Business Protocol: A wrapup of dos, don’ts for business gift-giving

Written By Unknown on Selasa, 02 Desember 2014 | 16.30

Getting through "the most wonderful time of the year" with our values and budgets intact can be daunting. Here's how to be remembered and save money at the same time.

Government agencies have stipulations and companies have compliance issues. Knowing just how much you should or even can spend can be tricky. Being "gift-savvy" is an art!

Remember, the purpose of giving and sending cards during the holidays, 
socially or in business, is to thank individuals for tangible and intangible gifts — their friendship and their business.

Even if no business has been conducted during the past year, holiday time is the ideal time to continue to invest in and cultivate the relationship. Assume the best, assume the sale and, at the very least, send a card. Not doing so may compromise your future relationship.

Personalize the card. Write the person's name and sign yours. Use more festive blue ink, green, red or gold — black ink is reserved for strictly business correspondence/contracts. Even if you write only a line or two, write something, i.e. "Dear Jack, wishing you and Judy a wonderful holiday season! Enjoy your Disney Vacation with Jack and Judy Jr.!" If you're up to it, consider penning a poem or a limerick.

Whatever you give, even a bottle of wine, remember — presentation is everything! Wrap it, box it, monogram it. But whatever you do, do not simply hand over an item.

And bear national, ethnic and religious considerations in mind — do research if you have to. In some countries, some colors may have symbolic value, and some items may or may not be appropriate.

Consider giving something symbolic of your company — though not necessarily logo gifts — or your city and country. Boston is known for the Boston Symphony, New England Patriots. Hence, giving a CD of the Boston Symphony or some Patriots item might be appropriate.

Depending on your budget, you might invest in a quality case of leather, pewter or silver.

Or consider something they will use every day: a letter opener, a personalized pen or notebook. You can also frame a photograph, offer a lunch date, present them with baked goods or make a charitable donation in their name. In all these cases, carefully consider the nature of your relationship.

And when you receive a gift, acknowledge it.

Take a photo of the flowers, the letter opener or the Red Sox tickets and send a note — a real thank you note that you've written yourself. So few people do these days, and your business associate — and/or friend — will notice.

Judith Bowman is the president of her own protocol consulting company.


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