“it is…a form of redistribution of the wealth that is originally God's” (Biale 1989:68).

Rabbinic charity may have been a form of redistribution of wealth but, as mentioned, it never proposed a plan to alleviate poverty entirely. It did, however, establish well-formulated and structured societal mechanisms to mediate poverty. While accepting that poverty may always remain part of the human condition, rabbinic Judaism taught that the highest form of charity was not a monetary donation but:

“a loan, or the forming of a partnership with the poor person for the transaction of some business enterprise, or assistance in obtaining some employment, so that the poor will not be forced to seek charity from his fellows." (Moses Maimonides, Mishneh Torah, Matanot Aniyin 10: 7).

Biale (1989:68) explains that for centuries, one of the “central activities” of Jewish communities was philanthropy. Anyone who had lived in a community for more than thirty days had to contribute to the community fund. Those who refused to contribute could have their property expropriated by the Jewish courts. The communal structures discouraged public begging and created what in essence was an official poor stratum of society by requiring the poor to register as recipients of communal funding. This way the poor were subtlety designated as an 'other' within the larger group. 

H     Full circle

Let us get back to the 'other' from another religion. We began this study with a radical Talmudic statement from the second-century R. Shimon bar Yochai that even the best of the non-Jews should be killed. We shall conclude with an equally radical statement, this time taken from the early and yet-to-be-censored versions of the mystical work known as the Zohar.

Yehuda Liebes’ research has drawn attention to a little-known statement that has been censored from the Zohar and only found in earlier manuscripts. It deals with the Torah’s unusual description of Moses’ burial (presumably by God) and his burial place, the location of which no one knows “until this day.”[14] Liebes (2016:613) points out that the text states that Moses was buried together with Jesus and Mohammad (שקבורת משה היא עים ישו ומוחמד).[15] However one understands this Zoharic conceptualisation, the fact remains that a text exists portraying the three leaders of the Abrahamic faiths being buried together which represents some form of inclusivity and coexistence. 

I       Conclusion

We have now come full circle. We have located the two radical texts at opposite and extreme ends of the spectrum. The first advocates the annihilation of the ‘other’ while the second describes the ‘others’ in a state of rest with each ‘other.’ We have thus identified the scope and range of the blank canvas we have, to choose either a theology of inclusivity or exclusivity. We are not compelled or restricted one way or the other.

This study has used the contemporary, politicised and loaded term ‘social justice,’ loosely, to describe all and any attempts at religious coexistence, without in any way calling for assimilation, or compromise of any religion’s core traditions, principles and values. It has used Judaism as an exemplar − but all religions have similar spectrums − and it argues that it is not the religion but the religious individual who must choose which of the existing seeds, within that vast and diverse theological spectrum, to sow and nurture.

This writer encourages other religious leaders to locate and make known similar spectrums found within their respective theologies, to emphasise that the choice is not limited to religion or social justice it can include religion and social justice. Faithfulness to religion can sometimes demand faithlessness to humankind if that is what the faithful are seeking. It can also demand faithfulness to humanity. It depends on the choices made from within the spectrum. 


Bibliography

Biale, D., 1989, ‘Jewish Statements on Economic Justice’, A Cry For Justice: The Churches and Synagogues Speak. Edited by Robert McAfee Brown and Sydney Thomson Brown, Paulist Press, New York, 64-77.

Haym Soloveitchik, H., 1994, ‘Rapture and Reconstruction: The Transformation of Contemporary Orthodoxy’, Tradition 28, no. 4, 120-121, n. 54.

Liebes, Y., 2016, ‘Todato haAtzmit shel haGaon miVilna viyechiso el haShabtau [The Thought of the Vilna Gaon and his attitude towards Sabbatianism]’ (Hebrew), in Chalamish le Maayano Mayim, Kovetz Mechakrim, 603-622.

Marc Saperstein, M., 2015, ‘“Rabbis, Stay Out of Politics”: Social Justice Preaching and Its Opponents, 1848–2014’, Jewish Culture and History, vol. 16, no. 2, 127-141

Novick, T., 2019, ‘Social Justice in Rabbinic Judaism’, Oxford Handbook of Biblical Law.

Rabinowitz, L.I., 1955, Sparks from the Anvil: Sermons for Sabbaths, Holy Days, and Festivals, Bloch Publishing, New York, 198.



[1] Jerusalem Talmud, Kidushin 66b.

[2] Shmuel was called Yarchina’a because he was an expert astronomer and specialised in calculations of the new moon (yareach).

[3] Shmuel was known to be lenient in his interpretation of the Law for others but was stricter in his interpretation for himself (Babylonian Talmud, Moed Katan 24a,26b). He permitted a fire to be kindled on the Sabbath for a woman in childbirth or for someone who was ill (Babylonian Talmud, Eruvin 79b). 

[4] Babylonian Talmud, Chulin 94a.

[5] Jerusalem Talmud, Rosh HaShanah 57a. 

[6] Sifre Deuteronomy 54.

[7] Babylonian Talmud, Baba Kama 38a. 

[8] Other scholars reiterate the notion that some Meiri texts always existed, but offer a different explanation for their obscurity. They suggest that the reason why they were not often published was simply ‘on account of their exceptional length’ (Virtual Judaica, Hiddushei ha-rav ha-Meiri).

[9] Genesis 18:19.

[10] Exodus 19:6.

[11] Deuteronomy 15:8.

[12] Deuteronomy 15:4.

[13] Babylonian Talmud, Ketuvot 67b. 

[14] Deuteronomy 34:6

[15] According to Raya Mehemna:

דאתמר בי, (ישעיה נג ט) ויתן את רשעים קברו, בתר דקבורה דא בגין אבא ואימא, דאינון בגלותא עם ישראל, אתקיים בי קרא, ולא יטמא... דהא קודשא בריך הוא ושכינתיה בגלותא, דאיהי קבורה לון, ואנא קבור בינייהו

Compare this to Zohar III 126a (Raya Mehemna):

זוהר ח"ג קכו ע"א (רעיא מהימנא): דאתמר עלי (ישעיה נג ט) ויתן את רשעים קברו, ולא אשתמודען בי, ואני חשיב בעינייהו בין ערב רב רשיעייא, ככלב מת דסרח בינייהו

I thank Professor Liebes for sharing these sources with me.

Sunday, 3 January 2016

067) Paying People To Study Torah?

In this article we will trace the development of the halachik attitude towards paying people to study Torah. (What follows is a loose translation and paraphrase of Peninei Halacha.[1])
FIRST PRINCIPLES:

Turning to First Principles, it is absolutely clear that Torah study has to be for the purist of motives without any semblance of financial gain or any other type of reward. One should certainly not use Torah study as a means of sustaining oneself financially, as that would be considered to be a misappropriation of its sanctity.[2]

So, in theory, there is to be no connection whatsoever between Torah study and any form of compensation for it.

This would require the Torah scholar to have to take care of his sustenance himself. The Talmud in fact praises the scholar who works with his own hands so as to sustain himself.[3]

HISTORICAL ADHERENCE TO FIRST PRINCIPLES:

The vast majority of Talmudic sages adhered strictly to these principles. Among them, for example, were Hillel HaZaken who chopped wood, Shimon HaPakoli who made cotton wool, Rabbi Yochanan HaSandlar who sewed sandals, and Rav Pappa who planted trees.

The community did aid these scholars to a degree, by facilitating the purchasing their wares, but not through direct payment to them without some form of legitimate transaction.

NEW DEVELOPMENTS THAT CHANGED THE STATUS QUO:

After the Talmudic period, the body of Torah literature began to expand dramatically in terms of sheer volume of learning material. In Talmudic times the scholarly emphasis was on analytical depth and broad principles whereas in the period of the Rishonim it shifted more to details[4]. And as we moved into the period of the Acharonim this expansion grew even more.

As a result of this great growth of literature, it was no longer possible to become a scholar unless one dedicated the entire day to amassing all this knowledge. This precluded the practicality of a culture of work, and gave rise to an environment where communities had to start supporting their Torah scholars.
During the period of the Rishonim, the vast majority of rabbis continued to sustain themselves by their own means.[5] However, we find that at the end of that period, the ideal of the scholar sustaining himself was rapidly fading, and regarded as a rare ‘gift’ and exceptional ‘midat chasidut’.[6] It was no longer possible for it to be considered the norm.

For this reason, the halachik authorities or Poskim started ruling (against First Principles) that a scholar should now be sustained by the communities, otherwise we would run the risk of losing sufficiently qualified Torah teachers. This type of halachik ruling became even more accentuated in the era of the Acharonim, where they said that even if a scholar (who was actively involved in the dissemination of Torah) had the ability to sustain himself, it would be considered sinful (‘avon hu beyadam’) if they did NOT accept payment from the community.[7]

ANTAGONISTS TO THE NEW RULE:

Even during the era of the Rishonim, there were many who weren’t happy with the way these new trends were developing.

One such outspoken individual was the Rambam who wrote; “Anyone who even thinks of studying Torah without working, and being sustained instead by charity, causes a desecration of G-d’s name...because it is absolutely forbidden to receive compensation for Torah study...And any Torah that is not accompanied by work, will ultimately not be worth anything and will eventually cause a person to steal from others.”[8] 

PROPONENTS TO THE NEW RULE:

Most others, however, were of the opinion that from a strictly halachik position, it was quite within the parameters of the law to pay rabbis as long as it was not a direct remuneration for services rendered, but rather along the lines of an ‘opportunity cost’ (sechar batalah).
This meant that you were compensating for an opportunity the rabbis would be missing, as a result of them studying instead of working.

This reasoning is particularly appropriate today, considering the great demands made by communities that expect the best scholarship from their rabbis who, now more than ever before, have so much more material to study and master.[9]

THE HALACHIK POSITION TODAY:

It is very important to point out that this expediency of paying scholars an ‘opportunity cost’, is ONLY to those who are ‘marbitzei Torah’ - i.e. those who are actively involved not just in the study of Torah but in the DISSEMINATION of Torah teachings.

This would not apply to those who only want to be involved in full time study, without contributing of their knowledge to others.[10] (There is a significant and growing segment of the Torah population today who fall into this category.) These people have no halachik basis to claim communal funding for their endeavours and the onus is on them to work in order to sustain themselves. (!)

As to the category of young yeshivah students, the responsibility is upon the community to provide scholarships to enable them to study. However, once they have obtained a reasonable amount of Torah skills and knowledge, it is forbidden for them to continue relying on such funding. The exceptional students ideally need to go into the rabbinate or learn some profession that will allow them to support themselves, and the others should acquire job skills that will make them employable.

YISACHAR AND ZEVULUN:

According to the Midrash[11] the tribe of Yisachar provided the Jewish people with 200 great courts of law. They were only able to achieve this because of the ‘partnership’ they formed with the tribe of Zevulun, who agreed to engage in trade in order to support their compatriots.

According to many, this formed the basis of a ‘Yissachar and Zevulun’ relationship that persists to this day, where people go out to work in order to support Torah scholars. This entitles the ‘worker partner’ to receive an equal share in the Torah that the ‘scholar partner’ has studied.

An interesting caveat, however, exists in that the ‘investor’ has to have been involved throughout the entire process of the scholar’s learning career.  He cannot simply come along at the end and pay to become a partner.[12]
 
It also needs to be pointed out that in order to become a ‘partner’, the ‘investor’ cannot just donate charity here and there to Torah institutions, but has to take care of the entire financial needs of the scholar he chooses to partner with.

He also has to enter into a formal agreement with the scholar. Some even go so far as to enter into a signed agreement with each other.[13]

OPPOSITION TO A POST BIBLICAL YISACHAR AND ZEVULEN SYSTEM:

In stark contrast to all this is the view of Rav Hai Gaon, who rejects any form of commercialisation of Torah study, even if both partners are sincere, because he maintains that Torah is not a commodity that can be traded with and it cannot be bought or sold.

He is so against this type of thinking and believes it is damaging to the person who mistakenly thinks that the complex system of Torah can be short-circuited by applying businesslike strategies.

CONCLUSION:[14]

Living in an age where Torah institutions and scholars are many and plentiful and in era where the expansion of Torah literature has grown exponentially, it is important not to lose sight of the original ethos that created the very concept of Torah study in the first place.

Today, when there are more people studying Torah than ever before, and while we enjoy the success of flourishing learning institutions, we need to constantly check to ensure that we are still aligned with the spirit of First Principles and not let monetary expediencies cloud that endeavor.


UPDATE:

The following are extracts from contemporary Yisachar and Zevulun documents that may be of interest:

"As is written in the holy sefer Ohr Hachaim, as well as in the Ksav Sofer and other prominent Jewish compositions – the learner does not loose his merit of Torah studying, while the donor receives full reward for the learning."

The truth, however, is that this document omits the many views that suggest that the portion of the scholar is halved and that the 'investor' similarly only receives a halved portion.


Here is an extract from a well marketed campaign to attract more 'investors':

"At Kollel (name removed by this writer), we provide you with the opportunity to enter into a personal Yissaschar - Zevulun partnership with one of our dedicated Torah scholars. His Torah study becomes your personal heavenly advocate. Together, you sign a contract in which the Torah scholar agrees to share the eternal reward of his Torah study in exchange for your financial support. In other words by giving him the opportunity to learn, he will be learning for the two of you. 

It's a win-win situation. You gain in two ways: the spiritual reward of your partner's Torah study in addition to the Almighty's blessing of material success for those who support Torah study."


UPDATE 2016/01/08

Here is another interesting Rambam:

Rambam sharply criticized the notion that Jews must financially help people study Torah: 

"All this is wrong. There is not a single word, either in the Torah or in the sayings of the [Talmudic] sages, to lend credence to it... for as we look into the sayings of the Talmudic sages, we do not find that they ask people for money, nor did they collect money for the honorable and cherished academies." 
[Commentary to Avot 4:5] 



[1] Likkutim 1, p.35  ch. 17; Parnasat Talmidei Chachamim.
[2] Avot 4,5. See commentary of Rambam and Bartenura.
[3] Berachot 8a.
[4] In the earlier generations when scholars were more concerned with depth as opposed to breadth, they welcomed the type of work they did as it had a repetitive and meditative effect on them enabling them to develop their concepts while they were working. This became difficult in later generations when the focus was more on breadth and required a different type of mind skill. Also, one needs to remember that market forces changed drastically as we moved into the modern era, and it became more and more difficult to sustain oneself by the types of jobs (e.g. chopping wood) that were popular and lucrative in earlier times. 
[5] This excludes those rabbis who took positions of communal leadership, who did receive remuneration (if they were not already men of means through their own doing). This was in order to allow such leaders a degree of dignity.
[6] See Beit Yosef and Ramo on Yoreh Deah 246, 21
[7] See Shach on Yoreh Deah 246, 20
[8] Rambam, Hilchot Talmud Torah 3, 10
[9] There are even references going back to Talmudic times where rabbis in positions of leadership and judges were remunerated. See  Ketuvot 105 a
[10] There is one exception to this, namely a philanthropist who of his own volition decides to fund fulltime learning. Such funding would not be considered ‘charity’, as the community has not been pressurised into contributing financially.  This would, however, only be in accordance with the letter of the law but not its spirit.
[11] Bereshit Rabbah 72.
It must be remembered that the source for the Yisachar-Zevulun partnership is from the Midrash and not the Talmud. None of the early halachik authorities including Rif, Rambam and Rosh consider this partnership to be permissible. Rabbenu Yerucham was the first to endorse such an agreement.
It is also of interest to note that according to Shulchan Aruch HaRav, the only time such a partnership would be valid is in a case where the mental capacity of the ‘investor’ is diminished so that he is unable to study for himself.
[12] This is what Shavna, Hillel’s brother tried in vain to do in order to acquire a half share in Hillel’s learning. He did not help his brother during the years Hillel battled poverty while trying to learn Torah.
[13] There is also much debate as to whether or not the reward of the scholar is halved as a result of the partnership. According to the Netziv, his ‘Torah share’ is actually halved - and according to Rabbi Chaim of Volozhin this mesiras nefesh (dedication) is the price he pays for the honour of full time study. However, according to Chida both partners receive an equal share, as Torah is like the flame of a candle which does not get reduced as it passes from one to another.
[14] These parting thoughts are my own and no longer a paraphrase of Peninei Halacha.