Gift Annuity Rates

Click here for historic suggested maximum rate schedules going back to July 1, 1999.
If you are interested in information on rates prior to July 1, 1999, please contact us.

 

Brochures
Click here to download electronic or order current rates brochures.

Rates Effective January 1, 2012 To Remain the Same

Approved by the American Council on Gift Annuities on April 15, 2013
Information last updated April 15, 2013

IMMEDIATE AND DEFERRED GIFT ANNUITY RATES WILL REMAIN THE SAME

The American Council on Gift Annuities (ACGA) board of directors held its semi-annual meeting on April 15. The board conducted its regular review of the assumptions underlying the rates schedule for charitable gift annuities and voted to make no changes to the suggested maximum rates that originally became effective January 1, 2012. The current rate schedule will remain in effect until further notice.  Click here for the rates effective January 1, 2012.

Suggested Maximum Rate Schedules Effective January 1, 2012

New Suggested Maximum Rate Schedules Effective January 1, 2012 (reconfirmed on April 15, 2013)
Approved by the American Council on Gift Annuities on November 7, 2011

The American Council on Gift Annuities (ACGA) board of directors held its semi-annual meeting on November 7, 2011. As part of a continual monitoring process, the board reviewed the current assumptions that underlie the rates schedules.  Given the significant changes in the economic environment, the board approved a new schedule of suggested maximum gift annuity rates which will become effective January 1, 2012.  At ages older than 60, when the majority of gift annuities are issued, one-life rates will decline by 0.5% to 0.8%.

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