What is the FINRA gift limit in 2026?

$300 per person per year under FINRA Rule 3220, effective March 30, 2026. Nominal logo items valued substantially below the limit are excluded. Always confirm with your compliance team.

Can you provide cost per recipient for compliance records?

Yes. Every quote lists the cost per item and per recipient.

Industries

Financial services

Branded apparel, client gifts, onboarding kits and recognition programs for banks, credit unions, wealth and asset managers, broker dealers and insurers. Programs are planned for brand consistency across every branch and office, and for the gift value limits your compliance team works with.

Leather portfolio, pen and matte black tumbler on a walnut desk.

Programs

Where financial services programs come up

Client and prospect gifts: quality items within the value limits your firm sets.
Branch and office apparel: one standard look for every branch and customer facing team.
New hire and advisor onboarding kits.
Recognition for top performers and service anniversaries.
Community events, sponsorships and financial education events.

Compliance

Gift values and compliance

For firms covered by FINRA Rule 3220, the gift limit is $300 per person per year, effective March 30, 2026, up from $100. Small promotional items that carry the firm's logo, such as pens, umbrellas or tote bags, are excluded from the limit when their value is substantially below it. Gifts are generally valued at cost, excluding tax and delivery. (Source: FINRA Regulatory Notice 26-05)

We itemize cost per recipient on every quote so your compliance team can record gift values easily. Your own firm policy and compliance team have the final word.

What matters in financial services

Conservative, premium products that fit a trusted brand.
Exact brand color matching across every branch.
Itemized cost per recipient for gift records.
Shipping to each branch or directly to clients and employees.

FAQ

Common questions

What is the FINRA gift limit in 2026?: $300 per person per year under FINRA Rule 3220, effective March 30, 2026. Nominal logo items valued substantially below the limit are excluded. Always confirm with your compliance team.
Can you provide cost per recipient for compliance records?: Yes. Every quote lists the cost per item and per recipient.

Programs that fit here.

Corporate gifts Onboarding and recognition Company stores Corporate holiday gift deadlines for 2026

Start here

Ready to run a better merch program?

Start with a shortlist, a store setup, or a specific campaign. Whatever the entry point, we'll take it from there.

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