Best Financial Advisor Client Gifts
Your clients trust you with their money. Now, trust them to donate wisely with their TisBest Charity Gift Cards. Together, you’ll invest in a better world.
Client Gifts As Diverse As Their Portfolio
Take Stock in Your Client Relationships
TisBest Charity Gift Cards are the best financial advisor client appreciation gifts, as you engage your client in charitable giving and support the causes they value most. TisBest Charity Gift Cards work just like conventional gift cards with one important exception. Instead of using the cards at a store to buy more stuff, your client “spends” their card by donating to their favorite charities.
TisBest Charity Gift Cards are a unique and meaningful client gift for any reason and any season:
- Hand to a new client with your business card.
- Surprise long-term clients with an unexpected gift to thank them for their loyalty.
- Spread holiday cheer with gifts of good instead of gifts of stuff.
- Congratulate clients on their new home, new baby, or new job.
- Give a charity gift card to recognize a client’s promotion, business achievement, or retirement.
- Enclose a charity gift card in a sympathy card so clients may forward your donation to their loved one’s favorite charities.
A Smart Investment for Your Clients and Our Planet
TisBest Charity Gift Cards are just a click away! Many financial advisors send their clients food baskets or other cliché gifts packaged in cellophane, boxes, and other materials that end up in landfills. TisBest Charity Gift Cards are available in three, convenient, and eco-friendly formats.
You decide the amount and message. We’ll send your clients a custom-branded email with a link to spend their cards.
Instantly download and print on the go. Our printable gift cards make the best last-minute gifts for a new consultation meeting or an unexpected visit from a loyal client.
Have biodegradable plastic cards sent to you for further personalization, or we’ll mail fully packaged and sealed charity gift cards directly to your clients.
Here’s a Sneak Peek at How They Work:
Choose Your Gift Card Format
Choose between our bio-plastic, digital, or printable gift card options.
Best Custom-Branded Financial Advisor Gifts
TisBest Charity Gift Cards’ branded redemption process allows you to keep your brand front and center throughout the entire gift card experience. Once your clients “spend” their cards, you can follow up instantly with a branded email reply thanking them for investing in a better world. TisBest Charity Gift Cards are the best financial advisor client gifts as they allow you to conduct market research by tracking how many cards were used and which charities your clients are passionate about. What’s more, by engaging in a charitable giving experience, your clients will associate that positive feeling with your relationship and your brand. That is perhaps the greatest asset of all.
Compliant Financial Advisor Client Gifts
TisBest Charity Gift Cards are the best financial advisor client gifts as they are FINRA compliant and 100% tax-deductible. TisBest Philanthropy is a 501 (c) (3) non-profit corporation.
An Investment with Compounding Interest
If you’re managing a $5M portfolio for a client, why buy them a fancy bottle of wine they easily can afford? Even if your clients already donate to their favorite charities, your gift is a great way to support the causes they value most. TisBest Charity Gift Cards are the best financial advisor client gifts as they invest in a better world. Just as your clients’ stocks and bonds earn compound interest — your tax-deductible charitable donation makes a positive, ripple-effect impact on your clients, their favorite charities, our planet, and your tax return. But don’t just take our word for it. Check out what our clients have to say!
Order TisBest Charity Gift Cards Today!
Whether you manage a small account or a multi-million dollar portfolio, the relationships you build with your clients are the smartest investments you’ll make.