Planned Giving - Claremont McKenna College

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CMC Charitable Gift Annuity Rates

The gift annuity rate tables below illustrate the single-life gift annuity rates and selected two-life gift annuity rates currently offered by Claremont McKenna College.

Higher Rates
The Board of Trustees at Claremont McKenna College has elected to offer charitable gift annuity rates that are higher than the gift annuity rates recommended by the American Council on Gift Annuities. The Board retains the right to make future modifications to the rates (applicable only to new gift annuities).

Temporary Forced Rate Reductions at Certain Ages
Due to a significant decline in the monthly IRS discount rate used in calculating the charitable deduction (the "discount rate" is the IRS's presumed annual return by the charity on the gift once invested), and a requirement by the IRS that the charitable deduction must equal at least 10% of the gift amount, the College is forced to temporarily lower the gift annuity rate that it can offer at certain ages. The gift annuity rates in the chart below reflect the highest gift annuity rate the College can offer based on the current discount rate (1.4%).

The CMC Gift Annuity is not available to New York residents.

Single Life Gift Annuity Rates

Age	Rate	Age	Rate	Age	Rate	Age	Rate
60	4.9724%	73	8.1566%	82	11%	91	14.2%
65	5.877%	74	8.5475%	83	11.3%	92	14.4%
66	6.0956%	75	8.8%	84	11.7%	93	14.6%
67	6.3304%	76	9.0%	85	12%	94	14.8%
68	6.5824%	77	9.3%	86	12.4%	95+	15.0%
69	6.8528%	78	9.6%	87	12.8%
70	7.1433%	79	9.9%	88	13.2%
71	7.4561%	80	10.3%	89	13.6%
72	7.7933%	81	10.6%	90	14%

Selected Two-Life Gift Annuity Rates

Age	Rate	Age	Rate	Age	Rate
60 & 60	4.0353%	79 & 79	8.1652%	90 & 90	12.1%
65 & 65	4.6712%	80 & 80	8.5763%	91 & 91	12.2%
70 & 70	5.5489%	81 & 81	9.0%	92 & 92	12.2%
71 & 71	5.7636%	82 & 82	9.4%	93 &93	12.2%
72 & 72	5.9942%	83 & 83	9.7%	94 & 94	12.3%
73 & 73	6.2418%	84 & 84	10.1%	95 & 95	12.3%
74 & 74	6.5076%	85 & 85	10.4%	96 & 96	12.4%
75 & 75	6.793%	86 & 86	10.7%	97 & 97+	12.5%
76 & 76	7.0995%	87 & 87	11.1%
77 & 77	7.4289%	88 & 88	11.4%
78 & 78	7.7834%	89 & 89	11.8%

See how a charitable gift annuity can benefit you.

For more information, contact:

Claremont McKenna College
Office of Planned Giving
400 North Claremont Boulevard
Claremont, CA 91711-4015
Toll-free 888-311-4717 or 909-621-8095
plannedgiving@cmc.edu

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