Helping Those Who Help Others

Nonprofit Organizations

Heritage Bank of Commerce has a long history of providing just the right banking and lending solutions to support hundreds of nonprofits throughout the San Francisco Bay Area.

Our communities thrive thanks in large part to the tireless work of these many dedicated organizations, and we’re proud to offer customized products and services to help them achieve their missions.

CONTACT AN EXPERT
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Each Mission is Unique

Serving Nonprofits

As a community-oriented financial institution, HBC connects each nonprofit organization with one single point of contact backed by a team of experts who will work with you to understand your unique banking needs. These dedicated and experienced relationship managers offer:

  • Knowledgeable, locally focused decision-making
  • Experience with nonprofit banking best practices
  • Connections and resources from around the industry
  • Personal commitment to serving nonprofits and their missions

Understanding the Needs of Nonprofits

Products and Services

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Courtesy of Family Giving Tree

Legacy Checking

A non-interest-bearing checking account available to qualified Nonprofit Organizations and Foundations.

  • No minimum opening deposit
  • No monthly service charge**
  • First order of standard checks is complimentary

A non-interest-bearing analyzed checking account available to qualified Nonprofit Organizations and Foundations with moderate to high activity levels.

  • No minimum opening balance
  • No monthly service charge**
  • Earnings Credits on account balances may offset some or all of activity charges**
  • First order of standard checks is complimentary

The Premium Legacy Account is an interest-bearing checking account designed for our Nonprofit Organizations and Foundations with low to moderate activity levels.* Features of this account include:

  • No minimum opening balance
  • No monthly service charge**
  • Minimum balance required to earn the disclosed Annual Percentage Yield (APY)
  • Two complimentary Official Checks per month

An interest-bearing analyzed checking account developed for Nonprofit Organizations and Foundations with high activity levels.

  • No minimum opening deposit
  • Earnings credits on account balances may offset some or all of activity charges**
  • Minimum balance required to earn the disclosed Annual Percentage Yield (APY)
  • Two complimentary Official Checks per month

Benefits of the Legacy accounts include:

  • Discount on annual safe deposit box rental fees (safe deposit boxes are not FDIC Insured)
  • Complimentary basic online banking
  • CommUNITY credit card (subject to approval)

We offer a portfolio of products and services designed to help with your most important treasury management needs including:

  • Online Banking with Bill Pay
  • Remote Deposit Capture
  • Positive Pay

Please contact a local branch for more details about fees and account terms

*Subject to review for high volume or non-standard activity.
**Subject to change at any time. Other fees may apply.

Serving the Community Together

A Few Words from Our Nonprofit Partners

Sonya M. Tetnowski
Chief Executive Officer, Indian Health Center of Santa Clara Valley

"Heritage Bank continues its legacy of investing in the next generation of leaders. Their continued support of the Indian Health Center of Santa Clara Valley's Youth Empowerment and Workforce Development has allowed our young leaders to grow and build those foundational skills that will last throughout their lives. We are honored to call Heritage Bank a partner and appreciate their investment in our community!"

Ryan C. Eisenberg, Ed.D.
Executive Director, AchieveKids

"Heritage Bank of Commerce has been a strong partner in helping AchieveKids meet our mission and the challenges we face in operating a non-profit in Silicon Valley. As easy as picking up the phone, Heritage has been a strategic partner, including facilitating introductions to other non-profits and helping us meet the challenges we face as we continue to thrive. We value having Heritage as our banking and business partner."

Christophe E. Rebboah, LMFT
Chief Executive Officer, Rebekah Children's Services

"Over the past decade, Heritage Bank of Commerce has been an instrumental partner in furthering our mission of seeing our community flourish by building pathways to hope, happiness, and well-being. Jeff Perkins and his outstanding South County team have provided unparalleled financial services and resources which have enabled Rebekah Children's Services to preserve our community's mental health safety network. We are honored and privileged to serve at your side to ensure that all of Santa Clara County residents’ needs are met."

Steve Sullivan
Executive Director, Housing Industry Foundation

"For over eight years, Heritage Bank of Commerce has been a strong HIF supporter and a valued collaborator, both as a board member and as our bank. Their expertise helped us manage several growth stages as we scaled our complex Housing Programs. Plus, the Heritage team is always so positive and responsive. This was especially evident during the pandemic when our emergency housing programs were crucial to so many in the communities we both care about so deeply."

Darcie Green
BCPA Executive Director, Latinas Contra Cancer

"We are growing an organization with big dreams and an even bigger vision of what is possible for our community. Our partnership with Heritage Bank of Commerce has been important to our growth and sustainability. They are helping us continue to be there for our clients in their time of need."

How Can We Help?

Our Nonprofit Support

Let us help find the right banking solutions to support your organization.

Image of Janikke Klem

Janikke Klem

Senior Vice President, Nonprofit and Community Relations Officer

Phone: 408.494.4568 Janikke.klem@herbank.com

Eric Glader

Eric Glader

Senior Vice President, Nonprofit and Community Relations Officer

Phone: 650.579.1512 Eric.Glader@herbank.com

Kamaldeep “KD” Kaur

Senior Vice President, Nonprofit and Community Relations Officer

Phone: 510.869.7022 Kamaldeep.Kaur@herbank.com

**Warning: email address is not secure and confidential information should never be emailed.

From Across the Industry

Insights for Nonprofits

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Nonprofit Fraud Prevention

Fraud Prevention for Nonprofit Organizations Fraud can have a devastating impact on organizations, particularly nonprofits, which often have limited resources to prevent or recover from losses. As financial transactions and fraud schemes become more complex,

  • Nonprofit Image

Succession Planning for Nonprofits

Succession Planning: A Key to Nonprofit Stability Succession planning is vital to maintaining an organization’s stability and safeguarding its future. It provides leadership continuity, reduces operational disruptions, and allows for rational responses during times of

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Online Security

As your financial institution, Heritage Bank of Commerce is constantly reviewing emerging risks that may negatively impact your business or put your finances at risk. Business Email Compromise There continues to be a significant global

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