In this KIT (Key Insights for Today) episode of The Retirement Insiders, David Alexander podcast producer and turns the mic toward Host Tony Kalinowski to unpack his personal framework for strategic generosity. Rather than reacting to every year-end appeal and experiencing what he calls “giving fatigue,” Tony walks through how he built a disciplined, conviction-driven approach to giving that aligns with his values and creates real impact.

Listeners will hear Tony explain:

• Why he starts with the question, “What is it that I really am strategically and philosophically aligned with?”
• The importance of evaluating leadership, not just mission, including his filter of “I don’t want a vision. I want a business plan”
• Why he “tests the waters” with smaller gifts before increasing support
• How he decides where to give his presence locally and where to send resources globally

If you’re serious about turning good intentions into thoughtful, effective generosity in retirement, this first part of Tony’s strategic giving playbook is your starting point.

Connect: Tony Kalinowski

View Podcast Website: Here

Podcast Producer: David Alexander