A sweet thank-you
Giant Cookie Tray
Six large cookies, ready to share. A simple way to send holiday wishes.
$25 per gift · 6 cookies
See what’s inside →CLIENT GIFTS · HOLIDAY 2026
Your holiday gifts,
in one order.
Shortlist thoughtful gifts. Match them to your clients. Share one clear plan for advisor review.
Build my gifting plan →Use your spreadsheet. No AI connector required.
Planned ordering: November 1 to December 15, 2026Order deadline: December 15 at 11:59 p.m. Eastern.Opening is subject to launch readiness. This preview does not accept orders.
25 featured gifts?
Save 10% on those gifts.
Mix the three featured gifts in one order. Shipping and tax are extra. Proposed offer for review; the discount, availability and delivery windows still need confirmation.
Explore the collection ↓A SMALL COLLECTION. AN EASY CHOICE.
Three ways to say thank you.
Start with our holiday picks, or find something more personal.
Browse all 76 gifts →For the coffee lover
But First, Coffee Gift
Coffee, a mug and sweet treats for a quiet holiday morning.
$38 per gift · Coffee gift box
See what’s inside →
A personal thank-you
A Simple Thank You Gift
A thank-you book and a selection of savory and sweet accompaniments.
$55 per gift · Appreciation gift box
See what’s inside →Food items may contain allergens. Check the recipient’s preferences and current ingredient information. Photos show example contents; substitutions may occur.
BEYOND THE HOLIDAY PICKS
More ways to make it personal.
Coffee lovers. New homeowners. A well-earned retirement.
Search the full collection by gift, occasion or budget.
YOUR LIST DOES THE HEAVY LIFTING
A familiar spreadsheet.
A simpler gift order.
- Build your shortlistAdd your favorites to a plan. You can narrow the choices before assigning anyone.
- Add your client listUpload Excel or CSV with names and delivery addresses. Check any missing details.
- Make it personalUse one message and signature, with optional messages for individual clients.
- Share for reviewDownload a visual plan and client list as a PDF for your advisor. No order is placed.
Before you send
Can I save my order and finish later?
Yes. The gifting planner saves your shortlist, client list, gift choices, address edits and messages automatically in this browser. Return using View my plan or Saved plans. Use the same browser and device; this preview does not sync to an account.
Can I send different gifts to different clients?
Yes in this preview: build a shortlist, then match gifts to selected clients or groups. Existing gift SKUs in your spreadsheet are preserved.
Do I need Claude or ChatGPT?
No. This is a standalone website ordering concept. An advisor or assistant can prepare the list directly.
What is included in the price?
The displayed price is the gift only. Shipping, tax, any card production charge and the full payable amount must be confirmed in the final quote. The proposed 10% offer applies only to the three featured holiday gifts when your order includes at least 25 of those gifts. Other catalog gifts remain at their regular price.
When will gifts arrive?
Our planned ordering window is November 1 through December 15, 2026, ending at 11:59 p.m. Eastern. Vendor holiday cutoffs and delivery windows still need confirmation and may be earlier for some gifts. A requested arrival date is not a delivery guarantee.
What about firm approval?
Use your firm’s gift policy and approval process. The production flow must check the recipient’s existing gift history before approval. No gift allowance is certified by this preview.