Annuity Rate Chart
For example, you donate $20,000 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 |
Age 90 |
Single Life
Annuity rate | 5.3% | 5.7% | 6.3% | 7.1% | 8.1% |
9.5% |
For Two-Life rates, please contact UCSB's Office of Gift Planning.
Please note that Gift Annuities require a minimum $20,000 investment.
