Helping The Wilshire Group send compliant client gifts that reflect their community-first culture
Overview
The Wilshire Group is a healthcare consulting firm that helps hospitals and health systems improve their financial operations. Their team of specialists works with healthcare organizations across the country on everything from Epic implementations to Revenue Cycle Optimization. The company is fully remote, with team members spread across the U.S.
Despite the distance, Wilshire invests heavily in team culture. They host bi-annual retreats, celebrate work milestones publicly, and sponsor youth sports in the communities where employees live. When it came to corporate gifting for both employees and clients, they wanted an approach that matched these same values.
Key Stats:
The Compliance Challenge
Before 2023, Wilshire was handling gifting the way most companies do: individually. Client holiday gifts meant sourcing, purchasing, and shipping on a per-person basis. Employee recognition meant gift cards or individually selected items.
These gifts got the job done, but they didn't reflect what the company actually stands for. Wilshire's culture is built around community involvement and giving back. Gift cards don't say much about that. And in healthcare, there's an added wrinkle: many hospital employees have compliance policies around accepting gifts. A physical gift from a vendor can sometimes put a client in an awkward position.
Flexibility Keeps Gifting In-Policy
Wilshire started using Loop & Tie during their 2023 holiday season for client gifts. The benefits were immediate: rather than picking a single gift and hoping it worked for everyone, they could send a curated collection and let each recipient choose what they wanted, or donate the gift value to a charity.
That donation option turned out to be a defining feature for Wilshire. For clients at hospitals and healthcare organizations with strict gifting policies, donating in lieu of a physical gift means they can accept the gesture without any compliance concerns. For employees, it became a way to express the values Wilshire already talks about: community, generosity, doing something that matters.
Today, Wilshire uses Loop & Tie for client holiday gifts, employee anniversary milestones, team recognition spotlights, and company-wide rewards like prizes for trivia contests.
From the Client:
Giving Back, Together
Wilshire's gifting program has strong engagement across the board. Gift emails see a nearly 90% open rate, and 74% of gift recipients re-engage by sending a thank you note back to the Wilshire team.
What stands out most is where the gifts go. 35% of recipients choose to donate their gift value to a charity instead of selecting a physical item. The most popular donations go to Plastic Fischer, which removes plastic from rivers, and mothers2mothers, which supports the health and wellbeing of women and children. For recipients who do choose a physical gift, favorites run the gamut from a curated wine flight to an XL air fryer.
The thank you notes tell the story best. One recipient wrote: "Thank you so much for giving back. The options you have provided for charitable contributions are a breath of fresh air in this holiday season." Another said it was a "wonderful surprise" and that it "was fun to 'shop'" for the gift of their choice.
For The Wilshire Group, Loop & Tie turned gifting into an opportunity for connection and shared values. With over 2,000 pounds of carbon sequestered and more than a third of recipients choosing to give back, Wilshire's gifting program reflects the same thing their culture does: that community comes first.
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