Community Outreach

COC_logo_website“I’m proud that our employees continue to take pride and action in helping others and going above and beyond their job at work to make a difference.”
– Jim H. McDaniel, CEO/President

Through HTCares Community Outreach, Heritage Trust actively strengthens and supports outreach initiatives within our community. Each year, Heritage Trust employees give their time and money to support local and national charities and families and children in need. Our efforts include work with the American Red Cross, Muscular Dystrophy Association, American Heart Association, Relay For Life, Trident United Way, GIFT Mentoring Program, Special Olympics, Children’s Miracle Network, GEARup program and many more. We also provide ongoing financial literacy and education to employees of our Select Employee Groups (SEGs).

In an effort to better serve our members and the local community, all requests for donations and contributions from Heritage Trust Federal Credit Union must meet the following eligibility and submission guidelines. Please review the information below and determine if your request meets our criteria.

These guidelines will not cover every possibility, special need, or opportunity. All donations are evaluated on an individual basis.

Sponsorship Philosophy

Heritage Trust Federal Credit Union is committed to actively supporting the local community and schools in which our members live and work. We will provide resources to charitable, educational, and civic outreach efforts that parallel our mission of social outreach, financial education and building better communities.

These guidelines are federally regulated by the NCUA.

In order to be considered for funding, requests must fall into one of the following primary areas of focus:

  • Youth financial literacy and general education
  • Adult financial literacy education
  • Community social programs
  • Heritage Trust member organization sponsorships

Preference will be given to requests that:

  • Are located within our market area
  • Fulfill a recognized need and benefit the community
  • Organizations we have assisted in years past
  • Reflect the mission and values of Heritage Trust
  • Are relevant to a majority of our membership

The following requests will NOT be considered:

  • Operating or administrative costs
  • Any group that represents a conflict of interest with Heritage Trust Federal Credit Union
  • Organizations practicing unlawful discriminatory practices
  • Individual or school team sport activities or pageants, including travel or competition costs
  • Religious groups for religious purposes or the promotion of religious beliefs
  • Political lobbying or campaigns
  • Trips or tours
  • Conferences
  • Capital campaigns

Exceptions may include long-standing relationships with partner organizations, humanitarian projects outside our areas of operation or direct contributions to individuals or families in crisis.

How to request a donation

All requests must be submitted 30 days in advance of funding deadlines.

If possible, Heritage Trust Federal Credit Union requests to receive exposure in return for the donation. This exposure could include but is not limited to our logo in printed material, verbal acknowledgment of donation, representation at applicable events, display of our banners, product brochure display, booth/table at event, naming rights at applicable event, etc.

Submitting Your Request

  • Email-
  • Mail – Heritage Trust Federal Credit Union, c/o Donation Request
    200 Marymeade Drive, Summerville, SC 29483
  • In Person – Bring your application to any Heritage Trust Federal Credit Union Branch

Once the application is received, the Heritage Trust Community Outreach Committee will review it.

  • If your donation does not meet the requirements, you will be advised upon the receipt of your request.
  • If it does meet the requirements, your request will be evaluated based on the information you provide. You will be notified of the decision on the sponsorship application within one week of the committee’s decision. The decision of the committee is final.

If you have any questions, please email our Outreach Committee.



Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency.


Additional coverage up to $250,000 provided by Excess Share Insurance Corporation, a licensed insurance company.