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Immediate Payment Charitable Gift Annuity Rates

Clarkson University » Giving » Gift Planning

Glossary

The charts below list payout rates for 1-life and 2-life immediate payment charitable gift annuities. Deferred payment gift annuity rates are dependent on the age(s) of the beneficiary(ies) and the length of the deferral period (at least one year). You may calculate a deferred gift annuity rate on our gift-with-income calculator. Contact us for further information on immediate and deferred gift annuity rates.

Immediate payment 1-life gift annuity rates as of July 1, 2009

Age	Rate	Age	Rate	Age	Rate
50	4.4	65	5.3	80	7.1
51	4.5	66	5.4	81	7.3
52	4.6	67	5.4	82	7.5
53	4.7	68	5.5	83	7.7
54	4.8	69	5.6	84	7.9
55	4.8	70	5.7	85	8.1
56	4.9	71	5.8	86	8.3
57	4.9	72	5.9	87	8.6
58	4.9	73	6.0	88	8.9
59	5.0	74	6.1	89	9.2
60	5.0	75	6.3	90	9.5
61	5.1	76	6.4	91	9.5
62	5.1	77	6.6	92	9.5
63	5.2	78	6.7	93	9.5
64	5.2	79	6.9	94	9.5
				95+	9.5

Immediate payment 2-life gift annuity rates as of July 1, 2009

Younger	Older	Rate	Younger	Older	Rate	Younger	Older	Rate
50	50-52	3.8	70	70-71	5.2	82	90	7.0
50	53-55	3.9	70	72-75	5.3	82	91-92	7.1
50	56-59	4.0	70	76-79	5.4	82	93+	7.2
50	60-63	4.1	70	80+	5.5	83	83	6.6
50	64+	4.2	71	71-73	5.3	83	84	6.7
51	51	3.8	71	74-77	5.4	83	85-86	6.8
51	52-54	3.9	71	78-81	5.5	83	87	6.9
51	55-57	4.0	71	82+	5.6	83	88	7.0
51	58-60	4.1	72	72	5.3	83	89-90	7.1
51	61-64	4.2	72	73-75	5.4	83	91	7.2
51	65+	4.3	72	76-78	5.5	83	92-93	7.3
52	52	3.9	72	79-82	5.6	83	94+	7.4
52	53-55	4.0	72	83+	5.7	84	84	6.8
52	56-58	4.1	73	73-74	5.4	84	85	6.9
52	59-62	4.2	73	75-76	5.5	84	86	7.0
52	63-66	4.3	73	77-79	5.6	84	87-88	7.1
52	67+	4.4	73	80-83	5.7	84	89	7.2
53	53-54	4.0	73	84+	5.8	84	90	7.3
53	55-57	4.1	74	74-75	5.5	84	91-92	7.4
53	58-60	4.2	74	76-78	5.6	84	93	7.5
53	61-63	4.3	74	79-80	5.7	84	94+	7.6
53	64-67	4.4	74	81-84	5.8	85	85	7.0
53	68+	4.5	74	85+	5.9	85	86	7.1
54	54-56	4.1	75	75-76	5.6	85	87	7.2
54	57-58	4.2	75	77-79	5.7	85	88	7.3
54	59-61	4.3	75	80-81	5.8	85	89	7.4
54	62-64	4.4	75	82-84	5.9	85	90-91	7.5
54	65-68	4.5	75	85-88	6.0	85	92	7.6
54	69+	4.6	75	89+	6.1	85	93	7.7
55	55	4.1	76	76-77	5.7	85	94+	7.8
55	56-57	4.2	76	78-79	5.8	86	86	7.2
55	58-59	4.3	76	80-82	5.9	86	87	7.3
55	60-62	4.4	76	83-84	6.0	86	88	7.4
55	63-65	4.5	76	85-87	6.1	86	89	7.5
55	66+	4.6	76	88+	6.2	86	90	7.6
56	56	4.2	77	77-78	5.8	86	91	7.7
56	57-58	4.3	77	79-80	5.9	86	92	7.8
56	59-60	4.4	77	81-82	6.0	86	93	7.9
56	61-63	4.5	77	83-84	6.1	86	94+	8.0
56	64-66	4.6	77	85-87	6.2	87	87	7.4
56	67+	4.7	77	88-91	6.3	87	88	7.6
57	57	4.3	77	92+	6.4	87	89	7.7
57	58-59	4.4	78	78-79	5.9	87	90	7.8
57	60-61	4.5	78	80-81	6.0	87	91	7.9
57	62-64	4.6	78	82	6.1	87	92	8.0
57	65+	4.7	78	83-85	6.2	87	93	8.1
58	58	4.4	78	86-87	6.3	87	94	8.2
58	59-60	4.5	78	88-90	6.4	87	95+	8.3
58	61-62	4.6	78	91+	6.5	88	88	7.7
58	63+	4.7	79	79	6.0	88	89	7.8
59	59	4.5	79	80-81	6.1	88	90	7.9
59	60-61	4.6	79	82-83	6.2	88	91	8.1
59	62-63	4.7	79	84-85	6.3	88	92	8.2
59	64+	4.8	79	86-87	6.4	88	93	8.3
60	60	4.6	79	88-89	6.5	88	94	8.4
60	61-62	4.7	79	90-92	6.6	88	95+	8.5
60	63+	4.8	79	93+	6.7	89	89	8.0
61	61-65	4.8	80	80	6.1	89	90	8.1
61	66+	4.9	80	81	6.2	89	91	8.2
62	62-63	4.8	80	82-83	6.3	89	92	8.4
62	64+	4.9	80	84	6.4	89	93	8.5
63	63-68	4.9	80	85-86	6.5	89	94	8.6
63	69+	5.0	80	87-88	6.6	89	95+	8.7
64	64-66	4.9	80	89-90	6.7	90	90	8.3
64	67+	5.0	80	91-93	6.8	90	91	8.4
65	65	4.9	80	94+	6.9	90	92	8.6
65	66-70	5.0	81	81-82	6.3	90	93	8.7
65	71+	5.1	81	83	6.4	90	94	8.8
66	66-69	5.0	81	84	6.5	90	95+	9.0
66	70-74	5.1	81	85-86	6.6	91	91	8.6
66	75+	5.2	81	87-88	6.7	91	92	8.7
67	67	5.0	81	89	6.8	91	93	8.9
67	68-72	5.1	81	90-92	6.9	91	94	9.1
67	73+	5.2	81	93-94	7.0	91	95+	9.2
68	68-70	5.1	81	95+	7.1	92	92	8.9
68	71-74	5.2	82	82	6.4	92	93	9.1
68	75+	5.3	82	83	6.5	92	94+	9.3
69	69	5.1	82	84	6.6	93+	93+	9.3
69	70-73	5.2	82	85-86	6.7
69	74-77	5.3	82	87	6.8
69	78+	5.4	82	88-89	6.9

This web page does not provide legal or financial advice, nor is it a comprehensive review of the topic. You should consult your legal and financial advisors and Clarkson University before making or planning your gift. (rev. 10/09)