Applicable Federal Rates

January 2020

February 2020

March 2020

2.0%
2.2%
1.8%


In valuing deferred gifts, donors may choose tables using the most favorable applicable federal rate (AFR, or §7520 rate) from that in effect for the month of the gift or from either of the two months preceding the month of the gift. Rates (120% of the midterm rate) are published on or about the 20th of each month by the IRS.

Elect highest rate available:
Charitable remainder annuity trust
Charitable remainder unitrust
Charitable gift annuity (for largest deduction)
Gift of remaining life estate in farm or personal residence
Gift of life income interest in any trust

Elect lowest rate available:
Charitable lead trusts
Charitable gift annuity (for large tax-free payout)
Remainder interest in farm or personal residence
Remainder interests, generally

Gift Calculator

Calculate planned gift options to find the solution that matches your intentions.

 

Charitable Giving
Tax Service Online

CGTS-Online covers every aspect of lifetime contributions, charitable bequests, charitable remainder trusts, gift annuities, pooled income funds, charitable lead trusts and much more.

To register for this extremely useful tool, just click on CGTS-Online.

 

AICR's OFFICE OF
GIFT PLANNING

We are ready to work with you or your financial advisor. Our staff can provide detailed information about the various types of planned gifts, and will work with you to help create the planned gift that works for you.

To reach an AICR Gift Planning staff person, send an e-mail to gifts@aicr.org or call:

1-800-843-8114
9 a.m. to 5 p.m. ET, Monday to Friday

 

Charitable Giving
Tax Service Online

CGTS-Online covers every aspect of lifetime contributions, charitable bequests, charitable remainder trusts, gift annuities, pooled income funds, charitable lead trusts and much more.

To register for this extremely useful tool, just click on CGTS-Online.

 

AICR's OFFICE OF
GIFT PLANNING

We are ready to work with you or your financial advisor. Our staff can provide detailed information about the various types of planned gifts, and will work with you to help create the planned gift that works for you.

To reach an AICR Gift Planning staff person, send an e-mail to gifts@aicr.org or call:

1-800-843-8114
9 a.m. to 5 p.m. ET, Monday to Friday

 

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