Givenly
Trusted by world-class teams
The client experience

What your client sees.

A gift page with your brand on it, a collection you chose, and nothing to fill out but an address. It takes them a minute, and it feels like it came from you.

  1. 01

    A branded email, from you

    Your logo, your colors and your note, by email or text. Givenly’s AI can draft the message in your voice.

  2. 02

    A gift page, not a store

    They browse the collection you picked for them. No prices, no account to create, nothing to download.

  3. 03

    Their address, their call

    They enter their own shipping address and choose a delivery date. You never ask anyone for a home address.

  4. 04

    A thank-you, back to you

    They write a note, and it lands in your inbox with the rest of the week’s thank-yous.

Automations  ·  Connect your CRM

Never miss a client moment.

Connect Salesforce or HubSpot and a gift goes out when a deal closes or a renewal comes up. Birthdays, client anniversaries and new-client welcomes run on the dates you keep in Givenly. Set it up once, and it runs all year.

  • Deal closedSalesforce · HubSpot
  • Renewal coming upSalesforce · HubSpot
  • New client addedWelcome gift when a contact is created
  • Client anniversaryThe dates you keep in Givenly
  • Client birthdaySent days before, or on the day
  • A heads-up firstOpportunity Reminders email the account owner
Givenly AI  ·  AI Catalog Builder

Describe your clients. AI builds the collection.

Tell the AI Catalog Builder who you’re thanking, in plain English. It searches the full catalog, tells you how it read your request and gives a reason for every pick. Then Givenly AI drafts the email and the gift page message, too.

From the Givenly catalog

Client gift ideas for every moment.

A few favorites from the US catalog of 25,000+ gifts and experiences. You choose what each client sees, and they choose the one they want.

Welcome a new client

Tan leather executive portfolio engraved with a name
Personalization MallExecutive leather portfolioTan bonded leather, engraved with their name.
Mayana Chocolate signature gift box
Mayana ChocolateSignature gift boxToffee, hot chocolate, a luxury collection and mini bars.
Fellow Stagg EKG Pro electric kettle in matte black
FellowStagg EKG Pro kettleA pour-over kettle with precise temperature control.

Thank them for the business

Harry and David Tower of Chocolates gift
Harry & DavidTower of ChocolatesFive stacked boxes of chocolate favorites.
Picnic Time artisan charcuterie board with a gourmet gift pack
Picnic TimeArtisan charcuterie boardAn 18-inch serving board with a gourmet gift pack.
Le Creuset 9-inch Signature skillet in Marseille blue
Le Creuset9-inch Signature skilletEnameled cast iron in Marseille blue.

Celebrate the renewal

Sonos Roam 2 portable speaker in black
SonosRoam 2 speakerPortable smart sound for the home, office or patio.
Titleist Pro V1x golf balls, two dozen
TitleistPro V1x, two dozenFor the client who never misses a tee time.
Ooni Koda 2 gas pizza oven in highland green
OoniKoda 2 pizza ovenGas-fired, for 14-inch pizzas in the backyard.

VIPs and experiences

Breville Barista Express espresso machine in stainless steel
BrevilleBarista ExpressEspresso at home, with a built-in grinder.
Sailors aboard a classic racing yacht
ExperienceAmerica’s Cup sailing, NewportTwo nights in Newport and two hours aboard a former America’s Cup yacht.
A driver in a helmet behind the wheel of a stock car
ExperienceNASCAR driving experienceEight minutes behind the wheel at a US speedway.

A sample from the US catalog. Availability varies by country and season. You approve the collection each client sees.

Client programs on Givenly

Client programs, at any size.

RLI Insurance
2,790
customers chose their own holiday gift

RLI built custom catalogs at several price points, about 300 curated gifts each. Customers picked theirs on a branded gift page, and the program brought in hundreds of thank-you notes.

BDF Wealth Management Financial services
1,600
clients in one holiday program

BDF offered four curated gifts, from branded wine sets to gourmet food. Givenly handled each client’s personal gift note and shipped across the US on a tight holiday timeline.

Huuuge Games Gaming
3× a year
VIP appreciation, since 2019

Huuuge Games sends custom appreciation kits to thousands of its VIP players three times a year. It’s become part of how they keep their best customers.

Budgets, caps and reporting

Every limit respected. Every gift on the record.

Give each rep a Marketing Wallet, so client gifts never come out of employee budgets. Set hard limits per client. Follow every gift from sent to delivered, and export it for finance or compliance.

  • Hard limits per client per order, per quarter or per year. A gift that would go over doesn’t send.
  • Logo-free collections for clients whose policies don’t allow branded items.
  • A receipt for every redemption, a daily delivery summary and CSV exports of every campaign.
  • Assistants can send for an executive, with the executive approving each gift.

Gifting to regulated clients? Set each client’s cap to match the rules they work under, such as FINRA’s $300 per person per year, and Givenly holds the line. More in the FAQ ↓

Gift links, gifts and kits

Let them choose, or choose for them.

Let them choose

Send a gift link. Your client picks from the collection you chose and enters their own address. Unclaimed gifts cost you nothing.

See what your client sees ↑

Send a specific gift

Already know what they’d love? Pick the gift, add a personal note (AI can draft it), choose the delivery date and we ship it to their door. Send one, or a whole list at once.

Ask us about it →
A client thank-you kit: The North Face backpack, a branded thank-you box, tumbler, speaker, smart watch, travel pillow, earbuds and umbrella

Send a custom client kit

A box with your brand on it, designed and packed by our team and shipped one by one or in bulk from our three US warehouses. Same workflow for 10 kits or 18,000.

See client kits →
One solution

Client gifts, on the same login as everything else.

Givenly brings six programs together with one login, one invoice and one partner. Client gifting shares the catalog, the wallets and the reporting with the rest.

More gifting: Employee gifting · Holiday gifting · Client kits · All corporate gifting

FAQ

Client gifting questions, answered.

How do you send a client gift without their address?

Send a branded gift link by email or text. Your client opens a gift page with your logo and your note, chooses a gift, then enters their own shipping address and a delivery date. You never have to ask anyone for a home address.

What does my client see?

A gift page with your logo, your message and the collection you chose for them. They don’t see prices and don’t create an account. After they choose, they can write you a thank-you note.

Do we pay for gifts that aren’t claimed?

No. Nothing is charged when you send. You pay for a gift when your client redeems it, and unclaimed gifts cost you nothing. Links expire after the number of days you set (30 by default), with reminders along the way.

Can a closed deal or a renewal send a client gift automatically?

Yes. Connect Salesforce or HubSpot, and a deal closing or a renewal coming up can send a gift without anyone on your team lifting a finger. Client birthdays, anniversaries and new-client welcomes run on the dates you keep in Givenly, and Opportunity Reminders can email the account owner before each one.

Can we send client gifts internationally?

Yes. Clients in the US, Canada and 25+ other countries can choose gifts that ship where they live, and Givenly handles duties and customs. Every gift page has a translate button, too.

Our clients have gift limits. How do we stay within them?

Set a hard spending limit for each client, per order, per quarter or per year, and Givenly won’t send a gift that goes over it. Build collections at a single price point, offer logo-free gifts where branded items aren’t allowed, and export every redemption for your compliance team. For reference, FINRA Rule 3220 limits business gifts from broker-dealers and their people to $300 per person per year (raised from $100 on March 30, 2026), and US federal employees can generally accept gifts of up to $20 per occasion, and $50 a year, from any one source. This isn’t legal advice: your compliance team and your clients’ own policies have the final word.

Are client gifts tax deductible?

In the US, a business can deduct up to $25 per recipient per year for gifts. Incidental costs such as engraving, packaging and shipping don’t count toward the $25, and items costing $4 or less with your company name permanently imprinted, handed out widely, don’t count as gifts at all. This isn’t tax advice: check with your accountant.

How much should you spend on a client gift?

It depends on the relationship and the moment. A welcome gift can be modest; a renewal or a top account earns more. Many teams set two or three tiers and let the account owner pick, and staying inside your clients’ gift limits matters more than any exact number. Our guide walks through it: How much should you spend on a client gift?

When should you send client gifts?

Tie gifts to the relationship: a new client’s first week, a closed deal, a renewal, a client’s anniversary or birthday, a referral, or a life event like a promotion. For holiday gifts, send in November or early December to beat the rush. Automations make the relationship moments easy to keep.

What makes a good client gift?

Something they’ll actually use, made well, that shows you thought about them. That’s hard to guess for every client, which is why a curated collection they choose from tends to land better than a gift picked for them.

Can AI help us choose client gifts?

Yes. Describe your clients and the occasion in plain English, and the AI Catalog Builder curates a collection from the catalog, explains how it read your request and gives a reason for each pick. It won’t suggest alcohol, weapons, or political or religious items. Givenly AI can also draft your email and your gift page message.

Can we send a branded box instead of a gift link?

Yes. Send a specific gift with a personal note and a delivery date, or work with our team on custom client kits: designed, packed in your branded box and shipped one by one or in bulk from our three US warehouses.

How do we know a gift landed?

Every gift link moves from Sent to Accessed to Redeemed to Completed, and you can see it for each client or export it. You also get a receipt each time a client redeems, a daily summary of deliveries and a weekly email with that week’s thank-you notes.

Can our sales team send client gifts themselves?

Yes. Give each rep their own Marketing Wallet, so client gifts never come out of employee budgets. Reps choose clients from your contacts, pick a collection and send, and you can see who sent what. Executive assistants can also send on an executive’s behalf, with the executive approving.

Is our client data secure?

Givenly runs on AWS in the United States, encrypts data in transit and at rest, and keeps each company’s data separate. Card payments are handled by Stripe (PCI DSS Level 1). We’ll complete your security questionnaire and join a review call with your IT team.

Ready when you are

Make every client feel like your only one.

See the gift page your clients open, the AI Catalog Builder and the automations in a 30-minute walkthrough. Bring a client list and we’ll build a collection with you on the call.