Tallo ’05 Returns to Lead Planned Giving – Hobart and William Smith Colleges \
The HWS Update

Tallo ’05 Returns to Lead Planned Giving

Angela Tallo ’05 always wanted to come back to Hobart and William Smith. After several years working in the finance industry in Boston, she pivoted to higher education fundraising — which eventually led her back to Geneva. She joined the Office of Advancement as director of planned giving in February.

“I was ready for a change,” says Tallo. “When the planned giving position opened up, the timing was right and I was ready to come back.”

After graduating with a degree in international relations, Tallo earned a master’s in financial services and banking from Suffolk University in Boston. She spent eight years in the financial sector with Brown Brothers Harriman & Co and Berkeley Point Capital and four years as a relationship manager for planned giving at BNY Mellon before transitioning to planned giving development and alumni relations at Boston University.

“I enjoy planned giving because it’s truly about the relationships you build with alums and friends of the Colleges,” Tallo says. “I’m a conduit that helps to match an alum’s passion with what is often their last and most significant gift to Hobart and William Smith.” As a graduate herself, she is able to relate to and share in the enthusiasm and sense of connection alums feel when they make a planned gift.

A focus of Tallo’s work will be the Wheeler Society. Established in 1989, the society recognizes individuals and families who have established a planned gift in support of the Colleges. “I want to share stories of our thoughtful donors and why they give, and show the community how these gifts make an impact,” Tallo says.

She’s looking forward to getting on the road to meet with alums once the COVID-19 pandemic subsides. In the meantime, she’s staying in touch through phone calls and emails. “We can create lasting connections no matter the distance between us,” she says.