How Are Charitable Gift Annuity Rates Established?
The American Council on Gift Annuities establishes gift annuity rates by taking into account your age and the current investment climate. Below are tables illustrating rates for one-life and two-life gift annuities. Annuity Payout Rate for One Life Age Rate 50 5.50% 60 6.00% 70 6.70% 80 8.30% Annuity Payout Rate for Two Lives Age Rate 50/50 4.70% 60/60 5.60% 70/70 6.10% 80/80 7.10% If you would like more information about charitable gift annuities, please call our Donor Relations Manager, Lucy Willis, at 245-0231 Ext. 5055 or by email at lwillis@tbhinc.org Charitable Lead Trusts Did you know that our nation’s tax laws multiply gifts back to the giver? A charitable lead trust provides charity income payments for a term. When the trust term is over, the trust is distributed to you or your heirs. Although you temporarily forgo the investment income, you or your heirs ultimately receive the property. Charitable Lead Trust Payments You can choose whether to pay the charitable lead beneficia