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Historical IRS Discount Rates

Prior to May 1989, the discount rate was fixed at 10%. The tables below contain the historic rates of the month starting in January 1989.

These rates are programmed into our Planned Giving Manager and Gift Annuity Manager software up through the month of the current version's release. The software prompts the user to enter the new rate on the first of the month, and, once entered, that rate is stored in the program.

When calculating the contribution value of a planned gift made on or after 5/1/89, you may use the discount rate for the month of the gift or for either of the prior two months. The IRS discount rate was fixed at 10.0% for gifts made from 12/1/83 to 4/30/89.

2010

2011

2012

2013

2014

2015

2016

January

3.0

2.4

1.4

1.0

2.2

 

 

February

3.4

2.8

1.4

1.2

2.4

 

 

March

3.2

3.0

1.4

1.4

2.2

 

 

April

3.2

3.0

1.4

1.4

2.2

 

 

May

3.4

3.0

1.6

1.2

2.4

 

 

June

3.2

2.8

1.2

1.2

2.2

 

 

July

2.8

2.4

1.2

1.4

2.2

 

 

August

2.6

2.2

1.0

2.0

2.2

 

 

September

2.4

2.0

1.0

2.0

 

 

 

October

2.0

1.4

1.2

2.4

 

 

 

November

2.0

1.4

1.0

2.0

 

 

 

December

1.8

1.6

1.2

2.0

 

 

 

2010

2011

2012

2013

2014

2015

2016

 

2003

2004

2005

2006

2007

2008

2009

January

4.2

4.2

4.6

5.4

5.6

4.4

2.4

February

4.0

4.2

4.6

5.2

5.6

4.2

2.0

March

3.8

4.0

4.6

5.4

5.8

3.6

2.4

April

3.6

3.8

5.0

5.6

5.6

3.4

2.6

May

3.8

3.8

5.2

5.8

5.6

3.2

2.4

June

3.6

4.6

4.8

6.0

5.6

3.8

2.8

July

3.0

5.0

4.6

6.0

6.0

4.2

3.4

August

3.2

4.8

4.8

6.2

6.2

4.2

3.4

September

4.2

4.6

5.0

6.0

5.8

4.2

3.4

October

4.4

4.4

5.0

5.8

5.2

3.8

3.2

November

4.0

4.2

5.0

5.6

5.2

3.6

3.2

December

4.2

4.2

5.4

5.8

5.0

3.4

3.2

2003

2004

2005

2006

2007

2008

2009

 

1996

1997

1998

1999

2000

2001

2002

January

6.8

7.4

7.2

5.6

7.4

6.8

5.4

February

6.8

7.6

6.8

5.6

8.0

6.2

5.6

March

6.6

7.8

6.8

5.8

8.2

6.2

5.4

April

7.0

7.8

6.8

6.4

8.0

6.0

5.6

May

7.6

8.2

6.8

6.2

7.8

5.8

6.0

June

8.0

8.2

7.0

6.4

8.0

6.0

5.8

July

8.2

8.0

6.8

7.0

8.0

6.2

5.6

August

8.2

7.6

6.8

7.2

7.6

6.0

5.2

September

8.0

7.6

6.6

7.2

7.6

5.8

4.6

October

8.0

7.6

6.2

7.2

7.4

5.6

4.2

November

8.0

7.4

5.4

7.4

7.2

5.0

3.6

December

7.6

7.2

5.4

7.4

7.0

4.8

4.0

1996

1997

1998

1999

2000

2001

2002

 

1989

1990

1991

1992

1993

1994

1995

January

10.0

9.6

9.8

8.2

7.6

6.4

9.6

February

10.0

9.8

9.6

7.6

7.6

6.4

9.6

March

11.2*

10.2

9.4

8.0

7.0

6.4

9.4

April

11.6*

10.6

9.6

8.4

6.6

7.0

8.8

May

11.6

10.6

9.6

8.6

6.6

7.8

8.6

June

11.2

11.0

9.6

8.4

6.4

8.4

8.2

July

10.6

10.6

9.6

8.2

6.6

8.2

7.6

August

10.0

10.4

9.8

7.8

6.4

8.4

7.2

September

9.6

10.2

9.6

7.2

6.4

8.4

7.6

October

10.2

10.6

9.0

7.0

6.0

8.6

7.6

November

10.0

10.6

8.6

6.8

6.0

9.0

7.4

December

9.8

10.2

8.6

7.4

6.2

9.4

7.2

1989

1990

1991

1992

1993

1994

1995

*The rates listed for March and April 1989 were transition rates that could be used for gifts made in May and June 1989.

"Sun Health Foundation has a strong commitment to service excellence and the best possible care for the patients in our hospitals. We want our donors to receive the same high quality service. PG Calc has demonstrated that they share our work ethic and our commitment to service."

Pamela K. Meyerhoffer
FAHP, CEO
Sun Health Foundation


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