How It Works
A charitable gift annuity is a simple agreement in which you give cash, or other assets, such as stock, in exchange for fixed payments for you or you and someone else you choose, for your lifetimes. After your lifetime, Shriners Hospitals for Children® uses the remaining balance for our work.
The following charts are based on a gift of $20,000 in cash or appreciated securities (cost basis of $15,000), annual payments and a 5.2% CMFR.
Age | Annuity rate | Annual payment received | Charitable deduction |
---|---|---|---|
60 | 4.9% | $980 | $7,059 |
65 | 5.4% | $1,080 | $7,289 |
70 | 5.9% | $1,180 | $7,965 |
75 | 6.6% | $1,320 | $8,739 |
80 | 7.6% | $1,520 | $9,613 |
85 | 8.7% | $1,740 | $10,942 |
90+ | 9.7% | $1,940 | $12,603 |
Ages | Annuity rate | Annual payment received | Charitable deduction |
---|---|---|---|
60/60 | 4.7% | $940 | $6,489 |
60/65 | 4.8% | $960 | $6,687 |
65/65 | 5.0% | $1,000 | $6,795 |
65/70 | 5.2% | $1,040 | $6,885 |
70/70 | 5.5% | $1,100 | $6,987 |
70/75 | 5.8% | $1,160 | $7,065 |
75/75 | 6.5% | $1,240 | $7,280 |
75/80 | 6.5% | $1,300 | $7,632 |
80/80 | 6.9% | $1,380 | $8,220 |
80/85 | 7.3% | $1,460 | $8,659 |
85/85 | 8.1% | $1,620 | $9,041 |
85/90 | 8.7% | $1,740 | $9,475 |
90/90 | 9.8% | $1,960 | $9,935 |
90/95+ | 9.9% | $1,980 | $11,011 |
Rates are subject to change. Please contact us for a personalized illustration.