This surprised me when I first started learning about what actually makes gifting work. Most people think gifting is just about the item. But here are 5 things people don't usually know, swipe to see all five. Maybe you knew a few of these. But I'
I see a lot of "client gifting" advice online that sounds like this: just send a gift card, or order something branded with your logo, or pick a price point and fill it. And I want to be honest with you — that advice will cost you mo
Speechless. That’s the mark of great gifting. I LOVE The Princess Bride, and I just came home to find the most thoughtful surprise waiting for me. The fact that my friend remembered something I love and took the time to turn it into a momen
I just finished putting together a round of gifts for a financial advisor's clients and honestly? It never gets old. There was a time when gifting felt like one more thing on an already full list. One more decision with no clear right answer. Now i
One of my favorite things I've ever helped send wasn't the most expensive gift. Not even close. A client of mine had just sold her sewing business — the one she'd built with her own hands for years. It was a big moment. A proud moment. And an
Stop starting with "what should I send?" and start with "what moment are they in?" A new home. A retirement. A tough season. A big win. A loss. A milestone birthday. When you start with the moment, the gift practically chooses it
Some of you have been told that any gift is better than nothing. I'm going to say this as clearly as I can: that's not always true. A generic gift can actually backfire. You're trying to celebrate someone, but what they feel is — "Do the
If you’re a business owner and you want to send a thoughtful housewarming gift, but you’re already stretched thin, I get it. We recently helped with a simple, meaningful option that works every time: a custom address stamp for their new
The question I get asked most is: “How do I gift clients well when I’m already overwhelmed?” Here’s the shift that makes it easy. Stop starting with what to send. Start with what moment they’re in. Want help taking g
Shipping day over here. 📦💛 Boxes stacked, notes tucked in, ribbons tied. It’s always a little exciting knowing we’re sending small moments of joy out into the world—one doorstep at a time.
New house, new season, just the two of them. 🏡💛 A client just moved into a new home after the kids are grown and gone, and we wanted to send a little warmth to help celebrate this big moment. We put together a housewarming gift with wine, engrav
If we haven’t met yet, I’m Becky, the founder of Deluxe Giving. I’m a gifting consultant, and I help financial advisors celebrate clients, vendors, and teams in a way that feels thoughtful and meaningful. I didn’t end up he
Cheers to retirement and a well-earned exhale. 🍷💜 We put together a gift to commemorate this milestone with a custom-labeled bottle of champagne and a calming lavender relaxation set, made for slowing down and soaking it in. Here's to rest, new r
I love celebrating the people in my life during big life moments. 💛 A dear friend just moved to a new city for a new job, and for the first time ever, she has a place that’s truly hers. So, I wanted her new space to feel like home, not just a
Financial advisors, quick question. Did you remember to support your CPAs this tax season? Collaboration is a big part of getting great results for your clients. Your clients rely on you to stay connected with their CPA, especially when it comes t
I sent out a brand-new 𝐆𝐢𝐟𝐭𝐢𝐧𝐠 𝐆𝐮𝐢𝐝𝐞 built for real life and busy weeks. It’s full of gift ideas for the moments that actually come up, plus QR codes so you can scan and go straight to the item without hunting around. If you’
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