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X-MS-Exchange-CrossTenant-originalarrivaltime: 10 Apr 2023 16:51:04.9321 (UTC) X-MS-Exchange-CrossTenant-fromentityheader: Hosted X-MS-Exchange-CrossTenant-id: 34ef7323-bbf6-4e6d-88af-3843b93ce673 X-MS-Exchange-CrossTenant-mailboxtype: HOSTED X-MS-Exchange-CrossTenant-userprincipalname: 2oIReoat205kcuEYU8eOorpACB3a6UFKM7+Vqe6hnab1cbrnTR5KWUVULVe99JaEQw1U+lE/ire6YtUZaclNIg== X-MS-Exchange-Transport-CrossTenantHeadersStamped: PH8PR15MB6155 X-Mimecast-Spam-Score: 0 X-Mimecast-Originator: littler.com Content-Language: en-US Content-Type: multipart/alternative; boundary="_000_MW4PR15MB4491FBE651AB3D84AE81A089B7959MW4PR15MB4491namp_" X-Spam-Status: No, score=1.8 X-Spam-Score: 18 X-Spam-Bar: + X-Spam-Flag: NO --_000_MW4PR15MB4491FBE651AB3D84AE81A089B7959MW4PR15MB4491namp_ Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi, Dean. Would you please resend me the transfer request document for all= shares of IVV only from the Roger Thieme Living Trust account at Fidelity?= Dan From: Moore,Dean R Sent: Friday, March 17, 2023 9:06 AM To: undisclosed.for.privacy@edwardjones.com Subject: RE: Wire Instructions for Roger Thieme Adams County Charitable Fun= d Good morning, Kelly and Dan. I've been out of the office the last couple days and have another event to = get to this morning but I'll work on getting documents together for the fol= lowing: 1. Transfer request document for all remaining cash from the Kelly Thieme = Andrews trust account at Fidelity. 2. Transfer request document for all shares of IVV only from the Roger Thi= eme Living Trust account at Fidelity. 3. Renaissance does not accept direct wire transfers. Those funds would h= ave to come from a transfer from the Roger Thieme Living Trust account we r= ecently set up here at Edward Jones that is linked to the Roger Thieme Adam= s County Charitable Fund at Renaissance. I will be sending instructions fo= r completing a wire transfer into an Edward Jones account to Dan momentaril= y. Please let me know if you have any questions. Have a great weekend! Dean R. Moore, AAMS(r) Financial Advisor | EdwardJones 245 East Main Street, Suite B Hermiston, OR 97838 Office: (541) 564 - 9734 Cell: (509) 794 - 9759 Fax: 877 - 222 - 5560 Website: www.edwardjones.com/dean-moore We focus on what's important to you. At Edward Jones we use an established process to build personalized strateg= ies for your goals. We then partner together throughout your life to help keep you on track. From: Sent: Friday, March 17, 2023 6:35 AM To: Cc: Subject: Wire Instructions for Roger Thieme Adams County Charitable Fund CAUTION: This email originated from outside of the organization. Do not cli= ck links or open attachments unless you recognize the sender and know the c= ontent is safe. Hi, Dean. Please provide wire instructions for wiring funds to the Roger T= hieme Adams County Charitable Fund at Renaissance. I want to wire a contri= bution of $1,404,284 into the Fund from the Roger Thieme Living Trust's Cha= se account. Dan -------------------------- This email may contain confidential and privileged material for the sole us= e of the intended recipient(s). Any review, use, distribution or disclosure= by others is strictly prohibited. If you are not the intended recipient (o= r authorized to receive for the recipient), please contact the sender by re= ply email and delete all copies of this message. Littler Mendelson, P.C. is part of the international legal practice Littler= Global, which operates worldwide through a number of separate legal entiti= es. Please visit www.littler.com for more information. ________________________________ Dean Moore Financial Advisor Edward Jones 245 East Main Suite B Hermiston, OR 97838 (541) 564-9734 www.edwardjones.com If you are not the intended recipient of this message (including attachment= s) or if you have received this message in error, immediately notify us and= delete it and any attachments. If you do not wish to receive any email messages from Edward Jones, excludi= ng administrative communications, please email this request to Opt-Out@edwa= rdjones.com from the email address you wish= to unsubscribe. For important additional information related to this email, visit www.edwar= djones.com/disclosures/email.html. Edward D. Jones & Co., L.P. d/b/a Edward Jones, 12555 Manchester= Road, St. Louis, MO 63131 (c) Edward Jones. All rights reserved. -------------------------- This email may contain confidential and privileged material for the sole us= e of the intended recipient(s). Any review, use, distribution or disclosure by others is strictly prohibite= d. If you are not the intended recipient (or authorized to receive for the recipient), please contact the = sender by reply email and delete all copies of this message. Littler Mendelson, P.C. is part of the international legal practice Littler= Global, which operates worldwide through a number of separate legal entities. Please visit www.littler.com f= or more information. --_000_MW4PR15MB4491FBE651AB3D84AE81A089B7959MW4PR15MB4491namp_ Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable

Hi, Dean.  Would you please resend me the trans= fer request document for all shares of IVV only from the Roger Thieme Livin= g Trust account at Fidelity?  Dan

 

From: Moore,Dean R <Dean.Moore@edwardjones= .com>
Sent: Friday, March 17, 2023 9:06 AM
To: undisclosed.for.privacy@edwardjones.com
Subject: RE: Wire Instructions for Roger Thieme Adams County Charita= ble Fund

 

Good morning, Kelly and Dan.

 

I've been out of the office the last couple days and= have another event to get to this morning but I'll work on getting documen= ts together for the following:

 

1.  Transfer request document for all remaining= cash from the Kelly Thieme Andrews trust account at Fidelity.

 

2.  Transfer request document for all shares of= IVV only from the Roger Thieme Living Trust account at Fidelity.

 

3.  Renaissance does not accept direct wire tra= nsfers.  Those funds would have to come from a transfer from the Roger= Thieme Living Trust account we recently set up here at Edward Jones that i= s linked to the Roger Thieme Adams County Charitable Fund at Renaissance.  I will be sending instructions for completing a= wire transfer into an Edward Jones account to Dan momentarily.<= /p>

 

Please let me know if you have any questions.

 

Have a great weekend!

 

 

Dean R. Moore,  AAMS®

Financial Advisor | EdwardJones

 

245 East Main Street, Suite B

Hermiston, OR  97838

Office:  (541) 564 – 97= 34

Cell:  (509) 794 – 9759=  

Fax:  877 – 222 –= 5560

Website:  www.edwardjone= s.com/dean-moore

 

We focus on what's important to you.

At Edward Jones we use an established process to buil= d personalized strategies for your goals.

We then partner together throughout your life to help= keep you on track.

 

From:
Sent: Friday, March 17, 2023 6:35 AM
To:
Cc:
Subject: Wire Instructions for Roger Thieme Adams County Charitable = Fund

 

<= span style=3D"font-size:10.0pt;color:#9C6500">CAUTION: This email originated from outside of t= he organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. =

 

Hi, Dean.  Please provide wire instructions for= wiring funds to the Roger Thieme Adams County Charitable Fund at Renaissan= ce.  I want to wire a contribution of $1,404,284 into the Fund from th= e Roger Thieme Living Trust’s Chase account.  Dan


--------------------------
This email may contain confidential and privileged material for the sole us= e of the intended recipient(s). Any review, use, distribution or disclosure= by others is strictly prohibited. If you are not the intended recipient (o= r authorized to receive for the recipient), please contact the sender by reply email and delete all copies= of this message.

Littler Mendelson, P.C. is part of the international legal practice Littler= Global, which operates worldwide through a number of separate legal entiti= es. Please visit www.littler.com for more information.

 

Dean Moore

Financial Advisor

Edward Jones

245 East Main Suite B

Hermiston, OR 97838

(541) 564-9734

 

If you are not the intended recipient of this message = (including attachments) or if you have received this message in error, imme= diately notify us and delete it and any attachments.

If you do not wish to receive any email messages from Edward Jones, excludi= ng administrative communications, please email this request to Opt-Out@edwardjones.com from the email address you wish to unsubscribe.

For important additional information related to this email, visit www.edwardjo= nes.com/disclosures/email.html. Edward D. Jones & Co., L.P. d/b/a Edward Jones, 12555 Manchester Road,= St. Louis, MO 63131 © Edward Jones. All rights reserved.

 


--------------------------
This email may contain confidential and privileged material for the sole us= e of the intended recipient(s). Any review, use, distribution or disclosure= by others is strictly prohibited. If you are not the intended recipient (o= r authorized to receive for the recipient), please contact the sender by re= ply email and delete all copies of this message.

Littler Mendelson, P.C. is part of the international legal practice Littler= Global, which operates worldwide through a number of separate legal entiti= es. Please visit www.littler.com for more information.

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