Charitable Gift Annuities
When you establish a charitable gift annuity with the Oblate Annuity Trust (minimum $5,000), you will receive annual fixed payments for the rest of your life (minimum age 59 ½). The annuity rate is based on the donor’s age at the time the charitable gift annuity is established. You will also receive a one-time charitable deduction for the year the gift is made. Upon your death, the amount remaining in your annuity account will strengthen the Oblates’ many ministries, creating a lasting legacy in your memory.
A charitable gift annuity can also be funded with securities such as appreciated stock. With this type of gift you can partially bypass capital gains tax.
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Gift Annuity Rates
Effective September 1, 2020
| AGE | RATE | AGE | RATE | AGE | RATE | ||
| 60 | 3.9 | 71 | 4.8 | 82 | 7.0 | ||
| 61 | 4.0 | 72 | 4.9 | 83 | 7.2 | ||
| 62 | 4.0 | 73 | 5.1 | 84 | 7.4 | ||
| 63 | 4.1 | 74 | 5.2 | 85 | 7.6 | ||
| 64 | 4.2 | 75 | 5.4 | 86 | 7.8 | ||
| 65 | 4.2 | 76 | 5.6 | 87 | 8.0 | ||
| 66 | 4.3 | 77 | 5.8 | 88 | 8.2 | ||
| 67 | 4.4 | 78 | 6.0 | 89 | 8.4 | ||
| 68 | 4.5 | 79 | 6.2 | 90+ | 8.6 | ||
| 69 | 4.6 | 80 | 6.5 | ||||
| 70 | 4.7 | 81 | 6.7 |
For a no obligation proposal |
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Call Dawn at 1-800-233-6264 |
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| Mailing Address: Office of Charitable and Planned Giving 9480 N. De Mazenod Dr. Belleville, IL 62223-1160 |
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| Legal Title: Oblate Missionary Society, Inc. Tax ID: 26-0634043 |
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