Corporate Plant Gifts for Financial Services
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Here Is How Corporate Plant Gifting Works for Financial Firms
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Choose Lively Root’s Plants
Pick from plants that read as professional and last for years: snake plant, ZZ plant, money tree, peace lily and pothos are low-light, low-maintenance choices that fit an office or a home. Our specialists will match plants to your budget tier and your delivery timeline.
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Personalize Every Gift
Add your firm's logo to the pot, a branded plant stick and a message card with your own note. A logo pot keeps your name on the client's desk long after a gift basket is gone.
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Flexible Service Options
Order once for a closing week or a year-end send, ship in bulk to a single branch, or set up on-demand gifting so each new closing, funded loan or onboarded client triggers a plant without another purchase order.
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Shipped With Care
Every plant is packed to arrive healthy and on time, and our 30-day happiness guarantee covers every order. If a plant arrives damaged, we replace it within 30 days of your order date, so your client only ever sees the gift you intended.
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A Gift That Keeps Giving
Through our partnership with the Arbor Day Foundation, trees are planted with every purchase. Your gift lands on a desk and puts a tree in the ground.
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Gifts That Stay Inside Your Firm's Policy
Most financial firms cap client gifts. FINRA Rule 3220 limits gifts to $300 per individual per year for member firms, and many broker-dealers and RIAs set their own lower internal limits. Our plant gifts are priced by tier, so you can pick a tier that fits your policy and apply it to every client. Promotional items of nominal value that carry your logo are treated separately under the rule, which is one reason a logo pot works well for advisors.
Plant Gifts for Every Corner of Financial Services
Mortgage Lenders and Loan Officers
A funded loan is the moment your borrower is most likely to refer you. Send a housewarming plant the week they close, with your team's name on the pot, and you stay in the home for years. Loan officers can pre-load a quarterly quantity and release gifts as loans fund.
Financial Advisors and Wealth Management
Advisors tell us they want a gift that feels personal without feeling extravagant. A live plant in a branded pot does both, and it fits comfortably under common firm gift limits. Use plants for annual reviews, referrals, retirements and the December send.
Banks, Credit Unions and Insurance Agencies
Branch openings, new business accounts, policy renewals and agent recognition all call for something better than a mug. Bulk ship to one branch or drop-ship to each customer with a card from their banker or agent.
Law Firms
Case closed, deal signed, estate settled. A plant marks the milestone without the awkwardness of a bottle. Firms also use plants to thank referring attorneys and to welcome new associates.
The Best Client Gifts Come With a Personal Touch
Put Your Logo on the Pot
Engrave your firm's logo directly on the pot, or add a brand decal. It is the difference between a gift and a reminder.
Branded Plant Sticks and Message Cards
Every gift includes a message card. Write your own note, or let us print your standard thank-you. Add a branded plant stick for one more place your name lives.
Let Them Choose With a Lively Root Gift Card
Not sure what a client would like? Send a Lively Root Gift Card with a personal message and let them pick their plant.
Financial Services Gifting FAQ
Yes. Bulk and scheduled gifting orders have a 20-gift minimum, and our On-Demand service has a 25-gift minimum.
A housewarming plant delivered the week of closing. It goes into the new home, it is not another branded tumbler, and a logo pot keeps the lender's name in the house.
Yes. Send us your list and each client receives their plant and card directly. You can also ship in bulk to one office.
Yes. Set up a standing program and release a gift each time a loan funds, a policy renews or a new client onboards.
A live plant in a branded pot is a good client gift for a financial advisor: it is personal, it lasts, it fits under typical firm gift limits, and the logo keeps your name in view. Snake plants, ZZ plants and money trees are the most requested.
FINRA Rule 3220 caps gifts at $300 per individual per year for member firms. Many firms set a lower internal limit, so check your own policy. Lively Root prices plant gifts by tier so you can stay under your number on every order.
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