We are very proud to introduce to you the people behind the scenes of United Charitable, without whom we couldn't serve the needs of our trusted advisors, donors, and program managers at United Charitable. Our experienced and friendly staff is ready to assist you in your charitable giving, and charitable doing!
Jan Ridgely joined our team in 2005 and is the Chief Executive Officer. Jan is in charge of guiding the organization, overseeing the implementation of our strategic initiatives, and developing and engaging United Charitable's Board of Directors.
Jan has a B.A. from the University of Virginia, and an M.S. in Nutrition from Bastyr University in Seattle.
Julia our Chief Financial Officer and has been with United Charitable since 2005. She holds a B.S. in Business Administration in Accounting and Finance, and an MBA specializing in Finance. Julia works mostly with the donor-advised funds, and oversees both investments and the Accounting Team at United Charitable.
Katie is the Director of Operations for United Charitable. In addition to handling United Charitable corporate operations, Katie is focused on our donor advised fund and fiscally sponsored program clients. She is the main point of contact for any questions regarding donor advised funds and program operations, policies, forms, etc. Since starting with United Charitable in 2006, she has been committed to helping our donor advised funds and programs succeed.
Stacy L. Summitt is the Controller for United Charitable. Stacy has been part of the United Charitable team since 2003. Stacy continues to develop ideas for new modules and enhancements to the accounting software, and modify procedures to help our staff work more efficiently and effectively.
Barbara joined the United Charitable team in 2003 and is the Program Administrator. She can help you if you have questions about incoming donations, monthly donations, matching gifts, donation receipts, checks that have been issued from your program account, and wire transfers.
Raymond is the Client Services Associate and has been with United Charitable since June 2016. He comes from a background of working with nonprofits and fundraising. He assists the Director of Operations with fiscally sponsored programs activity and donor advised funds related work. He also works with program managers to set up their crowdfunding pages to secure and increase donations from donors. He is excited to work for United Charitable and feel the work that takes place at United Charitable is admirable and a very worthy cause.