What’s Your Generosity Archetype?

Unlock your giving style, amplify your impact.

You are a generous soul - giving your time, your money, your energy. But are you giving in a way that aligns with your unique patterns, values, character and financial perspective? 

Take this 3-minute quiz to discover your Generosity Archetype and learn how to give smarter, more sustainably, and with greater purpose.

Why Take This Quiz?

This isn’t just about being generous. It’s about being effective. By knowing your Generosity Archetype, you will:

  • Uncover your natural giving style

  • Identify what drives your generosity

  • Learn how to give without burnout

  • Get clear strategies to make your generosity go further

Learn What Type of Giver You Are

The Executive Donor

Focused, strategic, and ready to lead through giving.

The Business Owner

Legacy, Loyalty. Business as platform.

The Blended Donor

Values-aligned. Integrated giving.

The Impact Investor

Strategic. Future-focused. Big-picture giver.

The Estate Donor

Future-minded. Discreet giver.

The Human Capital Donor

People-centered stories. Heart-centered giver.

The Philanthropic Family

Shared vision. Multi-generational legacy. 

Meet Adam Malcolm

Where Financial Strategy Meets Purposeful Giving

Adam Malcolm is a former opera singer turned financial advisor who believes that wealth should be used with intention—and generosity can be strategic. He works with purpose-driven individuals, families, and business owners who want to align their financial lives with the impact they hope to make. 

After transitioning from the arts world, Adam earned advanced certifications in financial planning and philanthropic strategy. Today, he brings creativity, compassion, and deep technical knowledge to help clients grow their wealth while building legacies that reflect their values. 

Whether it's structuring complex gifts, planning for generational giving, or simply helping someone figure out their next right step, Adam is committed to making financial planning human, values-based, and generous at its core. 

When he’s not working with clients, you can find Adam singing opera, performing in community theatre, or leading financial literacy workshops in his local community.