NONPROFIT BANKING WITH HERITAGE
Your mission
is our mission.
At Heritage, we understand that, for you, managing a nonprofit organization comes with a unique set of challenges. On one hand, it's a reward and privilege to serve the community, and on the other, it can be rife with operational problems that need smart solutions.
WHY HERITAGE NONPROFIT BANKING
In-depth knowledge.
Invaluable insight.
Heritage nonprofit advisors are experienced in working with a wide range of nonprofit organizations. Designated bankers can help you navigate the complexities of nonprofit banking with solutions fully aligned with your mission, vision and objectives. We work with you to help explain your financing options, facilitate introductions and provide critical financial strategies to help streamline your organization and maximize every opportunity.
MEET OUR BANKERS +
NONPROFIT INTEREST PLUS CHECKING*
With our Nonprofit Interest Plus account, you are eligible for a special banking package valued at over $1,500 per year. This is our commitment to our nonprofit partners.
No monthly maintenance fee for Heritage Direct, business online and mobile banking with customized users and authority levels, and $200 credit toward initial check order with Vericast (formerly Harland Clarke). Also, get access to one of the following with no monthly maintenance fee and no setup fee:
- Desktop check scanner
- ACH electronic payments
- Corporate bill pay featuring dual control
*This package is only available to eligible 501(c)(3) and 501(c)(6) nonprofit organizations. $50,000+ in relationship balances required. Special package pricing valid while the nonprofit account associated with the services remains open. We may discontinue offering this package at any time. If additional services are added, standard fees are charged. Contact us for eligibility and additional details.
Heritage Helps
Building Communities. Bridging Divides.
At Heritage Bank, we’re committed to making a difference in the communities we serve. Backed by $50 million in funding, the Heritage Bank Community Development Entity (HBCDE) supports entrepreneurship and investment in underserved areas through subsidized loans at half the cost of conventional options. With 60% of our loans focused on businesses in economically distressed areas, we help small to mid-sized businesses grow and thrive.
CONTACT A BANKER +Affordable Housing
Since 2015 Heritage Bank has invested $250 million of equity and provided $425 million of construction loans.
COMMUNITY DEVELOPMENT ENTITY (CDE)
Heritage Bank has contributed $90 million of equity to support the lending activities of the CDE.
SMALL BUSINESS FLEX FUND
Heritage Bank provided the first loan ($10 million) to help Washington’s small businesses and nonprofits recover from the pandemic.
Your mission is our business
CLIENT TESTIMONIALS
Hear from our nonprofit partners
Emergency Food Network
“We were at our maximum operating capacity just trying to get food out the door when we needed a loan. We wouldn’t have been able to get through this complicated process withouth Heritage Bank. They were awesome!”
MICHELLE DOUGLAS
CEO | EMERGENCY FOOD NETWORK
LAKEWOOD, WASHINGTON
CEO | EMERGENCY FOOD NETWORK
LAKEWOOD, WASHINGTON
An organization providing Pierce County with consistent, diverse and nutritious food supply.
El Centro de la Raza
“Heritage Bank is clearly committed to communities of color—from supporting childhood development centers to housing and other areas. We are happy to partner with them.”
ESTELA ORTEGA
EXECUTIVE DIRECTOR | EL CENTRO DEL LA RAZA
SEATTLE, WA
EXECUTIVE DIRECTOR | EL CENTRO DEL LA RAZA
SEATTLE, WA
An organization that uses social, cultural, educational, economic and civic activities as vehicles to unite peoples of all races.
PRODUCTS FOR YOUR NONPROFIT
Your mission should always come first. That’s why we created the best mix of banking products, so you can focus on what matters most.
Deposit Accounts
Explore our deposit accounts, designed to meet your organization’s unique needs as a nonprofit, so you can focus on your mission.
EXPLORE DEPOSIT ACCOUNTS +Lending Options
ou deserve a banker who goes beyond the conventional. One that can clearly explain your lending options, helping give your nonprofit the opportunity to thrive. We want to be by your side to help finance your mission
EXPLORE LENDING OPTIONS +Treasury Management
Our suite of products is designed to enhance your nonprofit's efficiency, making your time and financial resources more manageable.
EXPLORE TREASURY MANAGEMENT +Maximize Your Fundraising Efforts
On-demand donation management.
Maximize your mission with tools built for nonprofits. Converge® lets you accept payments online or anywhere—securely and quickly.
- Securely store donor profiles and card details for recurring donations.
- Email invoices to sponsors and vendors and allow them to pay with a simple click.
- Set up a list of donation levels and merchandise with prices and descriptions for a smoother checkout process.
- Use a tablet or payment terminal to accept in-person payments.
- Track a campaign’s performance and export data to management and accounting systems.
- Add staff and volunteers and assign permission levels.
Equal Housing Lender