This award recognises a private bank that has excelled in providing services to clients that fall under the scope of philanthropy, including but not limited to: capabilities in advising clients on the destination and sizing of donations; monitoring outcomes of donations; and other philanthropy-related services.

该奖项旨在表彰为客户提供包括但不限于基金会成立/基金捐赠等相关慈善服务的银行。参选银行应能在提供捐赠规模与捐赠目标上为客户提供建议，且能够有效监控捐赠的产出效益。在对这一奖项的评选中，评委会强烈推荐参选者提供相关的案例。