Give clients a gifting moment to remember this holiday season
This year's best client gifts are practical yet luxe, meaning every time they reach for it, they'll have a warm memory of your brand's holiday gesture. We've compiled a list of gifts for every budget and client so you can be sure to leave a lasting impact this season without sacrificing style or budget.
Good news for wealth management teams: the gift limit just tripled
In February 2026, FINRA raised the annual gift limit under Rule 3220 from $100 to $300 per person, effective March 30, 2026. It's the first change to the rule since 1992, and it opens up a much better client gift for broker-dealers, RIAs, and insurance teams who have spent years capped at $100. Read the full FINRA Regulatory Notice 26-05.
We work with financial and wealth management firms every day, and we built our platform around exactly this problem: how do you send a gift that feels warm and personal while keeping every recipient, cost, and date on record. Here's where we help.
This season's picks, all under the $300 limit →
The season's best branded gifts, minus the logo overload
Good branded gifting is subtle. Your mark shows up somewhere a client will actually notice it, not stamped across the front. Here's what's working this year, organized by how your client will actually use it.
Send the thing they already wanted
For your top-tier accounts, skip the logo entirely. Send a premium, unbranded item they've already been eyeing, the kind of thing that sits in someone's cart for months before they finally buy it themselves. No logo needed. Every time they use it, they'll think of who sent it.
Corporate Gift's clients' favorite gifts for their clients
CG's gifting and swag management platform helps companies understand which client gifts have an impact, driving growth and loyalty through thoughtfully curated gifts.
According to this year's client gifting trends, our clients are selecting gifts that will make their clients say “wow,” ranging from practical air tags to at-home experiences.
Let them choose their gift this year
Does holiday gifting give you analysis paralysis? Send an eGift collection and let your clients choose their favorite gift from one of our pre-curated collections, or make one of your own. Either way, your recipient gets a fully branded gifting experience from the first email to the delivery of their gift, and you get to create a moment that lands during multiple touches, without the stress of a traditional gifting program.
