Thoughtful holiday
gifting, zero admin.
On time, policy‑safe.
Celebrate members, staff & partners — without the logistics headache.
Thoughtful holiday
gifting, zero admin.
On time, policy‑safe.
Celebrate members, staff & partners — without the logistics headache.
Steady Gifting in Unsteady Times
While everything shifts around you, we help you deliver thoughtful, worry-free moments that remind your members and staffers what you stand for. Warm, precise, and steady—so everyone feels seen.
1) Clear, fast communication
You’ll always know where things stand. We stay ahead of your deadlines and respond quickly, so you’re never left guessing.
2) Rooted in community
We source with heart — prioritizing local makers, values-driven brands, and vendors who care about people and planet
3) Clean rollout
Consent‑forward address collection, validation, and approvals—built‑in. Your brand shows up polished, professional, and perfectly on message.
4) Pack, ship, report
On‑time delivery, proactive updates, and a tidy post‑season summary.
ChoiceLink: Your Policy‑Safe, Personalized Gift Selection Portal.
ChoiceLink handles the admin so your gifts feel personal, not stressful. Share one secure link; we enforce caps and handle privacy & logistics.
Policy‑safe caps and approvals you set
Privacy‑first consent and address collection
Reminders, reports, and budget tracking
Proven, policy‑safe, and on time
Hear it from CU teams like yours—and see the numbers.
“ChoiceLink took the scramble off our plate. Caps were enforced automatically, addresses were collected privately, and every shipment landed on time. We’ll run all seasonal gifting this way.”
Marketing & Ops Lead, Regional Credit Union
99%
On‑time deliveries last season
30+
Private portals launched
80%
Of clients refer us to a colleague
Before You Book — You Might Be Wondering...
We’ve partnered with dozens of financial institutions (credit unions included), so we’ve heard it all. Below are the most common questions — but if yours isn’t here, we’re happy to answer it during your call.
Frequently Asked Questions
What happens after I book a call?
We’ll make this easy — here’s what to expect:
1. A quick 15–20 minute call to understand your goals, timeline, and audience.
2. We’ll follow up with curated gift ideas and a clear plan.
3. Once you approve, we’ll send an invoice. (We start sourcing after payment.)
4. If you’re customizing items, we’ll send digital proofs to review.
— If you're using ChoiceLink, we’ll build your portal for your approval at this stage too.
5. Once your inventory arrives at our warehouse, we start hand-packing.
6. Then we ship and send you tracking updates.
We’ll keep you updated every step of the way — no chasing needed.
How long does the process take?
Most projects are scoped, approved, and in motion within 5–7 business days. Shipping to us can take 1–2 weeks depending on your selections. Total turnaround is usually about 3 weeks from kickoff to delivery — but if you’ve got a hard deadline, just let us know. We’ll build around it.
Can you stay within my budget?
Yes. We’ll recommend options that align with your goals and budget, and you’ll always see final pricing before we ship. No surprises.
Do you have minimums?
For items customized with your logo, the typical minimum is 25 units.
We recommend a $50/unit starting budget — here’s why:
∘ Shipping averages $12–$15 for a 4 lb box
∘ Packaging + hand-packing runs about $10/box
∘ More intricate presentations may cost a bit more
We’ll walk you through every option — you’re never guessing.
When is payment due?
After you approve your plan and items, we’ll invoice you. Payment is required before we can begin ordering inventory.
We accept credit cards, ACH, wire, and Zelle. (Just a heads-up: delays in payment = delays in shipping.)
Do you offer custom branding?
Yes. Whether it’s your logo on an item, a personalized note, or fully custom packaging — we’ll make it look and feel just like you.
What if I’m sending to both employees and members?
We’ve got you. We’ll help you plan and organize your campaigns so it’s simple, streamlined, and compliant. We also provide reporting so you can track every step.