Charitable Gift Annuity

Values a term-certain charitable gift annuity payment stream and the resulting charitable value.

Gift Annuity Setup

Transfer

Contribution amount

Valuation date

Term

years

Payment

Annual payment

This page models a fixed term-certain payment stream. Life-contingent reserve, mortality, and exclusion-ratio calculations are separate assumptions.

Section 7520 Rate

Section 7520 rate

Annual term-certain payment stream.

Ready for gift annuity valuation

Calculate once to populate the donor payment value, charitable value, and discounted payment schedule.