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Insurance and Financial
Our featured business partners! (Click on the logo to go to their website.)
Banking & Financial
LEVEL 1 BUSINESS PARTNER BTC Capital Management is an affiliate of Bankers Trust Company, founded in 1917. As a hallmark of our business philosophy, the entire Bankers Trust organization is committed to Iowa and other communities we serve including Omaha, Sioux Falls and Phoenix.
BTC Capital has a long history of providing investment management services to nonprofit organizations. We offer decades of nonprofit and charitable investment management experience and abide by a disciplined, risk-aware philosophy enabling us to align our services with the mission and vision of our clients. With years of experience in serving members of the nonprofit community, our team of professionals excel in our ability to help build or enhance the financial underpinnings of organizations such as yours.
Contact Dave Jackson Investment Mgmt Consultant and Managing Director (515) 245 5655 Send Email Website
LEVEL 1 BUSINESS PARTNER - PaymentSpring is a developer-driven payment acceptance solution for everyone doing business online, in person and on the go. The secure gateway is fully customizable, so customers and donors will have a seamless experience. Setup is simple, and our partnership mentality puts a major precedence on transparent pricing and client support. Shared success is our ultimate goal.
Contact Brian McGarry Senior Vice President of Sales (402) 960 4527 Send Email Website
LEVEL 1 BUSINESS PARTNER - ACCESSbank is a Nebraska-owned community bank, providing outstanding customer service and products to business professionals in the Greater Omaha Community. As a committed contributor to our community, we support all non-profits and offer an excellent array of tools to help improve their cash flow, including an account that pays a competitive interest rate.
Contact Paul today to learn about our services. (402) 763-6019 Send Email Website
DA Davidson & Co. Lincoln - Omaha - Columbus DA Davdison was founded on five core principles: Partnership, Communication, Education, Solutions, and Trust. Over the years, company objectives have been modified to keep pace with changing customer and market demands. What has remained unchanged are our core principles. We believe that by working together through clear communication, education, and problem solving we earn and build trust from you, our clients. These tools build mutual respect, and these are the tools that we believe differentiate us from others.
Contact Bryan Schnieder today! (402) 392-7891 Send Email Website
Education Programs - We support scholarship programs to educational organizations for students who require financial assistance and mentoring programs for underserved youth.
Health and Human Services - Each year gifts are given directly to nonprofit organizations meeting health and human service needs.
Community Development Programs - We are involved in projects that promote long-term growth for low-to moderate-income communities.
Contact Megan Send Email Website
Westwood Trust, a wholly owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG), provides fiduciary services to high net worth individuals and families, foundations, endowments, corporations, public pension plans, and private retirement plans. With $5.4 billion in assets under management (as of December 31, 2015), Westwood Trust has offices in Dallas, Omaha, and Houston. Our experienced private wealth management team serves over 2,000 clients nationwide.
Contact Teri 402-361-2035 Send Email Website
Feltz Wealth PLAN is a full service Wealth Planning firm specializing in Retirement Plan Consulting and Foundation/Endowment Fund Management. We also offer Investment Guidance and Financial Wellness.
Contact Feltz Wealth PLAN today! Website
Wade Behlen, Retirement Plan Director 402-697-7269 Send Email
Jennifer Wilbeck, Key Account Coordinator 402-697-7261 Send Email
Emily Codr, Key Account Executive 402-697-5455 Send Email
Capital Consulting brings people together to build systems that create a better life. We design strategies in collaboration with leaders to take organizations to the next level of excellence. Our means (Action Plan) and ends (Positive Growth for All Concerned) are to facilitate "Change" by managing the plan, project, program, evaluation and reinvention.
Wild Willy Fireworks - Contact Bob Pelshaw at 402 401 9523 if you would like to take advantage of this great fundraising opportunity!
See our Members Only page for nonprofit revenue generation ideas: http://nonprofitam.org/page/RevGen
The Harry A. Koch Company -
LEVEL 1 BUSINESS PARTNER
The Harry A. Koch Co. is an independent insurance broker providing a full range of risk management and insurance products and services to clients locally, regionally and globally. Since 1916, The Koch Co. has understood the value of honesty, integrity, and quality service.
14010 FNB Pkwy, Suite 300, Omaha, NE 68154
233 S. 13th Street, Suite 1650, Lincoln, NE 68508
Universal Group, LTD -
LEVEL 1 BUSINESS PARTNER
Universal Group is an independent insurance agency, brokerage, and consulting company in Omaha, Nebraska, founded in 1982. With an Omaha legacy dating back to 1889, we remain locally owned and operated. Our name has changed, but our
mission has not. We still provide the Omaha metro area with the best products, service and advice available in the insurance and risk management field.
Contact Dan Headlee
INSPRO Insurance -
INSPRO, Inc. is a full-service insurance agency, offering all lines of property, casualty and employee benefits insurance, as well as experienced risk management professionals dedicated to helping our clients manage their total cost of risk. Since its beginning in the 1980's, INSPRO has focused on serving the nonprofit sector, whether through meeting its insurance and risk management needs or assisting with fund-raising projects.
Contact Gary Lee
Marcotte Insurance -
Our agency has been in business since 1927 and Mike Glaser has been in the business since 1982. We are an independent agency, meaning we represent multiple companies giving you an opportunity to receive one stop service for all your insurance needs: business, health and employee benefits. We currently insure nonprofits in the Omaha area and pride ourselves in helping these organizations with education and guidance to fit their mission.
Mike Glaser, Vice President
State Farm - Grant Mussman Agency
Auto Insurance - Home Insurance - Property Insurance - Business Insurance - Life Insurance - Health Insurance - Banking Products - Annuities
606 S. 72nd St., Omaha, NE 68114