Foundation News“Armed with Insight!”

Number 69 | Winter 2012 | Triannual www.mcuf.org

Contents

President and CEO’s Letter 2

Trustees 2

Upcoming Events 3Semper Fidelis Award Dinner

Semper Fidelis Golf

Russell Leadership Lunch

Post Event Recaps 4–8

MCU NewsTraining and Education Command 9–11

Command Support Program 12–13

Corporate Member Program 15

Friends of the Foundation 15

“Armed with Insight!”

Marine Corps University Foundation’s West Coast

Semper Fidelis Award Our Semper Fidelis Award was presented on the West Coast at the November 10th Association’s Marine Corps Birthday Celebration. The Celebration was held November 5, at The Resort at Pelican Hill, Newport Coast, California.

2012 Award Recipient Lieutenant General Sir Robert Alan Fry, KCB, CBE

Save The DaTe . . .Semper Fidelis Award Dinner

With Supreme Court Associate Justice

Antonin Scalia February 23, 2013 Page 3

The November 10th Association hosted the 237th Birthday of the United States Marine Corps with the presentation of the Semper Fidelis Award by the Marine Corps University Foundation. The event was sold out with an overflow of guests to a beautiful Southern California evening. Special thanks to Mr. Donald Bren, Chairman of The Irvine Company, for his support of this Celebration.

Special Underwriters:Judge David O. Carter; Charles E. Crookall; Gregory Dillion, Esq.; Bob and Judy Dowd; Kevin Gallagher, Esq.; Commissioner Ed Hall; James G. Harker, Esq.; Col Michael M. Kurth; Col Alice Marshall and Col Norm Marshall, USMC, Ret.; Robert Mosier; The Pelican Hill Resort; BGen Francis E. Quinlan, USMCR Ret.; Patrick Remolacio; Ron and Sindi Schwartz; LtCol Neil Shepard, USMC, Ret.; Col Harry Spies, USMC, Ret.; Geoffrey Stack; Col Fred Tschopp, USMC, Ret.; and Kent R. Valley.

BGen Thomas Draude, Sir Robert Fry, LtGen John Toolan, Gen James ConwayPhotographer: Mr. Jim Esquivel

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P. O. Box 122 • Quantico, VA 22134-0122 Phone: (703) 640-6835 • Fax: (703) 640-6177

www.mcuf.org

Dear Friends of the Foundation,

As I write you, I wonder where this year has gone. “How time flies . . .” as the saying goes, but especially for us here at MCUF as we continue to have fun! In the pages that follow you’ll get a feeling for the success of our events since my last letter, but let me touch on a few.

Our Semper Fidelis Golf Classic was indeed a classic with beautiful weather and a superb course to challenge all. We appreciate all who were able to support us.

The Major General John H. Russell Leadership Award Luncheon was another success as we heard an update on the Corps from Lieutenant General George Flynn. We then honored “Sandy” Alderson, GM of the New York Mets and Marine Vietnam Veteran. Like so many other impressive civilian leaders, he attributed his success to his Marine Corps experience. (I also had a chance to learn more about his mentoring of Billy Beane of Moneyball fame, from him and his lovely wife, Linda.)

Another success in a venue we’ve not visited for far too long was the November 10th Association & West Coast Semper Fidelis Award Ceremony. Our Chairman, General Conway, joined us as we honored Sir Robert Fry, former Commandant Lieutenant General of the Royal Marines. This event was due, in large part, to Brigadier General Frank Quinlan, one of our former Trustees. He and his wonderful wife, Margie, and his assistants were so helpful—and we are so grateful.

Another new event is the Thomas Lord Charitable Trust Lecture Series. The first lecture took place on 27 November. This is due to the generosity of The Thomas Lord Charitable Trust and featured our Commandant, General James Amos, as the first speaker. Unfortunately, I missed it as I fulfilled a previous commitment to be the Guest of Honor at the Marine Corps Birthday Ball in Abu Dhabi, UAE.

An exciting initiative is underway at the University—namely, the expansion of the campus. This expansion has the potential for the Foundation to provide significant assistance. The initial project is an extension to the General Alfred M. Gray Marine Corps Research Center which will house the History Division, the Archives, and the Libraries. It will also be the new home for Command and Staff College (CSC) and the School for Advanced Warfighting (SAW). Ground breaking for this building will be this spring.

Additionally, facing the new CSC and SAW building is the planned new Expeditionary Warfare School (EWS). Funding is scheduled for FY2017. There is the likelihood of a funding shortfall. Such a shortfall might be filled by the Foundation. Accordingly, we have initiated a Feasibility Study to determine our ability to raise the funds for this endeavor. The MCUF Board approved this study in October and some of you may be interviewed as a part of this exploration. If there is a Capital Campaign, it will not alleviate our annual fundraising appeal to meet unrestricted needs.

The study, which will be completed in time for our February Board Meeting, will determine whether MCUF can fund the entire cost or whether it will be a public/private partnership. The Campaign will then commence and we will update you on its progress. These are exciting times for all concerned—MCU and its students, staff, and faculty—as well as for all of us. We look forward to your assistance as this effort develops. As they used to say, “Watch this space”!

Again, thank you for your interest in and support of the Foundation as we continue to fund programs at the University and for our Marines serving worldwide through our Command Support Program.

Semper Fidelis,

Thomas V. Draude Brigadier General, USMC (Ret)

President and Chief Executive Officer

Marine Corps University Foundation trustees

Chairman Gen James T. Conway, USMC (Ret)

Vice Chairman Mr. Guy P. Wyser-Pratte

President and Chief Executive Officer BGen Thomas V. Draude, USMC (Ret)

Secretary and Chief Operating Officer LtCol John R. Hales, USMC (Ret)

Treasurer Mr. Daniel H. Mudd

General Counsel Mr. Christopher G. Oprison

CWO-5 Kim T. Adamson, USMCRDr. James J. CarafanoMr. Derrick T. DortchLtGen Wallace C. Gregson, Jr., USMC (Ret)MajGen William C. Groeniger III, USMCR (Ret)Mr. Donald R. KnaussMr. Nicholas B. LaneMr. Robert A. LutzMr. Christopher P. MichelMr. Steven J. PiccirilliMr. Paul M. “Mickey” PohlMr. Durwood W. “Skip” RingoMr. Thomas A. Saunders IIIMrs. Jordan Horner SaundersMr. William J. ScottMs. Alexis F. ThomasMr. Michael J. Wheeler

EX Officio Trustees

LtGen Robert R. Blackman, Jr., USMC (Ret)MajGen John J. Salesses, USMCR (Ret)MajGen Edward G. Usher III, USMC (Ret)

MCUF staff

Chief Development Officer CDR Virgil R. Allen, USCG (Ret)

Director of Program Support Ms. Kimberly A. Niero

Director of Special Events Ms. Angela H. Blackiston

Administrative Assistant Ms. Melissa M. Lorditch-Wyer

Accountant Mr. R. Scott Mann

December 2012

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Semper Fidelis Award Black tie GalaEach year, the Marine Corps University Foundation honors an American of distinction with its Semper Fidelis Award. Presented annually at the Foundation’s formal dinner, the award was established to honor a leader who exemplifies high principles and dedicated service to our country.

Award Recipient for 2013

The Honorable Antonin G. Scalia Associate Justice of the United States Supreme Court

The 2013 Semper Fidelis Award Dinner is scheduled for Saturday, February 23, at The Crystal Gateway Marriott in Arlington, Virginia. We expect approximately 600 guests to attend the Dinner. The Foundation’s Trustees, Military Guests of Honor, Former Commandants of the Marine Corps, U. S. Department of Defense Officials, a majority of the Washington area Marine Corps Senior Leadership, Members of Congress, and many leaders from the private sector will be among the guests. The Foundation’s Director of Special Events, Ms. Angela H. Blackiston, will coordinate the details of your attendance. You may direct any questions and requirements to her at (703) 640-6835 or ablackiston@mcuf.org.

To find out more information, sponsorship opportunities, and/or registration for any or all of the above events, please visit www.mcuf.org or contact our Director of Special Events, Angela Blackiston 703-640-6835, e-mail ablackiston@mcuf.org.

Semper Fidelis Award Recipients2012 Lieutenant General Sir Robert A. Fry, KCB, CBE–California

Former Commandant Royal Marines2012 General David H. Petraeus, USA (Ret)–Virginia

20th Director of the Central Intelligence Agency2011 The Honorable Richard Cheney–Virginia

46th Vice President of the United States2010 The Honorable George W. Bush–Virginia

43rd President of the United States2009 The Honorable Robert M. Gates–Virginia

United States Secretary of Defense2008 Mr. Robert S. Mueller, III–Virginia

Director, Federal Bureau of Investigation2007 The Honorable Zel Miller–Virginia

Former United States Senator, Georgia2006 The Honorable Daniel K. Inouye–Virginia

United States Senator, Hawaii2005 General Michael W. Hagee, USMC–Virginia

33rd Commandant of the Marine Corps2004 The Honorable Colin L. Powell–Virginia

Secretary of State2003 The Honorable Richard Cheney–Virginia

46th Vice President of the United States2002 The Honorable George H. W. Bush–Virginia

41st President of the United States2001 The Honorable Ike Skelton–Virginia

United States Congressman, Missouri2000 Mr. Ted Williams–Virginia

Korean War Aviator, Baseball Hall of Fame1999 The Honorable Gerald B. H. Solomon–Virginia

Former United States Congressman, New York1998 Mr. Donald Bren–California

Chairman of the Board, The Irvine Company

1998 The Honorable John H. Chafee–Virginia United States Senator, Rhode Island

1997 The Honorable John McCain–Virginia United States Senator, Arizona

1996 The Honorable Sam Nunn–Virginia United States Senator, Georgia

1995 The Honorable Paul McHale–Virginia United States Congressman, Pennsylvania

1994 General Leonard F. Chapman Jr., USMC (Ret)–Virginia 24th Commandant of the Marine Corps

1993 The Honorable John Glenn–Virginia United States Senator, Ohio

1992 Brigadier General Thomas F. Riley, USMC (Ret)–California Supervisor, Orange County Fifth District

1992 The Honorable John W. Warner–Virginia United States Senator, Virginia

1991 The Honorable John P. Murtha–Washington D.C. United States Congressman, Pennsylvania

1990 Mr. Thomas S. Monaghan–Washington D.C. President and CEO, Domino’s Pizza, Inc.

1990 Mr. James E. “Ted” Bassett–Kentucky Chairman of the Board, Keeneland Association

1989 The Honorable Charles S. Robb–Washington D.C. United States Senator, Virginia

1988 The Honorable Barber B. Conable–Washington D.C. President, The World Bank

1988 The Honorable George P. Schultz–California Secretary of State

1987 The Honorable James A. Baker, III–Washington D.C. Secretary of the Treasury

1986 The Honorable Pete Wilson–California United States Senator, California

Semper Fidelis Golf ClassicMonday, September 9, 2013

Upcoming Events . . .

Major General John H. Russell Leadership LuncheonNew York City, Wednesday, October 16, 2013

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Marine Corps University Foundation26th Semper Fidelis Golf Classic

Photographer: Mrs. Jill James

Tournament Winners

1st Place—Meggitt Systems

Gary Stefaniga, Steve Piccirilli, Pat Wills, Calvin Couch

2nd Place—Barclays Wealth

Dan Mudd, Bill Scott Jr., Peter Lamade, Bill Scott Sr.

3rd Place—General Dynamics

Paul Normand, Cristina Kern, Ted Hack, Dave Morris

On Course Prize Winners

Closest to the Pin

Terry Brennan

Longest Drive—Female

Cristina Kern

Longest Drive—Male

Paul Karafa

1st

2nd

3rd

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Foursome SponsorsPAR LEVEL

Pratt & Whitney

TEE TiME LEVEL

Agility Logistics

BAE Systems 1

BAE Systems 2

The Clorox Company 1

The Clorox Company 2

The Clorox Company 3

FederalConference.com

First Command Financial Planning

FLiR Systems, inc.

General Dynamics

General Dynamics Land Systems

iTT Exelis

Meggitt Training Systems

Medifast

Rolls-Royce North America

The Raytheon Company

William J. Scott

Tournament Sponsors BAE SystemsNDX Golf Balls/Tees

FLiR$1500 Breakfast

FederalConference.com $1500 Goodie Bags$1000 Swing Video

First Command Financial Planning$3500 Dinner Buffet

Hilton Springfield18 Hole Flags

Larry Klipp $1000 1st, 2nd & 3rd Place Prizes

Lindsay CadillacAuto-Hole-in-One

PepsiCo$500

Rolls-Royce North America$1800 Foursome Photos

William W. ScottEGA Golf Balls

Cash Sponsors$2500 General Dynamics Land Systems

$500 AViALL Services, inc.

$500 Gasser Chair Company

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Major General John H. Russell Leadership Award Luncheon

The Major General John H. Russell Leadership Award Luncheon was held on October 24, 2012, in New York City. It was a Home Run for this year’s Award Recipient, Mr. Richard “Sandy” Alderson, General Manager for the New York Mets and the Military Guest of Honor Lieutenant General George Flynn, USMC.

Over 180 guests and sponsors interacted with students, faculty, and school directors from the Marine Corps University.

Mr. Richard L. Alderson, General Manager, New York Mets

Major General John H. Russell, USMC, was the 16th Commandant of the Marine Corps. The Major General John H. Russell Leadership Award, established by his daughter, Mrs. Vincent Astor, and the Marine Corps University Foundation, is presented annually to a distinguished American whose commitment to personal and professional excellence embodies those qualities of leadership and character uniquely associated with the United States Marine Corps.

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Major General John H. Russell Leadership Award Luncheon

Lieutenant General George Flynn, USMC

Special Thanks

First Marine Corps District

The Military Guest of Honor as the Commandant of the Marine Corps’ Representative, LtGen George Flynn

Pipe Major Joe Brady

Marine Color Guard

Luncheon Sponsors

Mr. and Mrs. Thomas A. Saunders III

Luncheon Chairpersons

Mr. Tom A. Saunders IIIMrs. Jordan H. SaundersMr. Guy P. Wyser-Pratte

Photographer: Mr. Denton Tillman

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Constitution DayThe Ratification of the Constitution of the United States of America

Every year, the Marine Corps University has held Constitution Day for all Students and Faculty. Constitution Day this year was held on October 4, 2012 at MCU to a full auditorium.

The guest speaker, for the last 21 years, has been Associate Justice of the Supreme Court of the United States, Justice Antonin G. Scalia.

Photographer: LCpl Antwaun Jefferson, USMC

Guest Speaker

Commandant of the Marine Corps, General James F. Amos

The Inaugural Thomas Lord Charitable Trust Lecture kicked off Tuesday, November 27, 2012 in Little Hall. Lieutenant General Fred McCorkle, USMC (Ret), Director of Lord Corporation, introduced General Amos, where he addressed many Lord Corporation VIPs and Marine Corps University, OCS, and TBS Directors, Faculty and Students.

For more information about The Lord Corporation: www.lord.com

Reception— National Museum of the Marine Corps

Thomas Lord Charitable Trust Lecture

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In May 2012, the Second Lieutenants of Charlie Company, Basic Officer’s Course 3-12, were given a rare opportunity to tour a Civil War Battlefield during their time at The Basic School (TBS). This type of tour, unlike what tourists would experience if they took one conducted by a park ranger, was led by Dr. Bradford A. Wineman, Associate Professor of Military History at the Marine Corps’ Command and Staff College (CSC). The goal of these tours, called a staff ride, is to take students out of their typical student-instructor paradigm and give them a chance to think and make decisions as if they were officers on either side of a specific Civil War Battle. Rather than discuss tactics and work through decision making scenarios in a comfortable classroom, being at the battlefield provides context through close understanding of the terrain, climate, and physical characteristics of the battle space.

TECOM: Battlewalk Insight: Antietam RevisitedBy: Second Lieutenant Sean D. Reed

(continued on page 10

Sir,

I just wanted to provide a quick backbrief regarding Colonel B.P. McCoy’s Passion of Command/Training . . . you all sponsored 300 copies of the book Col McCoy wrote . . . we conducted a top notch discussion with over 135 young Lance Corporals and Corporals at our Tactical Small Unit Leaders Course, in 29 Palms 9–21 Aug.

Col McCoy gave a great presentation to the Marines and fielded about 1 hour’s worth of good questions from our Marines in the course . . .

Later we had a SNCO/Officer PME with Col McCoy at Camp Wilson . . . it was a very good discussion and the books you all helped us with were an important piece to the learning.

RS,

Lieutenant Colonel Kevin Norton

Letters… 26 July 2012

Dear General Draude,

I want to express our gratitude for the support and funding your organization provided for the recent visit of Major Eleanor Taylor, The Royal Canadian Regiment to Quantico in support of ongoing reviews of service restrictions on the employment of women.

As you know, the Secretary of Defense directed the services to assess further positions that can be opened to women. The Commandant directed a measured, responsible and deliberate approach be conducted to provide him with information to make an informed recommendation.

Major Taylor conducted office calls with three USMC general officers, including myself. She also met with working groups reviewing the current service restrictions on the employment of women and visited The Basic School. We were also able to share her experiences with the U.S. Army team that is addressing the same area, they were a bit embarrassed that the Marine Corps had the foresight to make the invitation and execute the events. Without the assistance of the Marine Corps University Foundation, we would not have been able to gather key information to facilitate our recommendations. This visit was a highly beneficial interaction for all.

It is important that we learn the right lessons and ensure that as we implement any changes, the Marine Corps maintains or improves its combat capabilities. Thank you for your support in our research of this very important issue. Thanks!

Semper Fidelis,

RICHARD P. MILLSLieutenant General, U.S. Marine CorpsCommanding GeneralMarine Corps Combat Development Command

Lieutenant Colonel Kevin Norton presenting to Marines.

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At the start of the staff ride, the student officers divided into groups and were given the background information and intelligence a commander such as Generals Lee or McClellan would have known just prior to the Battle. From there, each group used the tactical knowledge and military planning process instructed at their school to decide what they would do if given command at the time of the battle. Their decisions were presented and discussed among their peers, and, with the guidance and insight of Dr. Wineman, the student officers determined what may and may not have worked and why. During staff rides candid dialogue among the students is encouraged and debates occur with multiple possibilities presented.

After a discussion, rather than reduce the decisions of the officers down to good and bad or right and wrong, Dr. Wineman led the students to another place and time on the Battlefield for additional insight into the puzzle of how the events unfolded. At the new location, new information was presented that may have changed the ideas the students had at the previous location. A new round of group interaction occurred and the students continued to make decisions and learn. There may be a half dozen or more stops along a tour which can take an afternoon or longer to complete. For Charlie Company, the Battle of Antietam and the staff ride provided several Marines with a chance to demonstrate in the physical battle space what they have been studying. It was in some ways, a litmus test for the level of integration for which the curriculum at The Basic School is being absorbed into the decision making processes of the Charlie Company Marines. It also reinforced lessons from earlier classes and tactical decision making opportunities.

Through Dr. Wineman and the decision-making scenarios during the staff ride at Antietam, the Marines of Charlie Company learned about operational art, a concept that focuses on all tactical and strategic considerations involved in fighting a battle from a commander’s perspective. In addition to operational art, professors such as Dr. Wineman teach students about war fighting, leadership, culture, and interagency operations as part of the CSC curriculum. Although staff rides focus on operational art, the ones done by CSC are specifically part of their leadership coursework because their content is focused on growing a student’s decision making ability as a combat leader. The benefit of reinforcing leadership tenants through staff rides that focus on operational art is relevant at all levels of leadership.

Volunteers like Dr. Wineman are essential in providing opportunities to junior officers for encouraging their leadership development through staff rides. There are few programs intended for taking junior officer on staff rides like those done by CSC, so initiative in conducting a staff ride is needed if one is to be done with students outside of CSC. To the Marines of Charlie Company, the staff ride we participated in at Antietam started as just a field trip; an opportunity to leave Camp Barrett for several hours and spend time outdoors without a flak jacket. However, some quickly discovered the benefit of practicing the art and science taught at TBS in an interactive and tangible learning environment. As the future leaders of the Marine Corps, staff rides will remain with us as a useful tool for growing the Professional Military Education of the Marines in our care. Like Dr. Wineman and other volunteers like him, willingness to step beyond one’s traditional role for the opportunity to impart knowledge to additional groups of Marines has the potential to increase the effectiveness of our Corps’ leadership skills.

Special thanks to Dr. Bradford A. Wineman for contributing background information on Command and Staff College and the role and mission of the staff rides they perform.

A view of the terrain that the Second Lieutenants had to analyze.

Antietam Revisited (cont.)

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From 23–24 August 2012, Assault Amphibian Platoon, Combat Service Support Company, Instructor Battalion, The Basic School conducted movement to Philadelphia, Pennsylvania in order to conduct a Professional Military Education (PME) Seminar at The National Constitution Center and through the historical district of Philadelphia.

After arriving at The National Constitution Center the Marines off loaded vans and linked up with a Constitutional tour guide. The Marines, accompanied by their historical guide, then walked through the City of Philadelphia’s Historical District in a 75 minute, 1.25 mile stroll, beginning and ending at The National Constitution Center. During the tour, the Marines explored America’s Birthplace having visited more than 20 historic sites to include, Independence Hall, The Liberty Bell Center, First White House, First Pentagon, Congress Hall, Carpenter’s Hall, Franklin Square, and many others. Following the guided tour, the Marines made their way inside The National Constitution Center for the Center’s live-historical presentation, “Freedom Rising,” which laid out the evolution of the Constitution of the United States of America. Upon completion of the live performance, the Marines took to exploring the museum within The National Constitution Center. Thereafter, the Detail broke for lunch and enjoyed a local Philadelphia favorite, “The Cheese Steak,” at Pat’s King of Steaks.

Following lunch, the Detail made its way to the Holiday Inn, where the Marines checked-into their rooms and changed into their Blue Dress–Delta uniform. The Marines then came together again and the Detail moved to the Tun Tavern historical site (Chestnut and Front Streets). While at the Tun Tavern location, there a Non-Commissioned Officer (NCO) led a discussion group on the history of the location, the Marines of the Revolutionary War, and lessons learned from the morning’s instruction. Furthermore, during this time there was a photo taken of the unit and the Tun Tavern historical marker, as well as, NCO led “toasts” to: “The Marines of the Revolutionary War, Our Fallen Comrades, and All Marines past and present.”

After the toasts, photo, and discussion group the Detail then moved to Citizens Bank Park (Pattison Avenue) to watch a Major League Baseball game between the Philadelphia Phillies and the Cincinnati Reds. The next morning, upon completion of the instruction and the enjoyment of each other’s fellowship at the baseball game, the Marines safely made movement back to Marine Corps Base Quantico.

The purpose of this training exercise was to professionally enhance each Marine’s education about the birth of the United States Government and the Constitution of the United States of America. [Furthermore, what we, as United States Marines, raise our right hands and solemnly swear to uphold and defend against all enemies, foreign and domestic.] We also used this event to learn about the history of the birthplace of our Nation and our Marine Corps. The method of the instruction was delivered through a historical tour, interactive software, live-demonstration, and group discussions. Likewise, the event was conducted as platoon level training through a professionally qualified historical guide, the Platoon Commander, and the Non-Commissioned Officers. The end state to this PME Seminar was met and all Marines of Instructor Battalion’s Assault Amphibian Platoon enhanced their knowledge about the Constitution of the United States of America, the United States Government, the historical precedence behind the City of Philadelphia and the Birthplace of the Marine Corps.

TECOM: TBS AAV Platoon Philadelphia, PME SeminarBy: Captain W.W. Goetz, Platoon Commander, Assault Amphibian Platoon

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Marines with Headquarters and Headquarters Squadron from Marine Corps Air Station New River, North Carolina visited the National Museum of the United States Marine Corps in Quantico, Virginia and national monuments in Washington, D.C. on September 21, 2012.

“We wanted to take our Marines out of the barracks, and show them some of our history,” said Sergeant Major Jerry L. Bates, H&HS Sergeant Major. “This was a great chance to show young Marines our great history and traditions.”

The trip was sponsored by the Marine Corps University Foundation. More than 100 Marines departed the air station before dawn, and headed towards Washington, D.C. For many Marines, this was the first time they saw the Nation’s Capital. “You could spend more than a week here and not see everything,” said Bates. “We only had time to show some of the sites here, so we chose to show some of the war memorials, where the men and women who went before them gave the ultimate sacrifice for our freedom.”

The first memorial the H&HS Marines saw was the World War II Memorial.

“The World War II Memorial was my favorite part of the trip,” said H&HS Family Readiness Officer Jennifer Anderson. “It’s a beautiful memorial that shows all the states and territories of the United States that sent Marines and soldiers to war. It was very humbling.”

The Marines then went to the Korean War Memorial, where Sergeant Juan Padin, Senior Rescueman with Aircraft Rescue and Firefighting, taught them about Marines in the Korean War, especially Private First Class Fernando Garcia.

“PFC Fernando Garcia was the first Puerto Rican to receive the Medal of Honor,” said Padin. “In 1951 he jumped on a grenade to save the Marines he was with. I’m Puerto Rican myself, so his actions weigh heavily with me, but I think the actions of PFC Garcia, and all the Marines in the Korean War, can inspire all of us today.”

After the Korean War Memorial, they traveled to the Lincoln Memorial, where Marines stood in the exact spot Reverend Martin Luther King, Jr., made his famous ‘I Have a Dream’ speech.

The Marines then went to the Vietnam Memorial and walked the length of the Vietnam

Memorial Wall. The Wall shows more than 58,000 names of those who gave their lives during the Vietnam War.

The last memorial the Marines visited in was the Washington, D.C. World War I Memorial, where Sergeant Jimmy D. Partin Jr., Ordinance Maintenance Chief, talked about the monument and what it signifies.

“The World War I Memorial is the only monument here that is not a national monument. It is a D.C. Monument,” said Partin “This monument shows the 499 names of people right here from D.C. who were killed during World War I. Before this war, the rest of the world did not consider us a power in world affairs. This was where we showed the world what American Marines and soldiers could do. This was where we fought and earned the name ‘Devil Dogs’ from our German enemies.”

The Marines then left the Nation’s Capital and visited the National Museum of the United States Marine Corps in Quantico, Virginia.

There, Marines spent three hours learning about every Marine Corps involvement since its birth in 1775.

The beginning of the gallery had exhibits from the 18th century, including muskets, cannons, and swords used during that time.

After the Marines examined the tools of wars from the past, they spent time in the large WWI and WWII areas. The WWI

CSP: New River Marines Conduct PME in Washington, D.C. and Quantico, VirginiaBy: Lance Corporal Martin R. Egnash

Sergeant Major Jerry Bates, USMC pauses at the Vietnam Memorial.

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exhibit showcased a live-action big-screen video of Marines fighting at Belleau Wood. The WWII exhibit showed the wide variety of weapons used by all sides of the conflict, detailed graphics of battles in the Pacific theater and an exhibit describing the Marines and sailors who were attacked at Pearl Harbor.

“There was a lot to see at the World War II exhibit,” said Anderson. “It was a great experience, being able to see our history with some of the young Marines I don’t get to see very often. It really opened up my eyes.”

In addition to exhibits on every major engagement the Marine Corps has been in, the Museum showcased how Marines are made, then and now, in Boot Camp. While they made their way through this exhibit, many Marines nostalgically thought back to their own experiences, and compared them to how Marines were made in the past.

“It feels good to give back to these Marines, and share a great day with them like this,” said Bates. “I hope that when these Marines are the Sergeants Major and the Commanding Officers, they do things like this with their Marines.”

The PME was a guided, walking tour of Fort Fisher, a Civil War Battle site just south of Wilmington, North Carolina. On this site the largest amphibious landing prior to World War II occurred. Dr. Chris E. Fonvielle, Jr., a Professor in the History Department at UNC Wilmington, led the PME and discussion. Dr. Fonvielle has authored The Wilmington Campaign: Last Rays of Departing Hope, Fort Fisher 1865: The Photographs of T.H. O’SULLIVAN, and other books and articles about joint operations during the Civil War in North Carolina. The PME consisted of approximately 50 Officers and SNCOs from the Regimental Headquarters with ranks ranging from Staff Sergeant to Colonel, and with occupational specialties covering all warfighting functions of maneuver, fires, intelligence, force protection, logistics, and command and control.

Dr. Fonvielle began his tour by presenting us with the Visitor Center’s ten minute video on Fort Fisher. Once the video ended our group moved to the main show floor where there was a 12 foot by 5 foot diorama of the entire Fort Fisher battle site and its surrounding area complemented with audio of the battle and lights illustrating the battle in conjunction with the audio. Using the diorama as a teaching tool Dr. Fonvielle was able to paint a clear picture of what happened at Fort Fisher before we went outside and walked the grounds of the battle site. Once outside, Dr. Fonvielle walked our group to various areas of importance on the grounds and talked about what each force did during the Battle and any actions and reactions by each force. Different areas on the grounds, that remain to this day, have battery mounds where artillery was placed, bomb shelters used by Confederate Soldiers under the battery mounds, and replica cannons like the ones used during the Battle.

The tour circled the Battle grounds and concluded in about an hour and a half after the discussion ended with the consequences of victory or defeat at Fort Fisher.

The Marines involved in the PME asked poignant questions in order to increase their understanding and appreciation of amphibious operations. Beyond that, our tour guide was extremely knowledgeable of the operation that took place at Fort Fisher and was able to garner every Marine’s attention in a way that created sincere interest. While coordinating this PME, the Fort Fisher staff was contacted to ensure that the premises would support a tour group of around 50 Marines. The Fort Fisher staff graciously allowed us to use their video room and visitor center where artifacts and diagrams deepened our understanding of the operation that took place there during the Civil War.

CSP: 8th Marine Regiment PME at Fort Fisher

Dr. Chris E. Fonvielle, Jr. speaks to Marines.

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Your estate should be about taking care of your family, but at the same time it can also be about making an impact on the world. There are few organizations that impact the future of the Marine Corps like the Marine Corps University. Estate planning is important at all ages not just when you are at the end of your life and there are many positive things you can do in your estate plan to help your heirs and have an impact on the future of the Marine Corps.

Did you know that there is an estate planning concept that makes it possible for you to give a significant portion of your estate away twice? It’s true. You can leave your estate to your family and still impact the future of the Marine Corps.

It is called the “Give It Twice” Trust Plan, or a lead trust, and it is a simple estate planning option your legal advisor can assist you with establishing. While there are several variations, in a nutshell, here is an example of how it works.

1) At death (in the case of a husband and wife, we’re talking about the second death) some of the estate assets totaling $500,000 (which could be from life insurance or other assets) are transferred into a Charitable Trust.

2) This Charitable Trust earns interest and generates an annual payment to the Marine Corps University Foundation.

3) Simultaneously, each year one-tenth of the Trust principal is transferred to the family.

At the conclusion of the ten-year period the original Trust principal—$500,000—has been transferred to the family and the income generated by the Trust has been transferred to the Marine Corps University Foundation (if the Trust earns an average of only 3% over the ten years the Foundation has received about $82,500).

Thanks to a little planning, the husband and wife have managed to give the $500,000 to the family and a substantial gift to the future Professional Military Education of Marines.

This plan also has appeal in many situations because it allows a transfer to children over time, thus insuring a higher level of management, even after Mom and Dad are gone.

In another variation, you designate certain assets, or a percentage of your estate to a Trust. The beneficiaries receive the net earnings from the Trust for a specified period of years or until they receive a specified sum such as an amount equal to the original Trust value. Upon completion

of the payments of the earnings to the heirs the Marine Corps University Foundation then receives the remainder of the Trust.

Planning increases the impact of your estate, offers the advantage of spreading inheritance over a period of years, and even modest estates can leave a significant legacy to the Marine Corps.

If you have any questions or to notify us that you have included us in your estate plan please contact CDR Virgil Allen, USCG (Ret) in our office either at 703-634-2520 or by email at vallen@mcuf.org, we would like to include you in the Foundation’s Eagle, Globe, and Anchor Society.

A Few New Thoughts On Estate Planning

Eagle, Globe, and Anchor Society

The Eagle, Globe, and Anchor Society honors individuals who have include the Marine Corps University Foundation in their estate plan. Planned gifts are the ultimate expression of commitment to supporting the professional military education of both officer and enlisted Marines. Now is the time to establish an effective long-range estate and financial plan that allows you to leave a lasting legacy.

Your legacy will help create a Marine who is fundamentally more capable and more combat effective within the challenging and complex environments Marines must operate. At the same time, you will be making plans for your future and for the future of your loved ones. There is no minimum gift level and membership is for life.

Members of our Eagle, Globe, and Anchor Society will receive recognition through our publications and a nameplate will be added to a special honor roll plaque displayed in the Marine Corps University Foundation office. Sometimes it is helpful just to talk over ideas related to estate planning without concerns that you will be sold something. We are willing to do that as well. To become a member simply contact our development office at P.O. Box 122, Quantico, VA 22134-0122, Phone (703) 640-6835, or Fax (703) 640-6177, or email at vallen@mcuf.org and let them know that you have included the Foundation in your estate plan.

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Opportunities for Giving . . .

the Marine Corps University Foundation Corporate Members 2012

* * * * * * Honor, Courage and Commitment Council – $100,000 * * * * * *

The Clorox Company

* * * * * Scarlet and Gold Council – $50,000 * * * * *

* * * * Commandant’s Council – $25,000 * * * *

BAE Systems

* * * Leadership Council – $15,000 * * *

CUBIC Applications, Inc.

First Command Financial Planning

FLIR Systems, Inc.

General Dynamics

KUKA

Meggitt Training Systems

* * Semper Fidelis Council – $10,000 * *

The Boeing Company

Lion-Vallen Industries

Lockheed Martin Corporation

SAIC, Inc.

* General John A. Lejeune Council – $5,000 *

AVIALL Services, Inc.

Pratt & Whitney

The Raytheon Company

The Marine Corps University Foundation maintains a strong working relationship with many corporations. The companies listed above generously support us through our Corporate Member Program. With their tremendous support, we will continue current programs and will have funding for the serious consideration of new initiatives.

There are six levels of Corporate Membership. The specific benefits at each level may be tailored to meet the corporation’s individual needs.

Friends oF the Foundation

AXA Foundation

The C. E. & S. Foundation

Crane Family Foundation

The Honorable Geoff Davis

Timothy T. Day Foundation

Mr. Stephen E. Elms

Mr. G. F. Robert Hanke

Walter P. Havenstein, Sr.

Ms. Sarah S. Holcomb

Marie Josee & Henry R. Kravis Foundation

Lockheed Martin MS2

November 10th Association

General Peter Pace, USMC (Ret)

Dr. Elihu Rose

Schwab Charitable Fund

Mr. and Mrs. Anthony Serra

Smith-Richardson Foundation

Mr. Brandon Sweitzer

Textron Charitable Trust

The USAA Foundation

The Wharton School of Business

University of Pennsylvania

Thomas Lord Charitable Trust

U.S. Naval Institute

Mr. H. Kirk Unruh

Vanguard Charitable Endowment Program

Mr. James A. Wycoff

Friends of the Foundation recognizes donors who have

made a minimum gift of $5,000 to MCUF during

the past 12 months.

Corporate Membership and event Contributions are recognized separately.

* * * * * * Honor, Courage and Commitment Council – minimum annual gift of $100,000

* * * * * Scarlet and Gold Council – minimum annual gift of $50,000

* * * * Commandant’s Council – minimum annual gift of $25,000

* * * Leadership Council – minimum annual gift of $15,000

* * Semper Fidelis Council – minimum annual gift of $10,000

* General John A. Lejeune Council – minimum annual gift of $5,000

Marine Corps University Foundation, inc.P. O. Box 122

715 Broadway Street, Annex 2nd Floor

Quantico, VA 22134-0122

Donate Today! W12

Marine Corps University Foundation, Inc.P. O. Box 122 • Quantico, VA 22134

Phone: (703) 640-6835 or (888) 368-5341 • Fax: (703) 640-6177 • Email: mcuf@mcuf.org

Title or Rank/Branch of Service—Active Duty or Retired _______________________________________________________

Name _____________________________________________________________________________________________________

Address ___________________________________________________________________________________________________

City ______________________________________________________ State _______________ Zip ____________________

Phone ______________________________________________ Email ______________________________________________

Enclosed is my donation. ❑ Friend ................. $5,000 + (annual) ❑ Associate .................$250 (annual) ❑ Benefactor .......... $1,000 (annual) ❑ Supporting ...............$100 (annual) ❑ Patron ................ $ 500 (annual) ❑ Other .......................$____________

Credit Card Information: ❑vISa ❑MasterCard ❑american express

Name on Credit Card _______________________________________________________________________________________

Address on Credit Card _____________________________________________________________________________________

Card # _________________________________________________ Exp Date _____________ 3 Digit Security Code ______

Make checks payable to Marine Corps University Foundation and mail to the above address.

❑ Please send me information about the Eagle, Globe, and Anchor Society.