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In the context of planned giving, expected return is the total amount of annuity payments that a gift annuitant is predicted to receive over his or her lifetime. This amount equals the annual annuity payment multiplied by the annuitant's life expectancy. If there are two annuitants, this amount equals the annual annuity payment multiplied by the joint life expectancy of both annuitants.
The expected return is displayed on the Actuarial Calculations chart in Planned Giving Manager (PGM) for gift annuities. If you are a PGM license holder, see the Help section in the software for more details.
