Gift Annuity Rates

A gift annuity is one way you can make a future gift, receive a fixed income for life, and receive an income tax deduction at the time of the gift. Annuity rates are a percentage of the value of your gift and are determined by your age at the time of your contribution. For example, a single person, 80 years old, will earn a 8 percent annual income, or $2,000 on a $25,000 annuity.

Gift Annuity Rates
(Effective July 1, 2003)

One Life Two Lives
Age 55 5.5% Ages 55 & 57 5.0%
Age 65 6.0% Ages 65 & 67 5.7%
Age 75 7.1% Ages 75 & 77 6.4%
Age 85 9.5% Ages 85 & 87 8.1%
Age 90+ 11.3% Ages 95 & 97 11.1%
 
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