RON JORDAN is Director of New Mexico State University s planned giving program. He has been a member of the bar since 1975 and is a graduate of the New England School of Law. As an assistant professor at the university, he teaches courses on financial planning and consumer economics. Previously, he taught courses in federal income taxation and estate planning. Jordan is the former Director of Planned Giving at Boston University. He also consults with nonprofit organizations.

KATELYN L. QUYNN is Director of Massachusetts General Hospital s planned and major gift program. She was named Planned Giving Professional of the Year in 1996 and is a past board member of the National Committee on Planned Giving. She graduated from Tufts University and Boston University School of Law.