Sample Charitable Gift Annuity Rates

One Life

Two Lives

Age

Rate

Age

Rate

50

5.1%

50,50

4.4%

55

5.3%

55,55

4.7%

60

5.5%

60,60

5.2%

65

5.7%

65,65

5.4%

70

6.1%

70, 70

5.6%

75

6.7%

75,75

6.0%

80

7.6%

80,80

6.6%

85

8.9%

85,85

7.4%

Note: These are accurate rates as of September, 2008. 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 7.1% instead of 5.5%

 

 

 

 

 

 

 

 

 
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