Increase Font Size Decrease Font Size Print Page Contact St. Mary Medical Center

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 3.2% for the estimated tax deduction calculation.

Annuitant Age at Gift

Age 65

Age 70

Age 75

Age 80

Age 85

Age 90

Single Life
Annuity rate

5.3%

5.7%

6.3%

7.1%

8.1%

9.5%

For Two-Life rates, please contact St. Mary's Office of Gift Planning.

Please note that Gift Annuities require a minimum $10,000 investment.


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2013 VirtualGiving.com