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Gift Annuity Rates
CHARITABLE GIFT ANNUITY RATES
Effective July 1, 2008
SINGLE LIFE
Round age to nearest year
(note: Two Lives table follows)
Age |
Rate |
60 |
5.5 |
61 |
5.5 |
62 |
5.6 |
63 |
5.6 |
64 |
5.7 |
65 |
5.7 |
66 |
5.8 |
67 |
5.9 |
68 |
6.0 |
69 |
6.0 |
70 |
6.1 |
71 |
6.2 |
72 |
6.3 |
73 |
6.5 |
74 |
6.6 |
75 |
6.7 |
76 |
6.9 |
77 |
7.0 |
78 |
7.2 |
79 |
7.4 |
80 |
7.6 |
81 |
7.8 |
82 |
8.0 |
83 |
8.3 |
84 |
8.6 |
85 |
8.9 |
86 |
9.2 |
87 |
9.5 |
88 |
9.8 |
89 |
10.1 |
90 and over |
10.5 |
TWO LIVES – JOINT & SURVIVOR
Younger Age |
Older Age |
Rate |
60 |
60-64 |
5.2 |
60 |
65+ |
5.3 |
61 |
61-62 |
5.2 |
61 |
63+ |
5.3 |
62 |
62-67 |
5.3 |
62 |
68+ |
5.4 |
63 |
63-66 |
5.3 |
63 |
67+ |
5.4 |
64 |
64-65 |
5.3 |
64 |
66-70 |
5.4 |
64 |
71+ |
5.5 |
65 |
65-68 |
5.4 |
65 |
69+ |
5.5 |
66 |
66-67 |
5.4 |
66 |
68-72 |
5.5 |
66 |
73+ |
5.6 |
67 |
67-70 |
5.5 |
67 |
71-75 |
5.6 |
67 |
76+ |
5.7 |
68 |
68-69 |
5.5 |
68 |
70-73 |
5.6 |
68 |
74-78 |
5.7 |
68 |
79+ |
5.8 |
69 |
69-72 |
5.6 |
69 |
73-75 |
5.7 |
69 |
76+ |
5.8 |
70 |
70 |
5.6 |
70 |
71-74 |
5.7 |
70 |
75-78 |
5.8 |
70 |
79+ |
5.9 |
71 |
71-72 |
5.7 |
71 |
73-76 |
5.8 |
71 |
77-79 |
5.9 |
71 |
80+ |
6.0 |
72 |
72-74 |
5.8 |
72 |
75-77 |
5.9 |
72 |
78-81 |
6.0 |
72 |
82+ |
6.1 |
73 |
73 |
5.8 |
73 |
74-76 |
5.9 |
73 |
77-78 |
6.0 |
73 |
79-82 |
6.1 |
73 |
83-86 |
6.2 |
73 |
87+ |
6.3 |
74 |
74 |
5.9 |
74 |
75-77 |
6.0 |
74 |
78-80 |
6.1 |
74 |
81-82 |
6.2 |
74 |
83-86 |
6.3 |
74 |
87+ |
6.4 |
75 |
75-76 |
6.0 |
75 |
77-78 |
6.1 |
75 |
79-80 |
6.2 |
75 |
81-83 |
6.3 |
75 |
84-86 |
6.4 |
75 |
87+ |
6.5 |
76 |
76-77 |
6.1 |
76 |
78-79 |
6.2 |
76 |
80-81 |
6.3 |
76 |
82-83 |
6.4 |
76 |
84-86 |
6.5 |
76 |
87-90 |
6.6 |
76 |
91+ |
6.7 |
77 |
77 |
6.2 |
77 |
78-79 |
6.3 |
77 |
80-81 |
6.4 |
77 |
82-84 |
6.5 |
77 |
85-86 |
6.6 |
77 |
87-89 |
6.7 |
77 |
90+ |
6.8 |
78 |
78 |
6.3 |
78 |
79-80 |
6.4 |
78 |
81-82 |
6.5 |
78 |
83-84 |
6.6 |
78 |
85-86 |
6.7 |
78 |
87-88 |
6.8 |
78 |
89-92 |
6.9 |
78 |
93+ |
7.0 |
79 |
79 |
6.4 |
79 |
80 |
6.5 |
79 |
81-82 |
6.6 |
79 |
83-84 |
6.7 |
79 |
85-86 |
6.8 |
79 |
87-88 |
6.9 |
79 |
89-90 |
7.0 |
79 |
91-94 |
7.1 |
79 |
95+ |
7.2 |
80 |
80-81 |
6.6 |
80 |
82 |
6.7 |
80 |
83-84 |
6.8 |
80 |
85-86 |
6.9 |
80 |
87 |
7.0 |
80 |
88-89 |
7.1 |
80 |
90-92 |
7.2 |
80 |
93+ |
7.3 |
81 |
81 |
6.7 |
81 |
82 |
6.8 |
81 |
83-84 |
6.9 |
81 |
85 |
7.0 |
81 |
86-87 |
7.1 |
81 |
88-89 |
7.2 |
81 |
90-91 |
7.3 |
81 |
92-93 |
7.4 |
81 |
94+ |
7.5 |
82 |
82-83 |
6.9 |
82 |
84 |
7.0 |
82 |
85 |
7.1 |
82 |
86-87 |
7.2 |
82 |
88 |
7.3 |
82 |
89-90 |
7.4 |
82 |
91 |
7.5 |
82 |
92-94 |
7.6 |
82 |
95+ |
7.7 |
83 |
83 |
7.0 |
83 |
84 |
7.1 |
83 |
85 |
7.2 |
83 |
86 |
7.3 |
83 |
87-88 |
7.4 |
83 |
89 |
7.5 |
83 |
90 |
7.6 |
83 |
91-92 |
7.7 |
83 |
93-94 |
7.8 |
83 |
95+ |
7.9 |
84 |
84 |
7.2 |
84 |
85 |
7.3 |
84 |
86 |
7.4 |
84 |
87 |
7.5 |
84 |
88 |
7.6 |
84 |
89-90 |
7.7 |
84 |
91 |
7.8 |
84 |
92 |
7.9 |
84 |
93-94 |
8.0 |
84 |
95+ |
8.1 |
85 |
85 |
7.4 |
85 |
86 |
7.5 |
85 |
87 |
7.6 |
85 |
88 |
7.7 |
85 |
89 |
7.8 |
85 |
90 |
7.9 |
85 |
91 |
8.0 |
85 |
92 |
8.1 |
85 |
93-94 |
8.2 |
85 |
95+ |
8.3 |
86 |
86 |
7.6 |
86 |
87 |
7.8 |
86 |
88 |
7.9 |
86 |
89 |
8.0 |
86 |
90 |
8.1 |
86 |
91 |
8.2 |
86 |
92-93 |
8.3 |
86 |
94 |
8.4 |
86 |
95+ |
8.5 |
87 |
87 |
7.9 |
87 |
88 |
8.0 |
87 |
89 |
8.1 |
87 |
90 |
8.2 |
87 |
91 |
8.3 |
87 |
92 |
8.4 |
87 |
93 |
8.5 |
87 |
94 |
8.6 |
87 |
95+ |
8.7 |
88 |
88 |
8.1 |
88 |
89 |
8.3 |
88 |
90 |
8.4 |
88 |
91 |
8.5 |
88 |
92 |
8.6 |
88 |
93 |
8.8 |
88 |
94 |
8.9 |
88 |
95+ |
9.0 |
89 |
89 |
8.4 |
89 |
90 |
8.6 |
89 |
91 |
8.7 |
89 |
92 |
8.8 |
89 |
93 |
9.0 |
89 |
94 |
9.1 |
89 |
95+ |
9.2 |
90 |
90 |
8.7 |
90 |
91 |
8.9 |
90 |
92 |
9.0 |
90 |
93 |
9.2 |
90 |
94 |
9.3 |
90 |
95+ |
9.4 |
91 |
91 |
9.0 |
91 |
92 |
9.2 |
91 |
93 |
9.4 |
91 |
94 |
9.5 |
91 |
95+ |
9.7 |
92 |
92 |
9.4 |
92 |
93 |
9.6 |
92 |
94 |
9.7 |
92 |
95+ |
9.9 |
93 |
93 |
9.8 |
93 |
94 |
10.0 |
93 |
95+ |
10.1 |
94 |
94+ |
10.2 |
95 & over |
95+ |
10.3 |
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