October 26, 2023 – DAFs by Houston Jewish Community Foundation Panel

October 26, 2023

DAFs by Houston Jewish Community Foundation Panel

Presented by Cindy Dauber Anapolsky, Roberta Herman Dietrich and Paul K. Weaver

Donor-advised funds (DAFs) have been increasingly used by donors and offered through community foundations and national DAF sponsors as an attractive way for donors to do philanthropy. To make sure that you and your nonprofit are proactive and capitalizing on this donor-friendly giving vehicle, the Houston Jewish Community Foundation will help participants better understand:

• What is a DAF, and how do they work?

• What are the benefits of DAFs, and who is using them?

• What types of assets go into DAFs?

• How can donors use DAFS with legacy giving?

Cindy Dauber Anapolsky currently serves the Houston Jewish Community Foundation as the Senior Director of Charitable Giving. Since 2014, Cindy has collaborated with individuals and professional advisors to achieve philanthropic goals. She manages the Create a Legacy program, the local chapter of the national Life & Legacy program of the Harold Grinspoon Foundation. Prior to joining the HJCF, Cindy was a tax manager specializing in tax-exempt organizations at accounting firms. Cindy holds a BS in Economics from the Wharton School of Business at the University of Pennsylvania. She graduated magma cum laude from the Washington College of Law at the American University. She is a Certified Public Accountant.

Roberta Herman Dietrich has served as the Executive Director/CEO of the Houston Jewish Community Foundation (“HJCF”) since December 2007. She was previously the Director of Donor Services at the Dallas Jewish Community Foundation for ten years. During her tenure with HJCF, its assets have grown from $90 million to more than $280 million. Roberta works closely with HJCF legacy and charitable fund donors, engaging new prospects, local nonprofits, and professional advisors. A native Texan, who grew up in Houston, she spent time in Israel volunteering and studying before deciding to take her chosen professional path as a philanthropic professional.

Paul K. Weaver, Chief Financial Officer of the Houston Jewish Community Foundation, has worked there for 14 years. He is a native Houstonian and graduated from the University of Houston with a major in accounting. Prior to joining HJCF, he worked for an international public accounting firm after college (now part of Deloitte) and then for several for-profit companies (Hunter Chemicals, IVEX, Compaq, and as a consultant). He enjoys working in an environment where you feel that the work you do each day makes a difference and positively impacts people’s lives.