A Theology of Liberation is one of the foundational texts in Latin American liberation theology whose influence on liberation theologies more broadly has been immense. Influenced by the revolutionary witness of Catholic communities across Latin America, the Second Vatican Council, and the Medellin Conference of 1968, Gustavo Gutierrez, a Peruvian Dominican priest, offers here one of the first systemic treatments of the aims, presuppositions, and core concepts of liberation theology.
Gutierrez is influenced by Marxist philosophy in many respects, one of which is crucial to his entire project. For Gutierrez, like Marx, theory is consequent to forms of human action from which arise concepts or ideas, which seek in turn to make sense of that action and inspire further praxis. This basic observation influences how Gutierrez understands theology: while he affirms the classical conceptions of theology as a form of spiritual wisdom (as the Church Fathers would have it) and as rational knowledge (as the medieval scholastics would have it), theology is also, and more importantly in historical situations of unjust oppression, critical reflection on human action in society and the Church in view of the Word of God. As such, theology presupposes and examines “the lived faith that finds expression in prayer and commitment” (xxxiv) and, more specifically for Gutierrez, “the experiences of men and women committed to the process of liberation” in Latin America (xiii). Human experience and action, then, is fundamental, and the critical reflection of theology “follows [this experience]; it is the second step.” As Gutierrez explains further, “the pastoral activity of the Church does not flow as a conclusion from theological premises. Theology does not produce pastoral activity; rather it reflects upon it” (9). Theology therefore resembles a kind of a critical theory worked out in view of the Word of God accepted in faith that manifests in historical praxis.
If theology is a kind of critical theory, then, Gutierrez insists, theology must serve a prophetic function. As prophetic, theology interprets historical events to reveal and proclaim what they mean in view of the Word of God. That is, theology participates in “a political hermeneutics of the Gospel” to discern when and where unjust systems of oppression oppose the Kingdom of God. Theologians should, like the Hebrew prophets, vocally criticize this injustice and, by their work, empower nations, social classes, and peoples who seek to liberate themselves from domination by other nations, classes, and peoples. This prophetic function of theology means that theology is necessarily and inextricably tied to specific historical processes and social contexts, from which theology receives its data and to which it critically speaks. A Theology of Liberation therefore focuses on the Latin American perspective, even if Gutierrez also hopes “to contribute to the life and reflection of the universal Christian community.” For Gutierrez, theology can be both particular and universal; its attention to historical and social particularity does not condemn it to parochialism or provincialism (10-11). What is more, theology understood in this way combines “a freshness or newness that derives from attention to the historical vicissitudes of our peoples” and a “continuity that leads it to sink its roots deep in scripture, tradition, and the magisterium” (xliv). Gutierrez fully understands his project as situated within the tradition of the Catholic Church and, consequently, frequently cites papal encyclicals, conciliar documents, and several of the most prominent twentieth-century Catholic theologians. At the same time, A Theology of Liberation transcends the predominantly North Atlantic perspective of these theologians and radicalizes the propositions of the Second Vatican Council.
With this definition of theology in hand, Gutierrez turns to examine a set of interrelated problems for the Latin American context. The first is the practical political problem of material poverty that so many Latin Americans find themselves in, the consequence of a neocolonial situation of dependence on wealthier nations that systematically exploit Latin American nations. Gutierrez repeatedly stresses that the underdevelopment of poor countries is not a mere accident, but the by-product of the capitalist development of other countries. In view of this systematic exploitation, reformist policies are not, he claims, sufficient. Gutierrez severely critiques what he pejoratively calls “developmentalism,” which refers to a set of reformist socioeconomic policies that have not only failed, but have also preserved the unjust political and economic order on which the oppression of Latin American countries is based. This is, of course, no coincidence, since wealthy North Atlantic nations promoted these developmental policies in the first place, policies which merely reinforce their superior political and economic status. Concomitant with this situation of oppression is a second, theological problem. Poverty, Gutierrez acutely states, “means death.” It “destroys peoples, families, and individuals” as the product of “institutionalized violence” (xxi). As such, material poverty is contrary to the will of God whose salvific love redeems us from death and promises new life. It can be neither idealized nor justified from a Christian perspective (171). Yet if this is the case, then “how is it possible to tell the poor, who are forced to live in conditions that embody a denial of love, that God loves them?” (xxxiv). Theology must be able to answer this question.
Gutierrez proposes a theology of liberation in response to both these interrelated problems. Most basically, liberation refers to freedom from unjust oppression and the creation of a just society in which there is “complete communion” between humans and between humans and God (104). In effect, liberation leads to what Josiah Royce—and later, Martin Luther King, Jr.—called the “beloved community.” More specifically, Gutierrez understands liberation at three, interrelated levels: first, there is a political or socioeconomic liberation “from social situations of oppression and marginalization that force many . . . to live in conditions contrary to God’s will for their life.” Second, there is liberation qua “personal transformation by which we live with profound inner freedom in the face of every kind of servitude.” Finally, there is liberation from sin, understood as a breach of friendship with God and other human persons, which “cannot be eradicated except by the unmerited redemptive love of the Lord whom we receive by faith and in communion with one another” (xxxviii). Because social injustice is the product of sin, liberation from sin is the most fundamental form of liberation that each of the two other levels presupposes.
For Gutierrez, the idea of liberation also corrects for the deficiencies of developmentalism. First and foremost, it more accurately “expresses the aspirations of oppressed peoples and social classes” and more appropriately emphasizes the “conflictual aspect of the economic, social, and political process which puts them at odds with wealthy nations and oppressive classes” (24). By the same token, whereas developmentalism promotes a top-down approach, liberation denotes the need for and desire of the oppressed to participate in their own emancipation from oppression. Third, unlike developmentalism, liberation demands the systemic transformation of unjust structures rather than superficial policies that maintain the status quo. And fourth, liberation is more appropriate theologically: it reflects the salvific action of God in human history as described in the Bible that culminates in the incarnation, crucifixion, and resurrection of Christ. As Gutierrez writes, “Christ the Savior liberates from sin, which is the ultimate root of all disruption of friendship and of all injustice and oppression. Christ makes humankind truly free” (25, my emphasis).
Gutierrez advocates that the Church should promote liberation understood at these three levels. Yet to defend this kind of pastoral activity, he must reassess how the Church understands its mission in the world, a perennial question even more frequently debated in the wake of the Second Vatican Council. Gutierrez takes aim at what he calls the distinction of planes theory, which, with recourse to basic natural law ideas, posits a relatively autonomous realm for the temporal sphere with its own norms and principles as differentiated, if not entirely separated from the spiritual realm of the Church. There are several virtues to this theory, not the least of which is that it more or less corresponds with certain liberal notions about the separation of church and state. On this picture, the Church “has two missions: evangelization and the inspiration of the temporal sphere. . . . The planes are thus clearly differentiated. The Kingdom of God provides the unity; the Church and the world, each in its own way, contribute to its edification” (37). The problem with this theory, Gutierrez explains, is that it can practically function as an ideology that validates an oppressive status quo by way of a sharp distinction between the natural and the supernatural. Put differently, the distinction of planes theory implies that the Church is more directly concerned with the heavenly reward of the faithful than their temporal oppression and material poverty, and hence withholds prophetic denunciation of social injustice.
At the heart of the problem with the distinction of planes theory is the presupposition that salvation is confined to the supernatural realm. Yet salvation, Gutierrez insists, is not otherworldly, with respect to which “the present life is merely a test.” Salvation refers to the communion of human persons with God and one another and, as such, “embraces all human reality, transforms it, and leads it to its fullness in Christ” (85). At the same time, sin is not merely “an individual, private, or . . . interior reality” which necessitates an otherworldly “spiritual” redemption unconcerned with temporal existence, but “a social, historical fact, the absence of fellowship and love in relationships” between humans and between humans and God. It manifests “in oppressive structures, in the exploitation of humans by humans, in the domination and slavery of peoples, races, and social classes” (102-3). Insofar as salvation denotes liberation from sin, then, when sin is properly understood in this way, salvation must also imply a political liberation from social injustice. Gutierrez therefore states that because any effort to build a just society is liberatory, “it is a salvific work,” even if it cannot be equated with the totality of salvation. “As a human work it is not exempt from ambiguities . . . but this does not weaken its basic orientation or its objective results” (104). Gutierrez also frames this point in relation to the Kingdom of God; he takes seriously the idea that the Kingdom of God is “already but not yet,” i.e. partial and relative, yet incomplete. “We can say that the historical, political liberating event is the growth of the Kingdom and is a salvific event; but it is not the coming of the Kingdom, not all of salvation. It is the historical realization of the Kingdom and, therefore, it also proclaims its fullness” in the future (104). Political liberation is not then identical with the realization of the Kingdom, nor is it possible without the grace of God. In a complete rejection of any form of Pelagianism, Gutierrez insists that salvation is “God’s unmerited action in history, which God leads beyond itself” (xxxix). The realization of the Kingdom, however partial, is always and everywhere an unmerited divine gift (104).
When salvation is understood in relation to temporal liberation and not exclusively in supernatural terms, it compels the Church to rearticulate its mission in the world. To defend his own theory of what this mission should be, Gutierrez hones in on Vatican II’s notion of the Church as a sacrament, which he calls “undoubtedly one of the most important and permanent contributions of the Council” (146). The term sacrament refers to the fulfillment and manifestation of the salvific plan of God (as Paul would have it, with his term mysterion, translated as sacramentum) and an efficacious sign of divine grace (as the medieval scholastics would have it). Consequently, to call the Church a sacrament “is to define it in relation to the plan of salvation, whose fulfillment in history the Church reveals and signifies to the human race. A visible sign, the Church imparts to reality ‘union with God’ and ‘the unity of all humankind,’” as Lumen gentium states. And this means, Gutierrez contends, that “the Church can be understood only in relation to the reality which it announces to humankind. Its existence is not ‘for itself,’ but rather ‘for others.’ Its center is outside itself, it is in the work of Christ and his Spirit” (147). In short, as a sign of salvation (understood as liberation) that communicates what it signifies, the Church must be a place of liberation. Its mission must be articulated in relation to this task.
One of the most important ways in which the Church can be a place of liberation is to embody God’s preferential option for the poor. When A Theology of Liberation was published, the preferential option for the poor was still a new concept that, since then, has become central to Catholic social doctrine. For Gutierrez, the idea of a preferential option refers to “God’s predilection for the weak and abused of human history,” to which the entire Bible testifies (xxvii). That God shows special attention to and concern for the poor in the Bible does not undermine the universality of God’s love, which Gutierrez stresses excludes no one. Preference is not synonymous with exclusion, but merely indicates who comes first with respect to divine love. “The universality of Christian love is,” Gutierrez writes, “incompatible with the exclusion of any persons, but it is not incompatible with a preferential option for the poorest and most oppressed” (160). Because imitatio Dei necessitates that Christians imitate this divine, preferential love for the poor, the Church should similarly exhibit this preference in its mission in the world. In fact, with an eye to the Gospel of Matthew and the First Letter of John, Gutierrez equates the love of God with this preferential love of the oppressed. “God is revealed in history,” Gutierrez writes, “and it is likewise in history that persons encounter the Word made flesh. . . . We find the Lord in our encounters with others, especially the poor.” Consequently, “an act of love towards them is an act of love towards God” (115).
Gutierrez stresses that God’s preference for the poor as demonstrated in the Bible underscores that divine love is also just. That is, God’s preferential love for the oppressed is a just love insofar as oppression constitutes a social injustice that God seeks to rectify. On this picture, divine love and justice are not opposed, but closely united. In fact, because to love God is to love as God loves, and because divine love is just, to love God ultimately means to do justice for the poor and oppressed. Moreover, Gutierrez, with a cue from the Hebrew Bible and in particular the prophetic tradition, claims that just love serves a crucial epistemic function: works of justice toward others help us know God more fully. Put schematically, to know God is to love God, to love God is to love as God does, and because God loves justly (evident in his preferential love for the poor), to love God is to love justly; therefore, to love justly is to know God or, as Gutierrez puts this point, “the God of Biblical revelation is known through interhuman justice. When justice does not exist, God is not known; God is absent” (111). If the Church is to promote communion between humans and between humans and God (which amounts to salvation), then it must, on this account, promote interhuman justice. Liberation must therefore be its foremost aim.
A Theology of Liberation offered one of the first systematic articulations of liberation theology, but certainly not the last. Since its publication, liberation theology has exploded into a diverse ecumenical and cross-cultural discourse that is more intersectional and in many ways more radical than Gutierrez’s initial presentation of it. Nevertheless, because A Theology of Liberation so boldly confronts and criticizes the mostly irenic theological milieu of Europe and North America, it remains a critical touchstone in liberation theological studies. Even a half-century later, Gutierrez remains a prophetic voice within Roman Catholicism.