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Charibable Gift Annunity Rates

The following two charts illustrate rates as of July 1, 2011. Contact Doug Freer to learn more and view rates that are specific to your situation.

Based on Single Life

Age

Rate %

60

65

70

75

80

85

90 and over

4.8

5.3

5.8

6.5

7.5

8.4

9.8

 

Based on Two Lives - Joint and Survivor

This chart shows a range of rates. Actual rates are calculated based on the ages of the two annuitants.

Age

Rate %

60

65

70

75

80

90

4.3 to 4.6

5.7 to 5.1

5.2 to 5.6

5.7 to 6.3

6.3 to 7.2

8.8 to 9.6

Charitable gift annuity rates effective July 1, 2011 from the American Council on Gift Annuities. Note: Foundation gift annuities start at age 60. Please contact the Foundation office to find out rates that meet your specific situation.