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HCI New Member Application (membership period is Oct 1 through Sep 30)


Academic year: 2021

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HCI New Member Application

(membership period is Oct 1 through Sep 30)

BANK NAME: ______________________________________________________________

City, State, Zip: ______________________________________________________________

YOUR NAME: ______________________________________________________________

Your Official Title: ______________________________________________________________

Street Address: ______________________________________________________________

Mailing Address: ______________________________________________________________

Primary Phone: ______________________________________________________________

Secondary Phone: ____________________________ Fax: _____________________________

Email: ______________________________________________________________

Bank Website: ______________________________________________________________

*** PERMISSION REQUEST: In an effort to best help our Industry Partners, we request your permission to share your club and travel information with our membership. Your signature at the bottom of this form is an authorization for us to share the information you provide. ***

1. CLUB NAME: ___________________________________

2. Are you the primary club director? □ Yes □ No*

* If no, please list the primary club director's name & location: ____________________________

3. Are you reporting for your club alone or multiple clubs? □ one club □ multiple clubs

If applicable, list any other additional club contacts and titles: _____________________________


4. How many branches does your club represent? ________________________________________

5. What year was your club formed? ______________

6. What year did you become the club director? ______________

7. How many members do you have today? ______________


On average, please share your club’s annual activity in the following travel categories:

♦ Day trips Average #________ trips and # ______travelers

♦ Motorcoach trips of 4 days/3 nights or less Average #________ trips and # ______travelers

♦ Motorcoach trips longer than 4 days/3 nights Average #________ trips and # ______travelers

♦ Trips that require flying in North America Average #________ trips and # ______travelers

♦ International trips Average #________ trips and # ______travelers Please share with us some of the special interests your club enjoys (check all that apply):

□ Cruises

□ Casinos/Gaming

□ Historical

□ General sightseeing

□ Spa / All-Inclusive

□ Active (ie. biking, hiking, golfing & fishing)

□ Shopping

□ Agricultural

□ Sporting Events

□ Culinary

□ Theater

□ Women-Only

□ Hands-on

□ Wine Tasting

□ Religious

□ Other: ________________________

Do you offer trips specifically catered to Baby Boomers? □ Yes □ No

Over the next 3 years (2022, 2023, 2024) what major destinations do you hope to plan for club trips:

North America (United States, Mexico and Canada) - check all that apply:

□ West Coast □ Pacific Northwest □ Midwest

□ Southeastern US □ New England □ Mid-Atlantic

□ Alaska □ Hawaii □ Mexico

□ Canadian Rockies □ Maritime Canada □ Eastern Canada (Ontario & Quebec)

□ Other: ______________________

International Destinations - check all that apply:

□ Central America/Panama Canal □ South America □ Japan

□ Southeast Asia □ China □ Eastern Europe

□ Western Europe □ Scandinavia □ Middle East

□ Antarctica □ Africa □ Australia/New Zealand & the South Pacific


Heritage Clubs appreciates your interest in becoming a Banker Member. Once your application and payment have been processed, we invite you log into the website www.HeritageClubs.com and check out the member-only resources that are available to you. If you have any questions, please contact Tina Goeske. We look forward to working with you and hope to meet you at Peer Group or one of our Fall Forum Training events.

__________________________________________ ________________________

Your Signature Date

Completed application along with payment can be sent to: Heritage Clubs International, P.O.

Box 363, Waupaca, WI 54981 or sent via email to Tina Goeske

Questions? Contact Tina Goeske, Associate Director | 952.835.6543 | tina@heritageclubs.com



(Travel Completed October 1, 2019-September 30, 2020) Please report all travel from 10/1/20 through 9/30/21 below including tours with Preferred Tour Operators (PTOs) and other operators. As a member of HCI you may offset the Annual Fee of $100 (starting next year) by reporting your tours during the previous year with any one of the PTOs that includes a minimum of 15 paid travelers. Qualifying PTOs are: Allied Tour & Travel, Collette, CTN Travels, GoNext, Hospitality Tours, Mayflower Cruises and Tours, and Ozarks’ Kirkwood Tour and Travel.

Bank Name with City, State: _____________________________________________________________________

Completed by: ____________________________________ Date: _________________________________

Extended Trips (National or International Tours – usually more than 5 days) :

Tour Company Dates of Travel # of Pax Destination

_______________________ ____________ _______ __________________________________________________

_______________________ ____________ _______ __________________________________________________

_______________________ ____________ _______ __________________________________________________

_______________________ ____________ _______ __________________________________________________

Regional Tours (usually 2 to 5 days) :

Tour Company Dates of Travel # of Pax Destination

_______________________ ____________ _______ __________________________________________________

_______________________ ____________ _______ __________________________________________________

_______________________ ____________ _______ __________________________________________________

_______________________ ____________ _______ __________________________________________________

Day Trips – Total Number: ______________

Destinations/ Events (list Top 10 or continue on separate page):

______________________________ , ____________________________________, _____________________________

______________________________ , ____________________________________, _____________________________

______________________________ , ____________________________________, _____________________________


Heritage Clubs takes great pride in offering our Bank Club members special services, products and partnerships that benefit you, your club and your bank. We would like to know who you have had the opportunity to work with over the past few years. These partnerships include Corporate Partners along with the many destinations (CVBs), attractions, vendors and suppliers who support us.

Please list here any HCI industry partners that you have worked with (other than Preferred Tour Operators):

______________________________ , ____________________________________, _____________________________

______________________________ , ____________________________________, _____________________________

______________________________ , ____________________________________, _____________________________


CVB partners want to know when you  City State Tour Visit Meal Stop Overnight  Stay (# of Nts)

Red Hot Celebrations LLC Lakewood CA

Royal Gorge Route Railroad Canon City CO

Quad Cities CVB Davenport IA

Travel Dubuque Dubuque IA

Kalona Historical Village Kalona IA

Iowa Group Travel Association (IGTA) Postville IA Great Rivers & Routes Tourism BureauAlton IL

Paramount Theatre Aurora IL

Lyric Opera of Chicago Chicago IL

Galena Country Tourism Galena IL

Visit Lake County, IL Gurnee IL

Visit McHenry County Huntley IL

Heritage Corridor CVB Joliet IL

Chicago Southland CVB Lansing IL

Kankakee County CVB Manteno IL

Celebration River Cruises, Inc. Moline IL

Spirit of Peoria Peoria IL

Pontiac IL Tourism Pontiac IL

Hardy's Reindeer Ranch Rantoul IL

Riverboat Twilight Scales Mound IL

Chicago's North Shore CVB Skokie IL

Group Theater Tix Skokie IL

Shipshewana/LaGrange County CVB Shipshewana IN Lafayette Convention & Visitors Comm Lafayette LA

Lafayette Travel Lafayette LA

Lafayette Hotels Dedham ME

Grand Hotel Mackinac Island MI

Circle Michigan Trenton MI

Enjoy Eagan Eagan MN

Roseville Visitors Association Roseville MN St. Cloud Area Convention & Visitors B St. Cloud MN

Branson CVB Branson MO

Combs Hospitality Branson MO

Dolly Parton's Stampede Branson MO

Dutton Family Theater/Inn Complex Branson MO

Please  check off all of the HCI partners that have been included in all of your  travel plans for this period. Our DMO/CVB partners want to know when you  have traveled in their locales.


(Travel Completed October 1, 2020 ‐ September 30, 2021)


Organization City State Tour Visit Meal Stop Overnight  Stay (# of Nts)

Golden Corral Branson MO

Hotel Grand Victorian Branson MO

King's Castle Theatre Branson MO

Myer Hotels Branson MO

Sight & Sound Theatres Branson MO

Six Branson MO

Starlite Theatre Branson MO

The Branson Ferris Wheel Branson MO

Titanic Museum Attraction Branson MO

Welk Resorts - Million Dollar Quartet Branson MO World's Largest Toy Museum Complex Branson MO

Columbia MO CVB Columbia MO

Stoney Creek Hotel & Conference CentColumbia MO Pioneer Trails Adventures Independence MO Stoney Creek Hotel and Conference CeIndependence MO

Visit Independence Independence MO

Jefferson City CVB Jefferson City MO

Joplin CVB Joplin MO

Dogwood Canyon Nature Park Lampe MO

Sedalia CVB Sedalia MO

Greater Saint Charles Convention & VisSt. Charles MO Stoney Creek Hotel & Conference CentSt Joseph MO

North Dakota Tourism Bismarck ND

Grand Island Tourism Grand Island NE

Kearney Visitors Bureau Kearney NE

Kimball County Tourism Kimball NE

Embassy Suites by Hilton & Courtyard La Vista NE Embassy Suites Omaha-La Vista La Vista NE Lincoln Convention and Visitors BureauLincoln NE North Platte/Lincoln County CVB North Platte NE

Visit Omaha Omaha NE

Sarpy County Tourism Papillion NE

New Hampshire Division of Travel & ToConcord NH Southern Nevada Regional Office (LaugLaughlin NV Cherokee Nation Cultural Tourism Catoosa OK Courtyard by Marriott Gettysburg Gettysburg PA Dutch Apple Dinner Theatre / Prather PLancaster PA

Visit Philadelphia Philadelphia PA

Visit Philadelphia - Philadelphia's Histo Philadelphia PA Tourism Prince Edward Island Charlottetown PE

Crazy Horse Memorial Crazy Horse SD

Deadwood Gulch Gaming Resort Deadwood SD

Visit Rapid City Rapid City SD

Chattanooga Convention & Visitors BurChattanooga TN


Organization City State Tour Visit Meal Stop Overnight  Stay (# of Nts) Graceland/Guest House at Graceland Memphis TN

Memphis Tourism Memphis TN

Nashville Convention & Visitors Corp Nashville TN Tennessee Department of Tourist DeveNashville TN

Visit Norfolk Norfolk VA

Virginia Beach CVB Virginia Beach VA

Essex Culinary Resort & Spa Essex Junction VT

Vermont Tourism Network Montpelier VT

Fox Cities CVB Appleton WI

The Fireside Dinner Theatre Fort Atkinson WI

Explore La Crosse La Crosse WI

La Crosse Queen Cruises La Crosse WI

North Central Group - Hilton & Marriott Madison WI

Circle Wisconsin Milwaukee WI

Potawatomi Hotel & Casino Milwaukee WI

Real Racine Sturtevant WI

HCI's Canadian Partners

Tourism New Brunswick Campbellton NB

Bay Ferries Limited Saint John NB

Tourism Nova Scotia Windsor NS

Quebec City Tourism Quebec City QE


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