Financial Advisor Client Gifts
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Financial Advisor Client Gifts

Looking to make a meaningful connection with your clients? A TisBest Charity Gift Card is an innovative, convenient (and green!) approach to client appreciation gifts. Make a heartfelt connection with a gift your clients will look forward to year after year. Click here to read actual recipient feedback received by KKB Wealth Management.

TisBest Charity Gift Cards work like the conventional gift cards you’re familiar with, but with one important exception: your client spends a charity gift card by directing the funds to one of 250+ national and local charities listed on the TisBest website. You make the charitable donation and your clients choose which charities receive the funds.

One Financial Advisor sent us this feedback, “I used to send cheesecakes to all my best clients. I then discovered that one of my clients was out of the country and the cheesecake sat on his doorstep for the entire month he was away! Needless to say, I immediately looked for a better solution for my client gifts. TisBest cards are exactly what I was looking for: unique and meaningful gifts that my clients sincerely appreciate and remember.”

Choose from one of TisBest’s attractive pre-designed cards or customize your design with your company’s message or image at no extra cost and no minimum order size. Charity gift cards come in three styles – click here to see examples.
KBB Wealth Management Charity Gift Card
“This is the best client gift we’ve given. These charity gift cards get the whole client family engaged. We actually encourage our clients to spend the card as a family activity. It’s a learning opportunity for children to see how important it is to give and to help others.”
Matt Bridge, SVP, KBB Wealth Management
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Personalize your card - fast, easy and FREE

Create your own card design that includes your company’s branding, messaging, and team photo. There’s no extra cost and no minimum order for custom designs. Charity Gift Cards come in three styles - click here to see examples. Orders of less than 500 plastic cards usually ship within one business day. And our e-mail card option can be delivered instantly or programmed for future delivery.

Immediate and powerful feedback

TisBest’s proprietary system allows each recipient to send a note back to you when they make their charity selection. You learn which charity is supported and why – information that helps you build and cement your business relationships. You’ll be amazed at the positive feedback! Read actual feedback received by some of our business customers.

Picture of Paul Vannatta“We give TisBest Charity Gift Cards as birthday gifts to our top clients. We probably get a note a month thanking us for our thoughtfulness. This is a much more impactful gift than things we’ve done in the past. We used to make donations to organizations in my clients’ names, but they didn’t get to pick the charity – it just didn’t have the impact.

This is a relationship business and with TisBest I get feedback about what my clients care about. When I find out what their passions are and understand them better, I can do a better job serving them.“


Paul Vannatta, SVP, Vannatta Group, Merrill Lynch

Customize your recipient's “spend” experience

Keep your brand message in front of your card recipients from beginning to end. Your brand is already on the card itself, extend that brand experience throughout the redemption process on the TisBest website. Give our Business Sales Team a call at 206-501-3005 to discuss available options and minimum order requirements.

A meaningful and strategic business gift that won’t offend

A charity gift card isn’t a frivolous or generic client appreciation gift. It's a green and meaningful gift that sends the message that you care about your clients, your community and the world. By allowing your clients to choose charities that are important to them, you can be assured that your gift will be well received.

Have questions?

Contact our expert customer service team with questions by phone at 206-501-3005, or email us at BusinessSales@tisbest.org.


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TisBest Philanthropy Website
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