Sample Charitable Gift Annuity Rates

One Life

Two Lives

Age

Rate

Age

Rate

50

4.8%

50,50

4.2%

55

5.1%

55,55

4.5%

60

5.4%

60,60

5.0%

65

5.9%

65,65

5.2%

70

6.5%

70, 70

5.7%

75

7.1%

75,75

6.3%

80

8.0%

80,80

6.9%

85

9.5%

85,85

7.9%

Note: These are accurate rates as of September, 2004. However, rates do change from time to time. Please contact the Gift Planning Office for current rates.

A deferred gift annuity, which is appropriate for someone who wishes to delay receiving payments can effectively increase the payout rate. For example, if you are age 60 and set up a deferred gift annuity now to begin payments when you are 65, the effective annuity payout rate would be 7.4% instead of 5.4%

 

 

 

 

 

 

 

 

 
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