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MEMBER PROFILE

Jan Ridgely

United Charitable

 

Member profile details

Membership level
DC Metro-Individual
First name
Jan
Middle Initial
H.
Last name
Ridgely
Title
CEO
Company
United Charitable
Photo
Logo
 

CONTACT INFORMATION

How to contact
LinkedIn profile
linkedin.com/profile/view?id=20060546&trk=nav_responsive_tab_profile
 

CHAPTER INFORMATION

Chapter Leadership Role
Power Networking Chair
 

PROFESSIONAL INFORMATION

Profession
  • Non-profit
Functional Expertise
  • Board of Directors (not for profit)
  • Change Management
  • Charitable giving
  • Communications
  • Culture
  • Employee engagement/ retention
  • Entrepreneurship
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fundraising
  • Intangible assets
  • Investments
  • Marketing
  • Philanthropy
  • Retirement
  • Strategic planning
  • Trusts
Client Industry(ies)
  • Business Services
  • Financial Services
  • Government
  • Health, Pharma and Biotech
  • Non-profit
Call me when...
There is a critical need for competent charitable planning in the business change environment, to mitigate taxes and plan well for the stakeholder's future. I can help you with ANY charitable issue or challenge, to discuss helping both the organization and business owner (s) plan for a worthwhile future. I help you help your clients create meaningful futures for their lives through sustained, attuned and impactful giving plans. I will add value to your exit team and help you keep and maintain your client relationships!
Business Focus
Manage Donor Advised Funds and Charitable Impact Planning
Client Results
Provide expert charitable planning in any business change
In Business Since
2010
XPX Member Since
2014
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