Foundations and Family Giving

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

Other Services


Business and Corporate Giving

Wealth Advisors