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Gift Annuities

You may find these sample calculations for a $10,000 charitable gift annuity helpful. Note that the rates cited are current as of May 17, 2012.  

Single Life Annuity

Age(s) 

 Payout Rate  Annual Income  Charitable Deduction
 65  4.7% $470
$2,956 
 70  5.1%  $510  $3,691
 75  5.8%  $580  $4,268
 80  6.8%  $680  $4,791
 85  7.8%  $780  $5,502

 

 

 



Two-Life Annuity

Age(s) Payout Rate Annual Income Charitable Deduction
65/65 4.2% $420 $2,101
75/75 5.0% $500 $3,490
85/85 6.7% $670 $4,664

 

SJP Tomorrow

Published twice yearly by the Office for Institutional Advancement, SJP Tomorrow provides current hepful information about planned giving options.

To Learn More

For more information about planned giving at St. John's, please email Deb Marino, Senior Managing Director of Leadership Giving/Campaign Coordinator, or call 978.774.6727 x 358.

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