Annuity Rate Chart
For example, you donate $10,000 of appreciated stock, originally purchased for $2,500, to a Single-Life Gift Annuity with quarterly payments that begin immediately. Assume IRS discount rate of 3.4% for the estimated tax deduction calculation.
Annuitant Age at Gift | Age 65 | Age 70 | Age 75 | Age 80 | Age 85 |
Annuity rate | 5.3% | 5.7% | 6.3% | 7.1% | 8.1% |
Annual payment | $530 | $570 | $630 | $710 | $810 |
Charitable deduction | $3,474 | $4,034 | $4,543 | $5,092 | $5,678 |