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Gift Annuity Rates

To view your estimated current payment gift annuity rate, select either the single life or two lives option, enter the age (50+) of one or both annuitants, and your rate will automatically update in the rate field.

Please note that the IRS discount rate, which is used to determine qualified gift annuity rates from month to month, may limit the rates which Wheaton can offer, occasionally causing the following calculated rates to be too high, particularly for younger ages (50-64). Thus, the current payment gift annuity rates provided by this calculator are for illustration only. To obtain the most accurate gift annuity information applicable to your situation, including deferred payment gift annuity rates (which are generally higher),  request a customized, no-obligation illustration.