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Gift Annuity Payout Rates




Sample of Single Life Gift Annuity Payout Rates
Effective July 1, 2011

Age Current Rate
At time of gift Effective July 1, 2011
65
5.3
66
5.4
67
5.5
68
5.6
69
5.7
70
5.8
71
5.9
72
6.0
73
6.2
74
6.3
75
6.5
76
6.6
77
6.8
78
7.0
79
7.3
80
7.5
81
7.7
82
7.8
83
8.0
84
8.2
85
8.4
86
8.6
87
8.9
88
9.2
89
9.5
90+
9.8

Notes:

Rates established by the American Council on Gift Annuities
Rates subject to change
Two-life payout rates are lower than single life rates











Sample of Two-Life Gift Annuity Payout Rates
Effective July 1, 2011

Younger Age Older Age Current Rate
At time of gift At time of gift Effective July 1, 2011
65
65-67
4.7
65
68-70
4.8
65
71-72
4.9
65
73-76
5.0
65
77-95+
5.1
66
66
4.7
66
67-68
4.8
66
69-70
4.9
66
71-73
5.0
66
74-76
5.1
66
77-95+
5.2
67
67
4.8
67
68-69
4.9
67
70-71
5.0
67
72-74
5.1
67
75-77
5.2
67
78-95+
5.3
68
68
4.9
68
69-70
5.0
68
71-72
5.1
68
73-74
5.2
68
75-78
5.3
68
79-95+
5.4
69
69
5.0
69
70-71
5.1
69
72
5.2
69
73-76
5.3
69
77-79
5.4
69
80-95+
5.5
70
70-71
5.2
70
72-74
5.3
70
75-77
5.4
70
78-81
5.5
70
82-95+
5.6
71
71-72
5.3
71
73-75
5.4
71
76-78
5.5
71
79-81
5.6
71
82-95+
5.7
72
72-74
5.4
72
75-76
5.5
72
77-79
5.6
72
80-82
5.7
72
83-95+
5.8
73
73-75
5.5
73
76-77
5.6
73
78-79
5.7
73
80-82
5.8
73
83-86
5.9
73
87-95+
6.0
74
74
5.5
74
75-76
5.6
74
77-78
5.7
74
79-80
5.8
74
81-82
5.9
74
83-86
6.0
74
87-95+
6.1
75
75-76
5.7
75
77-78
5.8
75
79-80
5.9
75
81-83
6.0
75
84-85
6.1
75
86-89
6.2
75
90-95+
6.3
76
76-77
5.8
76
78-79
5.9
76
80
6.0
76
81-82
6.1
76
83-85
6.2
76
86-88
6.3
76
89-95+
6.4
77
77
5.9
77
78-79
6.0
77
80-81
6.1
77
82
6.2
77
83-84
6.3
77
85-87
6.4
77
88-90
6.5
77
91-95+
6.6
78
78
6.0
78
79
6.1
78
80-81
6.2
78
82
6.3
78
83-84
6.4
78
85-86
6.5
78
87-88
6.6
78
89-91
6.7
78
92-95+
6.8
79
79
6.2
79
80-81
6.3
79
82
6.4
79
83-84
6.5
79
85
6.6
79
86-87
6.7
79
88-89
6.8
79
90-92
6.9
79
93-95+
7.0
80
80
6.3
80
81
6.4
80
82
6.5
80
83
6.6
80
84-85
6.7
80
86
6.8
80
87-88
6.9
80
89-90
7.0
80
91-93
7.1
80
94-95+
7.2
81
81
6.5
81
82
6.6
81
83
6.7
81
84
6.8
81
85-86
6.9
81
87
7.0
81
88-89
7.1
81
90-91
7.2
81
92-93
7.3
81
94-95+
7.4
82
82
6.7
82
83
6.8
82
84
6.9
82
85
7.0
82
86
7.1
82
87-88
7.2
82
89
7.3
82
90-91
7.4
82
92-93
7.5
82
94-95+
7.6
83
83
6.9
83
84
7.0
83
85
7.1
83
86
7.2
83
87
7.3
83
88
7.4
83
89
7.5
83
90-91
7.6
83
92
7.7
83
93-95+
7.8
84
84
7.1
84
85
7.2
84
86
7.3
84
87
7.5
84
88-89
7.6
84
90
7.7
84
91
7.8
84
92
7.9
84
93-95+
8.0
85
85
7.4
85
86
7.5
85
87
7.6
85
88
7.7
85
89
7.8
85
90
7.9
85
91
8.0
85
92
8.1
85
93-95+
8.2
86
86
7.6
86
87
7.8
86
88
7.9
86
89
8.0
86
90
8.1
86
91
8.2
86
92
8.3
86
93-95+
8.4
87
87
7.9
87
88
8.0
87
89
8.2
87
90
8.3
87
91
8.4
87
92
8.5
87
93
8.6
87
94-95+
8.7
88
88
8.2
88
89
8.3
88
90
8.5
88
91
8.6
88
92
8.8
88
93
8.9
88
94-95+
9.0
89
89
8.5
89
90
8.7
89
91
8.8
89
92
9.0
89
93
9.1
89
94
9.2
89
95+
9.3
90
90
8.8
90
91
9.0
90
92
9.2
90
93
9.3
90
94
9.5
90
95+
9.6
91
91
9.2
91
92
9.4
91
93-95+
9.6
92
92-95+
9.6
93
93-95+
9.6
94
94-95+
9.6
95
95+
9.6

Notes:

Rates established by the American Council on Gift Annuities
Rates subject to change
Two-life payout rates are lower than single life rates




PO Box 9716
Federal Way, WA 98063-9716
800-426-5753 | Fax: 253-815-3174
E-mail: giftplanning@worldvision.org

World Vision
Phone: 1-888-511-6548
P.O. Box 9716
Federal,WA 98063-9716
© 2008 World Vision Inc.