2023 Community Impact Report

When neighbors help neighbors, the whole community benefits. And that’s true prosperity.

2023 Community Impact Report

#1

2023 was another impactful year, and I want to take a moment to reflect on the incredible strides we’ve made together in fostering positive change within our communities.

Our commitment to corporate social responsibility remains steadfast, guided by the belief that community banks play a vital role in building a more equitable and sustainable society. Last year was particularly noteworthy as we continued our journey of making a meaningful impact through donations, volunteerism, large grants, sustainable practices and support for affordable housing initiatives.

2023 AWARDS

Corporate Philanthropists

Medium Companies

Puget Sound Business Journal

Best Workplaces

X-Large Companies

Puget Sound Business Journal

Most Admired Companies

Financial Services

Portland Business Journal

Best Bank

Best of the South Sound (WA)

America’s Best Banks

Best Small Bank by State (WA)

Newsweek

Honorable Mention

Community and Economic Development

ABA Foundation Community

Commitment Awards

One of the cornerstones of our philanthropic efforts was our financial contributions to various nonprofit organizations and community projects. We’re pleased to share that, throughout the past year, we donated nearly $1.5 million to causes aligned with our mission of supporting business and economic development, education and youth development, environmental stewardship, health and human services, and social equity. These contributions not only enriched the lives of those in need but also reinforced our dedication to being a responsible corporate citizen.

In addition to our financial commitments, our employees played a crucial role in giving back to their communities through volunteerism, board service and personal donations. Our teams collectively contributed 6,634 hours of their time and expertise to local charities, schools and community events. Their passion for making a difference exemplifies the values we hold and underscores our belief in the partnerships that make a positive difference in the lives of those we serve.

Jeff Deuel, CEO

Heritage Bank is committed to improving our communities by driving impact in the areas of:

BUSINESS & ECONOMIC DEVELOPMENT

EDUCATION & YOUTH DEVELOPMENT

ENVIRONMENTAL STEWARDSHIP

HEALTH & HUMAN SERVICES

SOCIAL EQUITY

We will pursue all of our community work and support with a holistic focus on equity and inclusion. Our thriving company culture engages our employees and inspires them to serve our communities in the pursuit of positive change.

TYPES OF SUPPORT

Sponsorships & donations

Corporate match

Employee donations & volunteering

Environment & Sustainability

We believe that our collective efforts can create a ripple effect and inspire others to join us in building a sustainable future.

REDUCE, REUSE, RECYCLE

We demonstrate environmental responsibility in various ways, including:

Continually reducing our carbon footprint with the consolidation of facilities

Using green janitorial products

Continually find ways to implement technology platforms that provide efficiencies and a paperless environment

Replacing standard light bulbs with LED bulbs that have a longer life and use less energy

Repurposing existing furniture whenever possible instead of buying new

Recycling at all locations across our entire footprint

SUSTAINABLE PRACTICES

We are focused on sustainability throughout our everyday business practices by:

Using technology that provides for a paperless environment and transactional efficiencies

eCycling old technology equipment to avoid filling landfills

Saving 66,870 plastic bottles (to date) from entering landfills by using bottle stations

Having a management-led Green Team Committee focused on bank-wide sustainability

ECOCHALLENGE: COLLECTIVE IMPACT & REFLECTIONS

The Heritage Bank Ecochallenge is a unique initiative designed to empower individuals and teams to take measurable actions that make a difference. It provides a platform for employees to come together and address critical environmental and social issues through small, achievable actions. Done through Ecochallenge.org, we’ve been hosting this event since 2020.

During the event, participants have the opportunity to choose from a variety of challenges, each focused on a specific aspect of sustainability. These include reducing waste, conserving energy, promoting biodiversity, supporting local communities and more. Participants can select the challenges that align with their interests and values, enabling them to make a meaningful contribution in areas that resonate with them.

Through the Heritage Bank Ecochallenge, employees are encouraged to incorporate sustainable practices into their daily routines. They then track their progress and can see the cumulative impact of their actions.

Last year was our biggest impact yet. In just one month, 210 participants and 28 teams completed 9,673 actions, resulting in:

42,238 gallons of water saved 15,374 minutes spent learning

pounds of CO2 saved 5,803 plastic items not sent to the landfill 1,693 miles not traveled by car (bus, foot, bike)

“The EcoChallenge went by so fast, but I know we’ve added new practices to our lives to help preserve the earth for future generations.”

– Amy

Our Culture & Our Communities

+ OUR CULTURE & OUR PEOPLE

Heritage’s success depends on the success of its people. As a result, Heritage is focused on enhancing employee empowerment through human capital and talent management. Our strong culture was built upon adherence to a welldefined company mission and values which aligns employees across all levels of the company to a common goal and enables them to reach their full potential.

We strive to improve our communities by driving positive economic growth for businesses and individuals of all income levels while ensuring the privacy and security of customer information. We continuously demonstrate our commitment to our customers and the communities, as exemplified by the array of loan, deposit accounts and service options that we offer.

– Digital banking services that are secure, cost-effective and sustainable

– Deposit products, such as Fresh Start Checking, that provides our customers the opportunity to reestablish a positive checking account history

– Flexible small business lending options:

– In-house quick decision small business lending

– Small Business Administration (SBA) lending

– Community development loans, investments and grants with a focus on:

– Affordable housing and community services: Working with multiple stakeholders to maximize lending and tax credits to construct multi-family housing and wellness facilities for those most in need, such as struggling families, homeless youths, elders, disabled persons and veterans.

– Economic development, revitalization and stabilization: Established the subsidiary, Heritage Bank Community Development Entity (HBCDE), which encourages investments in low-income communities through a subsidized loan fund. We also partner with the SBA for higher dollar small business lending and offer the Main Street Tax Credit program for lending in opportunity zones.

Diversity, Equity & Inclusion

We recognize and appreciate the importance of creating an environment where all employees feel valued, included and empowered to do their best work. We recognize that each employee’s unique experiences, perspectives and viewpoints add value to our ability to be the leading commercial community bank in the Pacific Northwest.

We have a Diversity, Equity and Inclusion (DEI) plan, statement, council and officer who has been certified by the National Diversity Council. The DEI Council is made up of a diverse group of employees and is a critical driver in fostering organizational change and establishing a dedicated focus on DEI priorities.

2023 ACTIVITIES

– Submitted our responses to the National Diversity Council (NDC) Diversity Index, which rated our efforts in Community Outreach and Corporate Social Responsibility among the best companies

– Submitted FDIC Diversity Self-Assessment

– Published monthly articles highlighting DEI issues and events

– Created an “Everyone is Welcome” poster for all locations to promote inclusion and belonging

– Assigned quarterly “Inclusion Insights” video training courses to all employees

– Engaged Jennifer Brown Consulting to deliver Inclusive Leadership Training to over 200 leaders

– Provided ongoing training to DEI council members

– Presented an overview of DEI activities to board of directors

CIVILITY, HAPPINESS & PINK LEMONADE

People being civil to each other is what makes the world a better place. It’s also the key focus of National Civility Month, which is held in August each year. This holiday was created to help the world remember to treat others the way we all wish to be treated—with kindness, empathy and respect.

August is also Happiness Happens Month, a time to remember that happiness can be found in the little things and that spreading joy to others can help make the world a better place. One way that people celebrate Happiness Happens Month is to toast each other on August 8 with pink lemonade.

Teams around our footprint celebrated both by getting together and drinking lemonade.

We reinforce our commitment to diversity by partnering with organizations that are also focused on building healthier, more resilient, and inclusive communities.

Black Indigenous

People of Color (BIPOC)

Black United Fund of Oregon

Sabin CDC

Unite Oregon

Coalition of Communities of Color

Culturally Specific Organizations

Intellectually & Developmentally Disabled (IDD)

Sea Mar Community Health Centers

Latino Network

Native American Youth and Family Center

El Centro de la Raza

Wonderland Child & Family Services

Work Opportunities

Serendipity Center

Little Bit Therapeutic Riding Center

LGBTQIA+

Cascade AIDS Project

San Juan Island

Pride Foundation

Basic Rights Oregon

TASTE for Equity

Low- to Moderate-Income Individuals

Homestead Community Land Trust

Community Action of Washington County

Blanchet House

Rainier Scholars

Emerging Leaders

Portland

Military & Veterans

Stronger Families

The Permission to Start Dreaming Foundation

American Lake Veterans Golf Course

Youth

p:ear

Junior Achievement

Swan Vocational Enterprises

RAVE Foundation

Friends of the Children

MONTHLY CELEBRATIONS

Martin Luther King Jr. Day • Black History Month • Best Buddies

Friendship Walk • Ramadan • Passover • Asian American Pacific

Islander Heritage Month • Pride Month • Disability Pride Month •

Juneteenth • National Civility Month

Age Inclusivity Month

National Hispanic Heritage Month

Native American Heritage Month

Day • Movember • Holiday Celebrations Across the World

Veterans

Corporate Match Program

Heritage Bank will match each employee’s donation dollar-for-dollar to the community organization of their choice, up to $100 each year.

In 2023, the bank matched $37,285 in employee donations through efforts such as these:

UNITED WAY EMPLOYEE

PLEDGE CAMPAIGN

OCTOBER 24-NOVEMBER 4

Our United Way Employee Pledge Campaign is a long-time tradition that started back when employees had to fill out a physical form and send it in. Today, our employees continue to give back in a big way, donating over $43,000 to the local United Way chapters throughout Washington and Oregon.

$60,000

$50,000 $40,000 $30,000 $20,000 $10,000

Bank Match $15,000

MATCH MADNESS

Our annual corporate match event, Match For Good, was a resounding success, exemplifying our commitment to philanthropy and community engagement. During this special occasion, employees had the opportunity to have their charitable donations matched two-to-one by the bank. The executive team also pools their money to make a big impact at a local organization. Over the years, they’ve donated to Plymouth Housing, Junior Achievement and Community Roots Housing. In total, they’ve given over $14,000. This year, their joint donation went to Financial Beginnings.

This event not only encouraged a spirit of giving among our workforce but also significantly amplified the impact of our collective efforts to support various charitable causes. The event served as a testament to our company’s values and the importance we place on making a positive difference in the communities we serve.

Weekly bonus match winners:

Stephanie Neurer – Emergency Food Network

Colette Weber – Friends of Little Sài Gòn

Erica Bolvin – Girls on the Run Puget Sound

Jamie Louie-Smith – Kids FIRST

Al Shott – The HUB Youth Central

Employee Donations $43,638

FUNDRAISING GOAL

$0 $30,000 $20,000 $10,000

TOTAL $58,638 TOTAL $30,615

Bank Match $8,330

Employee Donations $22,285

$0

“I donate to the Alzheimer’s Association in memory of my grandma and grandpa who both lost their fight against Alzheimer’s and dementia. My hope is that by donating, we can help find a cure so that others don’t have to lose people they love to this terrible disease.”

– Shannon

“I have both friends and very close family members who have struggled with substance abuse, many of whom have lost their struggle. The Everett Recovery Cafe is one of the few places I’ve found that accepts all those dealing with active addiction, offering them food and a safe place to be as well as many avenues to recovery.”

– Marcia

“Compass Health serves low-income individuals, including those who are homeless, and provides child, adult and family counseling, school counselors, crisis intervention and emergency services—all things needed to better our community’s well-being.”

– Eric

Environmental Stewardship $96,505

CORPORATE GIVING

$1,469,601

to 627 organizations including:

Tacoma Housing Authority

Homestead Community Land Trust

Black United Fund of Oregon p:ear

Sea-Mar Community Health Centers United Way

Large Grants

LATINO NETWORK

Latino Network was founded in 1996 by community leaders who grew concerned about the lack of adequate resources to meet the needs of the growing Latino community in Multnomah County, Oregon. Today, they’re a Latino-led education organization, grounded in culturally specific practices and services, that lifts up youth and families to reach their full potential. They promote early literacy, encourage parent involvement, work with gang-involved and adjudicated youth and families and provide academic support and activities to high school aged youth.

To further support their mission, Latino Network plans to build a new 18,000 square-foot facility that will provide the Portland metro region’s Latino population with space to dream, hope, learn and grow for decades to come.

The new building, called La Plaza Esperanza, will be located in the Rockwood neighborhood of Gresham, Oregon, a diverse and underresourced neighborhood where culturally specific services have not kept pace with population growth. Approximately 50,000 Latino residents live within just five miles of the location, according to Census data.

The new facility, strategically placed across the street from the local Boys & Girls Club and New Avenues For Youth, will allow the organization to increase the capacity of current programs and add new services in areas of high need, such as mental health, family counseling and immigration services. When complete, La Plaza Esperanza will provide a wide variety of programming for all ages, including an onsite culturally specific preschool, youth programs (like volunteering and job training) and gathering spaces for celebrations, events, community meetings and festivals.

In addition, benefits for the community will include:

– Promoting closer ties between the Latino community and the broader population

– Strengthening the regional Latino community

– Celebrating diversity and promoting equity in Portland’s metro area

The $21.5 million dollar project has secured $23.3 million in committed funds, including $8 million from state funding and $1.5 million from a Murdock Trust grant. Heritage Bank has committed

$40,000 over four years. Meyer Memorial Trust, Oregon Community Foundation, The Collins Foundation and Multnomah County have also made major contributions.

Following completion of the building, Latino Network will continue community engagement efforts to ensure the building is responsive to the programmatic needs of the region’s Latino community. When complete by Fall 2024, La Plaza Esperanza will expand the impact and reach of Latino Network as a trusted resource for the region’s Latino community throughout Portland.

HOPE RISING CLINIC

Hope RISING Clinic was created by Wonderland Child and Family Services, an agency dedicated to serving children with developmental delays and disabilities, after they began seeing an increase in referrals for infants and toddlers with prenatal substance exposure (PSE).

One in ten children born in the United States are impacted by PSE, which equates to approximately 165,000 children in Washington State. PSE is a developmental disability, and children need specific, targeted interventions to learn how to manage lifelong symptoms. When untreated, PSE is a root cause of poverty, child welfare involvement, school dropout rates, homelessness and incarceration.

Sixty-one percent of children with PSE are suspended or expelled from school by age 12, and 60% of kids with PSE experience trouble with the law by age 13. Early identification, diagnosis and treatment are critical to changing these children’s trajectories.

The clinic uses trauma-informed care to give children and caregivers the tools they need to thrive at home, in school and beyond. Today, they serve approximately 100 families each month, many of whom are low income, face temporary or unstable housing and have extensive histories of trauma.

Services include:

– Occupational, speech, and language therapy

– Mental/behavioral health and caregiver counseling

– Feeding support

– Sensory processing support

– Educational advocacy, psychoeducation, social skills support and groups

– Links to community resources

Hope RISING Clinic is currently the only clinic in the state offering comprehensive services for this underserved population.

Wonderland is working with the state of Washington to document and share the Hope

OTHER LARGE GRANTS

Blanchet House

$60,000 over four years

Homestead Community Land Trust $50,000 over two years

p:ear $100,000 over five years

Unite Oregon

$60,000 over four years

RISING Clinic treatment model and establish sustainable funding for families impacted by prenatal substance exposure across the state.

Heritage Bank has committed $20,000 over two years to help support this plan and further Hope RISING Clinic’s goal of giving kids the best tools for leading healthy and productive lives.

Heritage in the Community

A group of employees volunteered at Store to Door, a nonprofit that provides food access, food security, social connection and community support for homebound seniors and adults living with disabilities in the Portland metro area.

The Boise commercial banking team joined up with Rake Up Meridian to clean up the yards of seniors and those unable to do yard work due to physical constraints.

Teams from our Oak Harbor and Coupeville branches worked together to wrap gifts and greet/assist shoppers at Holiday House North. The organization provides parents and caregivers facing financial hardship the opportunity to provide a holiday experience for their children.

A group of employees volunteered at SMART Reading, a nonprofit in Portland, Oregon, that provides two critical ingredients for literacy success: shared reading and access to books. Margot Swanson, relationship banking officer, said, “It was so fun to be immersed in the world of children’s books for a few hours! We are truly lucky to have this great nonprofit serving children across our state.”

2023

A few employees from the King County area joined together to hand out water bottles, juice boxes, granola bars and other goodies to the runners and walkers of the Foundation for Edmonds School District Celebrate Schools 5k. Funds raised benefit local schools and important foundation programs that help children, families and teachers in the Edmonds School District.

Our Eugene team presented a generous donation of $2,000 to the Boys & Girls Clubs of Emerald Valley at a Eugene Emeralds baseball game. The funds will help provide valuable resources to the children in the community.

Employees in the Vancouver and Portland areas volunteered in the William Temple House food pantry by organizing donations and repacking bulk food into smaller portions.

TOTAL HOURS VOLUNTEERED 6,634

ORGANIZATIONS SERVED 256 EMPLOYEES PARTICIPATING 619

Affordable Housing

COLUMBIA NON-PROFIT HOUSING

Vancouver, WA

Columbia Non-Profit Housing (CNPH) is a nonprofit entity that was established in 1981 to provide affordable housing for seniors. CNPH serves as the sponsoring organization for several affordable housing projects developed in Clark County, Washington, and has developed 13 properties comprising more than 400 apartments that provide lowincome seniors with a comfortable and stable place to call home.

One of their newer properties, Laurel Manor, is an 82-unit apartment building for seniors 62 and older that will be centrally located in Vancouver’s Bagley Downs neighborhood. Construction began in summer 2023, with an anticipated completion date of December 2024.

Half of the units will be for seniors at or below 30 percent of the area median income and the other half at or below 50 percent of the area median income. One-fifth will house seniors exiting homelessness.

Laurel Manor will have a community room, library, computer room, gym, staff offices and private space for visiting health professionals. Outside, residents can access a walking trail, patio and community garden plots.

Additional amenities include:

– Near The Vine (transit system)

– Near shopping

– Near restaurants & fast casual dining

– Onsite laundry

– Community gardens

– Sports court

– Electric vehicle charging

Laurel Manor is part of the U.S. Department of Housing and Urban Development’s (HUD) Section 202 Supportive Housing for the Elderly Program, which provides capital advances to finance the construction, rehabilitation or acquisition with or without rehabilitation of structures that will serve as supportive housing for very low-income elderly persons, including the frail elderly, and provides rent subsidies for the projects to help make them affordable.

Heritage provided a $17.7 million construction loan as well as invested $21.4 million in equity to help fund this project.

+ OTHER AFFORDABLE HOUSING PROJECTS

Devonshire (Community Roots Housing) – Seattle, WA

New construction of 62 affordable housing units

Senior Housing (Korean Women’s Association) – Tacoma, WA

New construction of 81 affordable housing units

The Four Amigos-Beloved Community (El Centro de la Raza) – Tacoma, WA

New construction of 87 affordable housing units

CATHOLIC CHARITIES OF OREGON

Portland, OR

Catholic Charities of Oregon, in partnership with the St. Francis of Assisi Catholic Church, began building Francis & Clare Place in 2023 which will provide 61 units of affordable, permanent supportive housing in the Buckman neighborhood of southeast Portland. The building will be adjacent to St. Francis of Assisi Catholic Church and the St. Francis Park Apartments.

The planned apartments will provide people experiencing chronic homelessness with access to whole-person supportive care and a range of onsite social safety-net services to help them reintegrate into the community.

Planned amenities for residents include a “quiet room” that offers residents a dedicated space to decompress or reflect and an onsite classroom that will support workshops and classes from Catholic Charities’ supportive service programs. Additional culturallyresponsive services will also be provided by Native American Rehabilitation Association of the Northwest.

This Catholic Charities of Oregon sponsored transaction is the second of two complexes located in an area that has been especially hurt by homelessness.

Heritage provided $12.4 million in financing to help fund this project.

BLACK HOME INITIATIVE COMMUNITY PARTNER

We’re honored to join the Black Home Initiative network so we can further support Civic Commons’ work of increasing the affordable housing supply and creating change and opportunity for Black homeowners. Because we know our joint impact can be far greater than the sum of our individual efforts.

“Discriminatory housing practices such as redlining and restrictive covenants have a long history in Greater Seattle—creating a staggering wealth gap that persists today. Black Home Initiative (BHI) targets the racial inequities at the core of the housing ecosystem in an effort to increase homeownership among Black households.

At Civic Commons, we know that families thrive when they have the opportunity to build assets and pass them down to future generations. For wealthier households, building intergenerational wealth typically includes owning property.

But institutional racism has cut off many Black families from accessing this path to prosperity. Here in Greater Seattle, our region’s ugly history of redlining, restrictive covenants and lending discrimination has boosted the intergenerational wealth of white families while blocking people of color from becoming homeowners.

Black Home Initiative is a new regional effort to address these systemic injustices. Our goal: Generate 1,500 new Black homeowners in the next five years in South Seattle, South King County and North Pierce County.”1

1 Excerpt taken from the Civic Commons website: www.civic-commons.org/bhi

Rendering courtesy of Holst Architecture

On September 13, our entire bank proudly embraced its commitment to the community through a company-wide volunteer day for a second year in a row. With nearly 600 dedicated employees and over 50 enthusiastic participating organizations, this event showcased our dedication to giving back and making a meaningful impact on our communities.

The results of this company-wide volunteer day were nothing short of remarkable. Collectively, employees logged 1,770 volunteer hours in just three short hours. Houses were painted, food was repacked, community spaces were cleaned up, donations were sorted and so much more.

As we look ahead, our commitment to social responsibility remains unwavering, and we’re excited about the positive change we can continue to create together.

“The Heritage Bank crew here yesterday were exemplary, taking care of muchneeded chores and doing so with smiles and huge hearts. We could not continue our work of finding homes for adoptable dogs and cats without the care and dedication of our community partners.”

– Jeff Howe, The NOAH Center

PARTICIPATING ORGANIZATIONS

Anacortes Rotary | Arlington Kids’ Kloset | Auburn Food Bank | Ballydídean Farm Sanctuary | Birch Community Services | Birthday Dreams | Blanchet House | Camano Center | Catholic Community Services | Children of the Valley | ChildStrive | City of Hillsboro Parks and Recreation | Clark County Food Bank | Community Action of Skagit County | Community House on Broadway | Economic Development Council San Juan County | Emmanuel Food Pantry (St. Andrew Catholic Church) | Family Education and Support Services | FISH of Vancouver | FOOD For Lane County | Gifts From The Heart Food Bank | Global Gardens | GRuB | Habitat for Humanity for Island County | Habitat for Humanity Whatcom County | Helping Hands Food Bank | Hope Creek Charitable Foundation | Housing Hope | Junior Achievement of Washington | Little Bit Therapeutic Riding Center | Longview Downtowners | MustLuvBoxers Rescue | NW Furniture Bank | One Community One Family | Parkinson’s Wellness Place | Pasado’s Safe Haven | Portland Backpack

| Shelton Youth Connection | South Sound Reading Foundation | South Whidbey Good Cheer Food Bank | Step by Step | Tacoma/ Pierce County Habitat for Humanity | The Associated Ministries of Tacoma-Pierce County | The NOAH Center | Thurston County Food Bank | Toppenish Community Chest Food Bank | Tualatin Riverkeepers | Whatcom Humane Society | Wolf Hollow Wildlife Rehabilitation Center | Yakima Union Gospel Mission | YWCA Yakima

“I really value these types of events, and the idea that our whole company is out at the same time making a difference throughout our footprint is absolutely amazing!”

– Staci Lindstrand, VP, Branch Manager, Everett

Here are some of the projects employees worked on during Volunteer Day.

THURSTON COUNTY FOOD BANK

One team repacked bulk shelf-stable food items into ready-to-eat bags while another worked on packing Thanksgiving Day bags. In total, the teams assembled 1,260 bags on 21 pallets which will help feed 6,210 individuals and families in Thurston County, Washington.

HOUSING HOPE

Employees visited a property in Sultan, Washington, that had an unusable playground for over two years. The team of four spread wood chips, weeded and brought joy back to the park for children in the nearby apartment complex to enjoy.

NW FURNITURE BANK

Together, the team built eight desks, five coffee tables, two nightstands, three cabinets and one couch that will be put out in one of the two furniture retail stores located in Tacoma and Vancouver, Washington. This furniture is provided for free to people fleeing domestic violence, who have lost their home to a disaster or are leaving transitional housing.

BRETT WILLIS

SVP, Commercial Banking Officer

288 HOURS

“I’ve worked at a few banks over the course of my career where community service was required but not necessarily supported. Heritage Bank, from the first day I began working here, has never wavered from its commitment to supporting both the communities we serve as well as its employees’ individual volunteer efforts. I’ve been fortunate to have served for 11 years as a trustee on the board of Pierce College Foundation. This will be my last year. It’s been an amazingly rewarding experience getting to witness students of all backgrounds and ages work through adversity to achieve their goals and dreams. The skills I’ve garnered over this last decade have made me a better listener, a more creative problem solver and more aware of what our community needs— and I truly believe this has translated into stronger relationships with both my community, my clients and my coworkers. I will be forever grateful that Heritage has afforded me the time and resources to do this important work and be involved in the community where I live and work.”

Volunteers of the Year

LINDA REID

SVP,

Relationship Banking Officer

250 HOURS

“I have a huge passion for volunteering and community service, and I am so fortunate to work for a company that’s supportive of giving back to our communities. My role at Heritage Bank as a relationship banking officer—and someone who works closely with a lot of nonprofits— has opened a lot of opportunities for me to serve. I’m currently a board member of Vancouver’s Downtown Association, the City of Vancouver’s Culture, Arts and Heritage Commission, the Metropolitan Performing Arts, Family Solutions and Washington State University’s Business Growth Mentor & Analysis Program. I also spend “fun” time volunteering for organizations like Fosterful, Columbia Play Project, Pink Lemonade Project, the Parks Foundation for Clark County, Humanities Washington and Children’s Home Society.”

Brett has been with Heritage Bank since 2016 and has been in banking for over 30 years. He has broad experience in commercial lending and business banking, with a focus on commercial and industrial (C&I) industries, commercial real estate, contractors, manufacturers, healthcare, nonprofits and distributors. In his community, Brett serves on the board for the Pierce College Foundation and volunteers at the Tacoma Art Museum, Emergency Food Network and NW Furniture Bank. In his free time, he likes to be outdoors hiking, running and doing yoga. He and his wife have been married for almost 40 years and live on farmland that has been in his wife’s family for 100 years.

Linda has been in banking for over 40 years mostly specializing in nonprofit and small business banking, including 20 years of experience in commercial real estate. She is responsible for sales, management and retention of clients and is dedicated to creating new ways to enhance existing relationships. She is actively involved in her local community, serving as a board member for Vancouver’s Downtown Association, the Clark County Mural Society, the Nonprofit Network of SW Washington and Washington State University Business MAP Growth Program. Linda also serves on the Culture, Arts and Heritage Commission and the Lodging Tax Committee with the City of Vancouver and is an active committee member for the Parks Foundation of Clark County, Magenta Theater, the Children’s Home Society and Humanities Washington.

Heritage Bank believes in the possibilities for each and every person—and the power of community to improve the lives of those around us.

Learn more about our commitment to community at heritagebanknw.com/community.