Our Services

Individuals caret_right
Foundations and Family Giving caret_right
Business and Corporate Support caret_right
Non-Profits caret_right

Individuals

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We all reach a stage in life where we begin to consider our legacy and place in society. Experience has taught us the importance of nurturing and supporting the things we value, yet we often do not know where to start and whom to trust.

Whether new to charitable giving or coming from a heritage of philanthropy, individuals can struggle to find a voice for their passion and lack the know-how and time required to research the millions of charitable options available to them.

Rodman & Associates provides personalized interviews, counsel, and assessments to customize philanthropy that’s right for you.

We are accustomed to working with high-profile political figures, professional sports players, entertainers and other well-placed individuals. Rodman & Associates respects each client’s privacy and routinely signs confidentiality agreements.

“As a former practicing attorney and CPA I am well aware that professional advisors are often unable to provide the level of detailed charitable planning clients seek. Rodman & Associates can handle those conversations that start where financial and legal advice leave off.”

Tim LaFrey
Executive Vice President of Operations SETON Healthcare Family

“Lisa Rodman has the experience and the connections to aid individual and corporate donors in making strategic alliances with nonprofits and Non-Governmental Organizations from Main Street to the Middle East.”

Ambassador Lewis Lucke
U.S. Response Coordinator for the Haiti Earthquake, 2010 First USAID/Iraq Mission Director, 2002-2004

Foundations and Family Giving

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Rodman & Associates understands that the politics of family and the politics of money often collide, making it difficult to identify a shared mission and direction. We are seasoned at working with multigenerational families to define shared values, facilitate communication, and prepare the younger generation for leadership.

We recognize Foundation Board members are volunteers and frequently lack the expertise and skills necessary to adequately evaluate proposals for funding. Rodman & Associates provides in-depth research and analysis of grant applicants as well as knowledge-based and objective advice. We will work in partnership with grant recipients to guide them in adopting best practices in regard to reporting and compliance.

“Family philanthropy is every bit as much about passing on values as it is preserving community assets. Lisa is well-positioned to help her clients find programs and institutions that reflect their family’s unique priorities and is a pro at creating intergenerational volunteer and funding opportunities.”

Patsy Woods Martin, Founder I Live Here, I Give Here

“Lisa is a natural people person. She effortlessly builds rapport with everyone, from a child of 2 to an adult of 82. She is equally at home in a minor league dugout, visiting with a player from the Dominican Republic, as she is in the Owner’s Box.”

Ruth and Nolan Ryan

Business and Corporate Support

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Do you often feel torn between the pet charity projects of employees, associates, and vendors?

Do you wonder how to stem the tide of throwing money at multiple charities in an effort to please everyone?

Do you feel unable to say “no” to the competing interests? When you do say “yes,” do you wonder how much it really counts?

Small to midsized businesses struggle to distinguish themselves in today’s saturated market. Strategic giving provides an excellent avenue for PR and media coverage for you and your company. Well-crafted charitable sponsorships and market-driven giving place your name before target audiences and put you across the conference room table from potential business partners and clients.

For businesses not large enough to warrant an in-house Community Relations Specialist or to support a Corporate Social Responsibility function, Rodman & Associates serves to evaluate and implement effective community giving and cross marketing initiatives. Our business clients find this approach more satisfying and cost-effective than hiring designated staff.

Rodman & Associates delivers philanthropic services and proven practices for making sponsorship and media partnerships a success; and provides management and administration for your company’s short-term or long-term needs.

“All organizations present themselves in a better light when aligned with great causes.  Facts have shown (all things being equal) companies that rally around a purpose or are seen as being supportive of causes greater than themselves attract better talent, customers and reputations.  With so many choices, it helps to have professionals aligning my personal and professional goals with those that I can benefit most.”

Jim Warren, Senior Vice President Marketing
World Class Capital Group

Non-Profits

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Rodman & Associates is committed to developing and supporting non-profit leaders via our philanthropic services. To strengthen our impact we elect to work exclusively with one non-profit at a time, typically dedicating six months to a year to the selected charity.

Examples of initiatives undertaken include working with staff and board to evaluate opportunities for program growth and scalability, board development, annual fundraising plans and donor cultivation, and implementing fundamental building blocks and management tools.

“The Dream Come True Foundation engaged Lisa Rodman of Rodman & Associates to assist us, as a young non-profit, to grow and scale. Lisa made an instant and huge impact! She has helped us work through the difficult questions of how and where to grow and how to structure ourselves and position ourselves for growth. We are a different, a more successful, a more focused and a more mature organization because of Lisa. Any non-profit who retains her is in for an exceptional experience.”

Carol Kallendorf, PhD
Co-Founder and Board President
The Dream Come True Foundation

 More Testimonials