 
There
are many ways that planned gifts can benefit donors and charities. Each option listed
on this site offers different tax advantages to the donor. Smith's planned giving
staff can help you determine which planned gift might be right for you. For more information, please click on any
area that interests you.
Please note: Rates for Immediate and Deferred Charitable Gift Annuities Will Decline this Fall
As of October 1, 2008, Smith will reduce the rates it offers for charitable gift annuities. Annuity rates are still appealing when compared with CDs or yields on stocks, and this type of gift offers a way to support Smith and retain an income stream for life for you or a loved one.
The current rates for immediate gift annuities are listed below, along with the rates that will become effective on October 1. Learn more about how a charitable gift annuity could benefit both you and Smith.
Deferred payments gift annuity rates will also decline. To ask for a tailored illustration, please contact the Office of Gift Planning at planned_giving@smith.edu or at (800) 241-2056 option 5.
Age |
Current Rate |
New Rate |
60 |
5.7 |
5.5 |
61 |
5.8 |
5.5 |
62 |
5.9 |
5.6 |
63 |
6.0 |
5.6 |
64 |
6.0 |
5.7 |
65 |
6.0 |
5.7 |
66 |
6.1 |
5.8 |
67 |
6.2 |
5.9 |
68 |
6.3 |
6.0 |
69 |
6.4 |
6.0 |
70 |
6.5 |
6.1 |
71 |
6.6 |
6.2 |
72 |
6.7 |
6.3 |
73 |
6.8 |
6.5 |
74 |
6.9 |
6.6 |
75 |
7.1 |
6.7 |
76 |
7.2 |
6.9 |
77 |
7.4 |
7.0 |
78 |
7.6 |
7.2 |
79 |
7.8 |
7.4 |
80 |
8.0 |
7.6 |
81 |
8.3 |
7.8 |
82 |
8.5 |
8.0 |
83 |
8.8 |
8.3 |
84 |
9.2 |
8.6 |
85 |
9.5 |
8.9 |
86 |
9.9 |
9.2 |
87 |
10.2 |
9.5 |
88 |
10.6 |
9.8 |
89 |
11.0 |
10.1 |
90 and over |
11.3 |
10.5 |
|
