
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.
Send one branded link by email or text. Each client chooses from a collection you build out of 25,000+ gifts and experiences, then enters their own address. Connect your CRM, and the closed deal, the renewal and the client anniversary send themselves.






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.
Your logo, your colors and your note, by email or text. Givenly’s AI can draft the message in your voice.
They browse the collection you picked for them. No prices, no account to create, nothing to download.
They enter their own shipping address and choose a delivery date. You never ask anyone for a home address.
They write a note, and it lands in your inbox with the rest of the week’s thank-yous.
3 thank-you notes from your gifts this week.
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.
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.
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.












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