Ronald R. Jordan is an assistant professor at New Mexico State University, where he teaches courses on financial planning, consumer economics, and business and professional writing. He also consults with nonprofit organizations. He is a graduate of New England School of Law and was admitted to the practice of law in Massachusetts in 1975. Before retiring, he was the assistant vice president of university advancement at New Mexico State University and former director of planned giving at Boston University.

Katelyn L. Quynn is executive director of development at the Massachusetts General Hospital. She is a past president of the Planned Giving Group of New England (PGGNE) and former board member of the National Committee on Planned Giving. She was named Planned Giving Professional of the Year in 1996, and in 2003 she received the David M. Donaldson Award for leadership in the field of planned giving from PGGNE. She graduated from Tufts University and Boston University School of Law.