Quick answer
Use this client gift policy checklist before sending corporate wine gifts, hampers or tasting invitations.
Use this as planning guidance only. Confirm stock, pricing, delivery, suitability and event availability directly with suppliers.
Who it is for
- Sales, marketing and operations teams sending client gifts.
- Professional services firms with regulated or public sector clients.
- Teams preparing an internal approval note for gift spend.
Budget guidance
- Set a maximum gift value per recipient before choosing suppliers.
- Check whether VAT, delivery and packaging count towards the internal limit.
- Higher-value gifts should have a clearer business reason and approval trail.
These are planning bands only. Supplier prices, delivery charges, VAT, stock and availability must be confirmed directly.
Turn this guide into a practical plan
Answer a few questions and ClientCellar will turn the brief into a supplier-ready enquiry email and next-step checklist.
Recommended approaches
- Ask whether the recipient organisation publishes gift acceptance rules.
- Record recipient, company, value, occasion and business reason.
- Offer non-alcohol alternatives for recipient suitability and inclusion.
What to avoid
- Sending gifts around procurement, renewal or decision points without review.
- Using language that implies the gift is designed to influence business.
- Treating alcohol as the default where suitability is unknown.
Practical checklist
- Confirm your organisation's gifting, anti-bribery and expenses policies.
- Check client acceptance limits and disclosure requirements.
- Confirm recipient suitability and alcohol-free alternatives.
- Record item value, delivery cost, VAT and supplier details.
- Keep approval notes with the order record.
Quick FAQ
Is this legal advice?
No. This is a practical planning checklist. Use your own legal, procurement or compliance guidance where required.
Turn this into a plan
Use ClientCellar to create a practical supplier enquiry email, shortlist and checklist for your brief.