$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.

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.

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.

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.

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.

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, free to the US mainland. Year-end household mailings are a normal order here.

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.

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.

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.

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.