FINANCE AND BANKING · TEXAS GIFT BASKETS
Texas Heart. Compliance Aware.
Client and employee gifts for Texas banks, credit unions, wealth managers and insurance offices. Itemized per recipient so your compliance team can track every dollar.
Prefer to talk it through?
The Gift Limit Changed In March. Most Vendors Have Not Noticed.
FINRA raised its gift limit from $100 to $300 per person per year, effective March 30, 2026 — the first change since 1992. For thirty-four years the cap made a real client gift almost impossible. It does not anymore, and a great many gifting vendors are still writing their pages as though nothing happened.
Built For A Regulated Buyer
Built To Your Threshold
Tell us the per-person limit your policy sets and we build to it. Not near it, not over it. To it.
Itemized Per Recipient
Firms have to aggregate everything given to one person across the year. Your invoice shows per-recipient value so that tracking is somebody's five minutes, not their afternoon.
Never A Cash Equivalent
Gift cards are cash equivalents and they are prohibited under nearly every policy in this industry. Everything we make is a physical gift.
Because a gift that creates a compliance problem is not a gift.
Request ideas & pricingWhere Financial Firms Give Gifts
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Client Milestones
Loan closings, business anniversaries,
a first home, a retirement.
The moments worth marking. -
Referral Sources
The CPA, the attorney, the realtor
who keeps sending people
through your door. -
Branch & Staff Recognition
Service anniversaries, branch goals,
year-end appreciation for tellers
and back office alike.
What $300 Actually Buys Now
Under the old cap a compliant gift meant a coffee mug and an apology. At the new threshold you are into real Texas gift boxes — the kind a client keeps on the counter and mentions to somebody.
- Hand-built boxes, baskets, totes and crates
- Texas makers, not catalog filler
- Priced to land under your policy, whatever it is
One Office Or Four Hundred Clients
A community bank gifting its board is a different order than a wealth practice sending to every household at year end. We do both, and the logistics of the second one is most of what you are hiring us for.
- Ship to one address or to hundreds individually
- Tracking on every package, with shipping quoted for your project
- Recipient list in, finished gifts out
Branded Without Looking Branded
A gift covered in your logo reads as advertising and gets left at the office. We put the mark where it belongs — on the ribbon, the card, or engraved into a keepsake worth keeping.
- In-house laser engraving on boards, drinkware and boxes
- Custom-printed ribbon and logoed box wrap
- Handwritten cards, because a signature still lands
Customization Options
Your mark, placed where it reads as care rather than advertising.
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Custom-Printed Ribbon
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Handwritten Cards
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Full Color Mailer Boxes
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Custom Shred Paper
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Logoed Box Wrap
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Custom Canvas Totes
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Personalized Engraved Keepsakes
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Mugs & Drinkware
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Cutting, Cheese, & Charcuterie Boards
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Custom Branded Bows
2026 CORPORATE GIFTING
A closer look at corporate gifting
Explore branded gift designs, thoughtful presentation and ideas for your team, clients and events.
View the 2026 Corporate Gifting FlipbookOpens over this page. You can also open it in a new tab.
What our Customers are saying
Send Us Your Policy Limit And Your List
Per-person threshold, headcount, and the date. We will come back with options that land under it and an invoice your compliance team can file.
Our Past Work
Finance & Banking Gifting FAQs
What is the FINRA gift limit now?
$300 per person per year, up from $100, effective March 30, 2026. It is the first increase since 1992. Your own firm may set a lower internal threshold — many do — so tell us your number rather than the regulatory one and we will build to yours.
Can you help us track gifts against the cap?
Yes. Firms are expected to aggregate everything given to a particular recipient over the year, which is the part that actually creates work. Our invoices itemize per-recipient value so your compliance file is a document rather than a reconstruction.
Do you sell gift cards?
Not for this. Gift cards are cash equivalents, and cash equivalents are prohibited under essentially every policy in financial services. Everything we build is a physical gift, which sidesteps the issue entirely.
Are any gifts excluded from the cap?
Some categories are treated differently, including personal gifts, bereavement gifts, de minimis items, promotional goods and commemorative items. The boundaries are for your compliance team to draw, not us — but we can build to whichever category you are working in and describe it accurately on the invoice.
What about gifts to our own employees?
Different question, and much simpler. Employee recognition is not a client gift and the gift rule does not govern it. The one thing worth knowing is that gift cards are taxable wages your payroll team has to process, while a physical gift of low value is generally treated as de minimis. Confirm with your finance office.
Can you ship to hundreds of client addresses?
Yes, and it is the part most firms are actually hiring us for. Send the list; we pack, label, and ship each one individually with tracking, with US mainland shipping priced for your project. Year-end household mailings are a normal order here.
How far ahead should we order for year end?
Earlier than you think. December is our heaviest month by a wide margin and the production calendar fills. Most orders of thirty or fewer still turn in a day or two, but a several-hundred-recipient year-end run wants weeks, not days.
Can you add our logo?
Yes. Logo on the message card is free, and we do custom-printed ribbon, logoed box wrap, sticker labeling, branded bows and in-house laser engraving. For client gifts we usually recommend restraint — a mark on the card and the ribbon reads better than a logo on everything.
Can you process tax-exempt orders and provide a W-9?
Yes to both, with the correct documentation on file. We can provide a W-9 for vendor onboarding and accept company checks alongside major credit cards.
Are you giving us compliance advice?
No. We are a gift company that has read the rules our customers work under, which is more than most gift companies do, but your compliance officer owns the decision. We will build to whatever number and category you give us and document it clearly.