How to Swap a Recipient on an Annual Plan

Client Giant annual plans are designed to support your relationships with consistent, thoughtful touches throughout the year. Because consistency is an important part of the program, we generally recommend keeping the same recipient on their plan for the full year.

We understand, however, that circumstances can change. For that reason, each annual plan allows one recipient swap during the plan term.

A swap allows you to remove the current recipient from an annual plan and replace them with a different recipient.

Please note:

• Each annual plan can be swapped once during its term.
• Swaps are available for annual plans only and do not apply to monthly plans.
• A swap replaces the recipient; it does not cancel or end the annual plan.

1. Log in to your Client Giant account.
2. Navigate to My Plans.
3. Find the plan you want to update and click Manage.
4. Select Swap.
5. Choose an existing contact or create a new contact.
6. Complete the swap to assign the new recipient to the plan.

If you make a swap while a gifting cycle is already in progress, please email support@clientgiant.com to ensure the newly added recipient is scheduled to receive that cycle’s gift.

Changes must be made at least 5 days before the scheduled ship date to be applied to the current gifting cycle.