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2021 Q4: Holidays at the OLG

 

Marisa & Morgan Owen, Anne & Cole Ashton, Leah Barrett & Chris Bowman, Brenda Kitto, Carrie & Jon McAleer. The Owen Legacy Group at a 20’s themed Christmas party held at Devil’s Toboggan.

 

Holidays at the OLG

 

The Owen Legacy Group and the Bozeman branch of D.A. Davidson donated over $5,100 to Operation Holiday. This program is hosted by Family Promise of Gallatin Valley to make sure that all children of the Gallatin Valley have a merry Christmas. This gift was prompted by an OLG client. If you have a worthy cause you would like us to consider around the holidays, please let one of us know.  

 

 

 

 

D.A. Davidson has a long-standing tradition of waiving the commission for any nonprofit on three trades in the month of December.  This is a gift to the nonprofit and to our clients who are making these gifts. The Owen Legacy Group and the Bozeman branch of D.A. Davidson waived commissions on $624,020 of donated securities.  We wanted to highlight this for you so that if you know a nonprofit who could benefit from this service, please don’t hesitate to let them know.