1 2 CAMPAIGN FOR THE NATIONAL GROUND WATER RESEARCH AND EDUCATIONAL FOUNDATION CASE FOR SUPPORT May 2012 Prepared by: 3 Resource Advancement Inc. Columbus, Ohio TABLE OF CONTENTS I. Introduction ...................................................................................................................................3 II. History and Achievements of the National Ground Water Research and Educational Foundation ......................................................................4 III. National Ground Water Research and Educational Foundation Leadership................................................................................................................4 IV. Fund Raising Initiatives and Goals ..........................................................................................5 V. Benefits of the Campaign ....................................................................................................... 13 VI. Summary: Fund Raising Initiatives and Goals................................................................... 14 VII. Appendices .................................................................................................................................. 15 Appendix A: Board of Directors, the National Ground Water Research and Educational Foundation and Administration, National Ground Water Association Appendix B: Table of Investments Necessary to Reach a $3 Million Goal 24 “Fully half of our planet’s population depends upon groundwater for its drinking water. Billions more depend upon this resource to irrigate our crops and provide water for the livestock that sustains our lives. However, we know too that groundwater is essential for mankind’s enjoyment of an ecological system that sustains not only his body but his psyche as well.” —Kevin McCray, CAE Chief Executive Officer National Ground Water Association I. INTRODUCTION The National Ground Water Research and Educational Foundation (NGWREF), a 501(c)(3) nonprofit organization, is an IRS approved public charity established by the National Ground Water Association (NGWA). The Foundation is organizing a $3,000,000 major gifts campaign directed to groundwater industry members and those who share concern for mankind’s water resources. Foundation leaders have agreed that 100 percent of funds contributed in the campaign will be directed solely to programs. Furthermore, no contributed funds will be expended for fund raising services or for promoting the campaign. Specifically, through this campaign, the Foundation’s goals are as follows: 1. Expand its reach and strengthen the responsible use, management, and exploration of the planet’s groundwater resources. 2. Create and enhance a series of endowments to ensure future funding for its current programs. 3. Create and enhance a series of action funds to provide immediate funding for selected programs. 4. Carry out an expanded program to serve the public and the common good. In this proposed campaign, the Foundation seeks cash gifts and pledges over a three- to five-year period. Planned and memorial gifts are also invited. The Foundation has retained Resource Advancement Inc., a Columbus, Ohio-based fund raising and consulting firm to manage the campaign. 35 II. HISTORY AND ACHIEVEMENTS OF THE NATIONAL GROUND WATER RESEARCH AND EDUCATIONAL FOUNDATION The mission of the National Ground Water Research and Educational Foundation is to conduct educational research and other charitable activities related to a broader understanding of groundwater. Since its beginning in 1994, the Foundation has funded public education initiatives, awarded research projects, provided thousands of dollars in matching groundwater supply assistance efforts, supported educational offerings, coordinated lecture series and distributed thousands of dollars in scholarships and awards. Specifically, it has created the following funds: • • • • • • Henry Darcy Distinguished Lecture Series Fund William A. McEllhiney Distinguished Lecture Series Fund Developing Nations Fund Len Assante Scholarship Fund/Robert N. Farvolden Ph.D. Awards Groundwater Research Fund 21st Century General Fund Currently, the Foundation has a total of approximately $1,000,000 in all of its funds. III. NATIONAL GROUND WATER RESEARCH AND EDUCATIONAL FOUNDATION LEADERSHIP The Foundation operates under a diverse Board of Directors who serve as volunteers without compensation. The Foundation’s Board of Directors operates under the aegis of the National Ground Water Association (NGWA), its founder. In 2011, the Foundation Board completed a formal fund raising feasibility study on behalf of this campaign. 46 IV. FUND RAISING INITIATIVES AND GOALS ($3,000,000) Executive Summary A. Workforce Development/Scholarships and Lecture Series Fund...............................$1,250,000 William A. McEllhiney Lecture Series Henry Darcy Lecture Series Len Assante Scholarship Fund (Includes Robert N. Farvolden Awards) B. USA Groundwater Fund...............................................................................................$1,000,000 Education and Training Water Wells for America Public Education and Awareness C. Developing Nations Fund................................................................................................$500,000 Groundwater Supply Project Grant Assistance Education and Training Program Grants D. Groundwater Research Fund. .........................................................................................$150,000 E. 21st Century Fund........................................................................................................... $100,000 Total....................................................................................................................................$3,000,000 57 A. Workforce Development ($1,250,000) Safe drinking water underlies good health and productivity, no matter where it is consumed around the world. Across the U.S., nearly 45 percent of drinking water is groundwater; around the planet it is closer to half of all drinking water. To maintain high standards of drinking water safety and supply requires a highly capable and future-prepared workforce. Crucial investments to sustain this workforce and the businesses that employ them will be leveraged through initiatives of the National Ground Water Research and Educational Foundation. These investments were strongly recommended by participants in the fund raising feasibility study authorized by the Foundation in 2011. The groundwater industry, which provides and protects this most valuable resource, offers numerous and diverse opportunities for those entering the workforce or considering a career change. The Foundation bolsters industry workforce development in many ways, including: 1. William A. McEllhiney Distinguished Lecture Series in Water Well Technology The pursuit of knowledge over the course of one’s lifetime demonstrates the value of making an investment that pays the best interest to a committed and capable groundwater professional. Capable groundwater professionals deal with and solve the challenges of safe and plentiful water supplies. Therefore they make a difference and provide great assistance to mankind. The William A. McEllhiney Distinguished Lecture Series in Water Well Technology is a most worthy “investment” opportunity for the groundwater professional. The lecture series focuses on water well design and construction. Each year an outstanding groundwater professional is invited to share his or her insights and work experiences with the industry. Although predominantly focused on the U.S., the lecture series has gone international. Taking part in the lecture series are students in groundwater science, groundwater contractors, foreign associations of groundwater professionals, academics, water well regulators, and others with a direct interest in groundwater. The Franklin Electric Company has underwritten the program’s annual costs for several years. The campaign seeks to raise sufficient action funds for the short-term continuation of this program and to create an endowment that can sustain it for the foreseeable future. 68 2. Henry Darcy Distinguished Lecture Series in Groundwater Science This program was established in 1987 honoring Henry Darcy, the French hydraulic engineer whose work in 1856 established the physical basis for groundwater hydrogeology. The lecture series, now international in scope, has reached more than 70,000 groundwater students, faculty members, and groundwater professionals around the globe, giving them insights and perspectives to the planet’s water challenge of ever more demand for the life- giving gift of water. Since its beginning, the lecture program has been financially supported primarily by NGWA. Annual costs for the program have been approximately $25,000. Recently, previous lecturers in the series have joined together to launch their own fund raising effort in support of the lecture program. The campaign seeks to raise sufficient action funds for the short-term continuation of this program and to create an endowment that can sustain and expand it for the foreseeable future. 3. Len Assante Scholarship Fund/Robert N. Farvolden Ph.D. Awards To maintain high standards of drinking water safety and supply requires a highly capable and futureprepared workforce. Through this campaign, the Foundation seeks funds to sustain this workforce and the businesses that will employ them. Providing financial aid to a high school student beginning his or her higher education in groundwater science and water well technology is an investment in the future of safe drinking water, as well as a capable future workforce. This fund, named for Len Assante, a former NGWA president and current Foundation board member, annually awards undergraduate scholarships to assist those studying in groundwater-related fields. Dozens of students have been prepared to protect public health and safety with the help of the Assante Scholarship Fund. Hundreds or more are still in need. Building on the promise of their undergraduate educations, awards made in judged competitions for papers and posters among graduate students in groundwater science provide students resources to advance their research and their education. The Robert N. Farvolden Ph.D. Awards, a subfund of the Scholarship program, honor the late hydrogeological education leader who prepared hundreds of students for professional practice. S.S. Papadopulos & Associates Inc., a groundwater consulting firm based in Bethesda, Maryland, has been the underwriter of the Awards program. Because the groundwater industry needs our best young people, the campaign seeks action funds for the short term to continue its level of funding and to enhance its endowment for long-term sustainability. 79 B. USA Groundwater Fund ($1,000,000) 1. Education and Training Through the campaign, the Foundation plans to respond to the education and continued training needs of groundwater professionals from all walks of work. Working with NGWA and its education and training responsibilities, the Foundation will give greater attention to the need for vocational education and the upgrading of worker skills. Overall, the Foundation seeks financial support so as to collaborate and to continue to be a comprehensive resource for business, scientific and technical and for education, related to the groundwater industry and its professions. 2. Water Wells for America Daily, we are reminded of the need for safe and plentiful water throughout the world. Often, we assume it is always someone somewhere else in need. Not anyone close to America’s own homes. While hundreds, perhaps thousands, of non-profit organizations, non-governmental organizations, concerned water professionals, and even the U.S. government itself seek to deal with critical water issues around the world, “water security” for millions of Americans is not assured. According to the American Housing Survey conducted by the U.S. Census Bureau and the U.S. Department of Housing and Urban Development (HUD), it is estimated that some 40,000 U.S. households lack safe groundwater and water well systems. Data on individuals and families living in parts of Appalachia, on Tribal Lands, and other areas of the country indicate many, many Americans lack safe drinking water and are exposed to other health risks associated with the lack of safe water. Through this campaign, the Foundation seeks to achieve the following: • Further identify and document and report on the potable drinking water needs of America’s families. • Plan and collaborate with public and private organizations including NGWA’s more than 45 affiliate state associations and societies in documenting the potable water needs of America. • Consider grants to impoverished or catastrophic suffering USA citizens needing replacement or repairs to potable drinking groundwater supplies. 10 8 3. Public Education and Awareness A lack of public education and awareness is attributed to many challenges facing safe and plentiful groundwater supplies throughout the world. Past Foundation initiatives, including funding support for Water: H2O=Life, an international touring science museum exhibit to be seen by upwards of 7 million, convey only a portion of the important messages to be adopted as behaviors. Measurable improvements in educating the private well owning public about reducing human exposure to contaminants in their drinking water, including protecting source waters, are achievable. Public and private sector organizations use National Groundwater Awareness Week (AW) and Protect Your Groundwater Day (PYGD) as touchstones around which to build national, state and local outreach about the importance of groundwater protection, as well as periodic well testing and water well stewardship. To educate private well owners, the Foundation seeks resources to build upon the combined 100+ national, state, and local partners and combined 500+ websites supporting these events. The campaign seeks to bring together a diverse group of stakeholders with a common interest to join forces to achieve a shared goal. The Foundation proposes to facilitate such a campaign in local areas focusing on raising the awareness of well owners about certain water well, water quality and groundwater protection issues. Foundation resources will be invested in consulting services for campaign planning, campaign implementation, and pre- and post-campaign testing; provision of selected campaign materials including a campaign guide and electronic or printed information resources to be supplemented by locally relevant information and materials; and preparation of an evaluative report on the campaign and its results, so as to provide insights for future successes. Water Well Journal, the oldest and most widely respected trade magazine of the water well professions, reaches an audience of 25,000. This nationwide network of water well experts is ideally suited to help educate private well owners about water well, water quality, and groundwater protection issues that can reduce risks to their drinking water supplies. The Foundation, through the campaign, will update, reprint, and distribute NGWA’s Public Awareness Toolbox: A Simple Guide to Raising Public Awareness, to all 25,000 WWJ subscribers; print a series of Consumer Information Sheets on groundwater protection, water quality, and response to emergencies in WWJ for use by contractors with the public; exhibit at the NGWA Groundwater Expo and Annual Meeting and four regional groundwater shows in the United States equipping water well system contractors to educate the public; and conduct a public awareness equipping workshop at the NGWA Expo and the four regional shows as opportunity provides. The Foundation proposes to partner with Project WET, a well-established K-12 school program offering nongovernmental organizations opportunities in advancing water education. The campaign seeks to raise $1,000,000 in both action and endowed funds to support the above programs. 9 11 C. Developing Nations Fund ($500,000) 1. Groundwater Supply Projects. According to a 2010 report of the World Health Organization/UNICEF, almost 900 million people, 85 percent who live in rural areas, do not have access to an adequate or safe drinking water supply. World Vision Inc., an international Christian humanitarian organization working in more than 100 countries, states that the lack of clean water has a devastating effect on families, particularly children. • Every 21 seconds, a child dies from a water-related illness. • More than 2.7 billion people have inadequate or non-existent access to proper sanitation. • When a community gains access to clean water, its child mortality rates decline by half. Stimulated by a Foundation board member who personally takes on projects for needy communities outside the United States, in 2006 the Foundation created the Developing World Projects Fund, now referred to as the Developing Nations Fund. The fund provides small assistance grants to develop water well projects in developing economies around the world without access to plentiful supplies of potable groundwater, thereby improving the quality of life for people. . Since the fund was established, nearly $50,000 has been granted to fund water well construction or repair projects in seven nations, including the Dominican Republic, Haiti, Honduras, Kosovo, Malawi, Mexico, and Uganda. The Foundation will continue to provide matching grants for groundwater supply projects on a case-bycase basis. 2. Education and Training Programs Because many new wells fail due to lack of proper maintenance or a shortage of parts, the Foundation will begin to focus on ensuring the “sustainability” of well construction or repair projects. Accordingly, in collaboration with other major organizations concerned with water, the Foundation will establish an Education and Training Program. Through this program, the Foundation will offer education and training and promote water well construction guidelines in communities throughout the developing world. It is envisioned that this program will use matching grants to support this program, similar to the use of funds for groundwater supply projects. In its work for both Groundwater Supply Projects and the Education and Training Programs, the Foundation will be guided by basic “commitments” adopted in December 2011 by the Rural Water Supply Network. 1. We recognize the rights of all citizens to enjoy secure water services, regardless of location, lifestyle, gender, age, disability, ethnicity or income. 2. We will do everything possible to ensure that the services we deliver are equitable and sustainable, providing lasting service with no time limits. 12 10 3. We will take full account of all water users’ needs for close and unrestricted access, adequate quantity and acceptable quality of water, high levels of reliability, affordability, and a realistic burden of management responsibility. 4. We recognize the multiple uses of water, and the multiple sources from which users take their water for domestic and livelihood purposes. 5. We are committed to high quality of design, implementation (of both software activities and construction), and post-construction activities. 6. We will continue to develop, promote, and adhere to specific standards and codes of good practice in rural water supply, and build close links to other development sectors which affect or are affected by this sub-sector. We will continue to enhance our own individual and organizational learning and professional development. We will advocate for: A. Increased and better-targeted finance for capital investments and for post-construction financing through local governments to address the sustainability of rural water services. B. Greater transparency and accountability in regard to progress in rural water provision and service performance. C. Special efforts to raise the profile of rural water, including development of post-2015 targets and the possibility of an International Year of Rural Water Supply. In effect, the Foundation will create a new paradigm for the Developing Nations program, promoting the “sustainability” of well construction or well repair projects rather than the construction of single water well installations. Through this campaign, the Foundation seeks to raise at least $500,000 in both action funds and to enhance the endowed funds for long-term funding support. 13 11 D. Groundwater Research Fund ($150,000) In 2006, the Foundation created the Groundwater Research Fund to finance new research considered important to a greater understanding of groundwater resources and water well systems. Over the years, the Foundation has awarded micro grants to projects stimulating new knowledge, information, programs, and products to advance groundwater science and technology. Through this campaign, the Foundation seeks additional financial support for the Groundwater Research Fund. These funds will support the following: 1. A new and expanded grant program focused on everyday problems and issues confronting the groundwater industry 2. A new grant program for undergraduate and graduate students enrolled in groundwater or water well technology studies. Ultimately, these programs enhance a student’s employability and can result in the undertaking of unique and highly beneficial research projects. Solutions and insights support healthier people, a healthier planet, and effective public policy. 3. Grant programs to support cutting-edge research projects 4. Grant programs to fund research in support of public policy decision-making. 5. Supplemental grant programs to selected organizations and agencies conducting important groundwater research. Through the campaign, the Foundation would like to raise $150,000 to bolster the Groundwater Research Fund. E. 21st Century Fund ($100,000) The 21st Century Fund (general fund) allows donors to make unrestricted and undesignated gifts to give Foundation leaders the flexibility to respond to new opportunities consistent with the Foundation’s mission. A dramatic example of the effective use of 21st Century Fund assets was the Foundation’s 2007 investment in groundwater interpretation within the 7,000-square-foot exhibit Water: H2O=Life, which opened in 2007 at the American Museum of Natural History in New York. Organizers of the exhibit anticipate that more than 7 million people will view the exhibit as it travels over the next several years to museums in San Diego, Minneapolis, Chicago, Cleveland, Columbus, Toronto, Singapore, São Paulo, Canberra, and others. 14 12 V. BENEFITS OF THE CAMPAIGN • Workforce issues and concerns will be addressed in a far more comprehensive way; new initiatives will be created and highly regarded programs such as the William A. McEllhiney Distinguished Lecture Series, the Henry Darcy Distinguished Lecture Series, the Len Assante Scholarship Fund, and the Robert N. Farvolden Ph.D. Awards will receive stable funding, thereby ensuring their future and further strengthening the provision, protection, management, and remediation of groundwater. • New funding will available for groundwater professional educational and training programs. • The Developing Nations Fund will be expanded to include education and training programs for those working and/or residing in developing nations. Immediate action funds will get this program off and running within the foreseeable future. Groundwater Supply Projects will receive funds needed for their immediate use and enhancing its endowed balance. As a result, additional funding will allow for more projects and funding at greater levels. Also, through the education and training programs, there will be a new focus on water well “sustainability” through increased attention to training, regular maintenance activities, and the promotion of water well construction guidelines for developing countries. • More complete data on the potable water needs of special populations in America, including the poor, the elderly, low and moderate income families, particularly those in rural America and Native Americans, will be available for planning purposes. In addition, financial support to replace or repair groundwater drinking water supplies will be made available to U.S. citizens suffering from catastrophic events and/or poverty. • The Foundation’s Public Education and Awareness Program will be considerably expanded. • NGWREF’s Groundwater Research Fund will be expanded considerably with additional and supplemental funding available to conduct research, surveys and other inquiries for everyday groundwater concerns, e.g., groundwater sustainability, as well as for cutting-edge research projects. In addition, groundwater students will have a greater opportunity to apply for funds for academic projects. • A successful campaign will result in increased regular giving to support the mission and activities of the Foundation. In addition, the 21st Century Fund, the Foundation’s general fund, will grow and the Foundation's overall public relations program will be strengthened. 13 15 VI. SUMMARY: FUND RAISING INITIATIVES AND GOALS Workforce Development/Scholarships and Lecture Series $1,250,000 USA Groundwater Fund $1,000,000 Developing Nations $500,000 Groundwater Research Fund $150,000 21st Century Fund $100,000 Total: 16 14 $3,000,000 VII. APPENDICES Appendix A Board Members and Administration National Ground Water Research and Educational Foundation President Steve Schneider, MGWC Schneider Equipment Inc. Saint Paul, OR Secretary W. Richard Laton, Ph.D., PG, CPG California State University Fullerton Santa Ana, CA Vice President Arthur E. Becker MGWC, CPG SGS North America Inc. Environmental Services Div. West Creek, NJ Treasurer Daniel T. Meyer, MGWC Gregg Drilling & Testing Inc. Signal Hill, CA Directors Leonard Assante, CWD/PI St. Michaels, MD Ronnie Hensley Gicon Pumps & Equipment Ltd. Abernathy, TX John S. Christ Baroid Industrial Drilling Products Hamilton, OH Ben Primost CWD/PI Pickwick Well Drilling Company Farmingdale, NJ Griffin Crosby Jr., CWD/PI Crosby Well Drilling Inc. Lake Wales, FL Robert Reichart, CWD/PI William W. Reichart Inc. Hanover, PA Kathryn Eades Eades Drilling and Pump Service Hobbs, NM . Administration Kevin B. McCray, CAE Chief Executive Officer Paul E. Humes, CPA Chief Financial Officer 17 15 APPENDIX B Table of Gifts Necessary to Reach $3 Million Goal Number of Gifts Amount Total at This Level Cumulative Total 1 $500,000 $500,000 $500,000 2 $250,000 $500,000 $1,000,000 2 $150,000 $300,000 $1,300,000 3 $100,000 $300,000 $1,600,000 2 $75,000 $150,000 $1,750,000 5 $50,000 $250,000 $2,000,000 10 $25,000 $250,000 $2,250,000 20 $20,000 $400,000 $2,650,000 25 $5,000 $125,000 $2,775,000 Numerous under $5,000 $225,000 $3,000,000 16 18 19 601 Dempsey Rd. Westerville, OH 43081-8978 Phone/ 614 898.7791 Fax/ 614 898.7786 Web/ www.NGWA.org 20