Nonprofit Insurance and Financial
Welcome to the NAM Marketplace | Look Inside for Member Benefits!

Insurance and Financial

Our featured business partners!


Banking & Financial

NAM Financial Services

Sustainable nonprofits practice sound financial principles. The challenge comes in establishing systems and, for some nonprofits, managing them. NAM’s new Financial Services program provides NAM members with quality, affordable, fee-for-service financial assistance. NAM’s Financial Services Director can help with your accounting needs while you focus on your mission.

Contact Tracy Shutt at to learn how a partnership with NAM Financial Services could benefit your organization.



LEVEL 1 BUSINESS PARTNER At TS Prosperity Group, we plan for your nonprofit's future as if it were our own, managing risk for your greater reward.  We Practice Risk Management First, and Return Second. Our 90+ years in investing have taught us one lesson above all others: our client’s needs must always come first.  Contact Kristi today - (712) 487-0329  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


 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


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 Patti 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


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


Aon is a leading professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. The Omaha office is comprised of 55 employees and handles health and benefits and risk clients from 50-5,000 employees. 

Contact Michaela Valentin today! 402.697.5254 Send Email Website



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.

Contact Kim today!  402.502.6072 Send Email Website



Fundraising & Donor Management





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:




The Harry A. Koch Company - 


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

(402) 861-7000

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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
(402) 970-3309
Send Email


UNICO Insurance -

With four locations and more than 100 team members across seven states, UNICO Group has grown to be one of the leading insurance and financial solutions providers in the Midwest. Even better—we’re experts who’ve mastered the art of collaboration, offering you even more resources under one roof.

Shane Ideus, Executive Vice President, Risk Consultant
(402) 434-7215
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