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-Patti K.
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Charitable Gift - Two Lives - Annuities

A charitable gift annuity provides you guaranteed income for life and offers several tax advantages.

Annuities may be secured for one life or two, with rights of survivorship. The Franklin United Methodist Community is pleased to offer the following rates* for:

Two-life annuities, for those who want to benefit themselves and another, such as a spouse or child.

Two Lives

YoungerOlder
Age:Age:Rate:
65 65 4.2%
65 66-68 4.3%
65 69-72 4.4%
65 73-95+ 4.5%
66 66-67 4.3%
66 68-71 4.4%
66 72-75 4.5%
66 76-95+ 4.6%
67 67-69 4.4%
67 70-73 4.5%
67 74-95+ 4.6%
68 68 4.4%
68 69-71 4.5%
68 72-75 4.6%
68 76-95+ 4.7%
69 69-70 4.5%
69 71-73 4.6%
69 74-76 4.7%
69 77-95+ 4.8%
70 70-71 4.6%
70 72-74 4.7%
70 75-78 4.8%
70 79-95+ 4.9%
71 71-73 4.7%
71 74-75 4.8%
71 76-79 4.9%
71 80-82 5.0%
71 83-95+ 5.1%
72 72 4.7%
72 73-74 4.8%
72 75-76 4.9%
72 77-79 5.0%
72 80-83 5.1%
72 84-95 + 5.2%
73 73 4.8%
73 74-75 4.9%
73 76-77 5.0%
73 78-80 5.1%
73 81-83 5.2%
73 84-95+ 5.3%
74 74 4.9%
74 75-76 5.0%
74 77-78 5.1%
74 79-80 5.2%
74 81-83 5.3%
74 84-87 5.4%
74 88-95+ 5.5%
75 75 5.0%
75 76-77 5.1%
75 78 5.2%
75 79-81 5.3%
75 82-83 5.4%
75 84-86 5.5%
75 87-95+ 5.6%
76 76-77 5.2%
76 78-79 5.3%
76 80-81 5.4%
76 82-83 5.5%
76 84-85 5.6%
76 86-88 5.7%
76 89-95+ 5.8%
77 77-78 5.3%
77 79 5.4%
YoungerOlder
Age:Age:Rate:
77 80-81 5.5%
77 82-83 5.6%
77 84-85 5.7%
77 86-87 5.8%
77 88-91 5.9%
77 92-95+ 6.0%
78 78 5.4%
78 79 5.5%
78 80-81 5.6%
78 82-83 5.7%
78 84 5.8%
78 85-86 5.9%
78 87-89 6.0%
78 90-92 6.1%
78 93-95+ 6.2%
79 79-80 5.6%
79 81 5.7%
79 82 5.8%
79 83-84 5.9%
79 85-86 6.0%
79 87-88 6.1%
79 89-90 6.2%
79 91-93 6.3%
79 94-95+ 6.4%
80 80 5.7%
80 81 5.8%
80 82 5.9%
80 83-84 6.0%
80 85 6.1%
80 86-87 6.2%
80 88-89 6.3%
80 90-91 6.4%
80 92-93 6.5%
80 94-95+ 6.6%
81 81 5.9%
81 82 6.0%
81 83 6.1%
81 84-85 6.2%
81 86 6.3%
81 87-88 6.4%
81 89 6.5%
81 90-91 6.6%
81 92-94 6.7%
81 95+ 6.8%
82 82 6.1%
82 83 6.2%
82 84 6.3%
82 85-86 6.4%
82 87 6.5%
82 88 6.6%
82 89-90 6.7%
82 91 6.8%
82 92-93 6.9%
82 94-95+ 7.0%
83 83 6.3%
83 84 6.4%
83 85 6.5%
83 86 6.6%
83 87 6.7%
83 88-89 6.8
83 90 6.9
83 91 7.0
83 92-93 7.1
YoungerOlder
Age:Age:Rate:
83 94-95+ 7.2%
84 84 6.5%
84 85 6.6%
84 86 6.7%
84 87 6.8%
84 88 6.9%
84 89 7.0%
84 90 7.1%
84 91 7.2%
84 92-93 7.3%
84 94-95+ 7.4%
85 85 6.7%
85 86 6.9%
85 87 7.0%
8588 7.1%
8589 7.2%
8590 7.3%
8591 7.4%
8592 7.5%
85 93-95+ 7.6%
86 86 7.0%
86 87 7.1%
86 88 7.3%
86 89 7.4%
86 90 7.5%
86 91 7.6%
86 92 7.7%
86 93-95+ 7.8%
87 87 7.3%
87 88 7.4%
87 89 7.5%
87 90 7.7%
87 91 7.8%
87 92 7.9%
87 93-95+ 8.0%
88 88 7.6%
88 89 7.7%
88 90 7.9%
88 91 8.0%
88 92 8.1%
88 93-95+ 8.2%
89 89 7.9%
89 90 8.0%
89 91 8.2%
89 92 8.3%
89 93-95+ 8.5%
90 90 8.2%
90 91 8.4%
90 92 8.5%
90 93 8.7%
90 94-95+ 8.8%
91 91 8.6%
91 92 8.7%
91 93-95+ 8.8%
92 92-95+ 8.8%
93 93-95+ 8.8%
94 95-95+ 8.8%
95 95+ 8.8%
   
   
   
   
   

Cash or check, stocks or bonds, or real estate may fund annuities. The rate of return never changes; it is locked in at the time of the gift and assures you of the rate indicated above for your age.

Annuities will be accepted in the minimum amount of $2,500.

* Rates subject to change

For additional information or to let us know of your plans, you may contact us.