Coffee Talk: Maximizing Charitable Contributions

Maximizing Charitable Contributions – Strategies for the Giving Season

Join us for a year-end Coffee Talk focused on making the most of your charitable giving.
Beth A. Elwell, CPA with Fullerton Tax Service will share practical strategies to help you give with confidence and understand the tax advantages available this season.

What You’ll Learn:
• How Required Minimum Distributions (RMDs) factor into charitable planning
• The benefits of Qualified Charitable Distributions (QCDs)
• How to use Arizona Charitable Tax Credits before year-end

🗓 December 3rd, 2025
🕙 10:00 AM
📍 Fullerton Financial Planning – Scottsdale
18655 N Claret Dr #105, Scottsdale, AZ 85255

Enjoy coffee, ask questions, and gain clarity on strategies that can make your charitable contributions go further. Seats are limited—reserve yours today.