Terms & conditions for grants

Standard grant terms and conditions

These are the standard terms and conditions for grants awarded by The Health Lottery Foundation. If we ask you to agree to further conditions, they will be in your written grant offer. It is important that you read the terms and conditions carefully so that you understand your responsibilities. It is also important for you to share our terms and conditions with the people responsible for managing your organisation’s finances and funded activities.
If you do not wish to agree to our terms and conditions (whether standard or additional) please tell us immediately and we will withdraw the grant offer.
In this document:

‘you’ and ‘your’ means the organisation we have offered a grant.
‘we’ and ‘our’ means The Health Lottery Foundation; and
‘written agreement’ or ‘in writing’ includes email or other electronic/digital communications.

You must only you use our grant for the purpose stated in our grant offer letter unless agreed in writing with The Health Lottery Foundation. You must tell us if:

you want to do something different with the grant.
you cannot use all or part of the grant (normally by the date stated in our written offer); or
you receive funding from somewhere else which duplicates our grant.
In the event of your organisation being wound up, The Health Lottery Foundation will be informed immediately. In such cases, any unspent grant funds must be returned to The Health Lottery Foundation.

In any of the above cases but not limited to, you may have to repay some or all of our grant unless we approve a change in writing.

Your grant is awarded based on the information you supplied to The Health Lottery Foundation at the time of your application and during our assessment of that before the grant is offered. If any of this information is subsequently found to be misleading, inaccurate, or false, then the grant must be returned in full.
You undertake that any volunteers, persons employed or contracted to carry out work paid or otherwise linked to the grant will be suitably qualified or trained. This may include, but is not limited to, accreditation to or membership of relevant trade bodies or quality assurance schemes.
You undertake that where applicable all the necessary safeguarding policies are in place and all the necessary checks have been carried out and recorded.
You must fulfil your purpose and responsibilities as set out in your governing document and meet all your legal and regulatory obligations.
The Health Lottery Foundation will, under no circumstances, be liable for any damage, injury, or loss of any kind whatsoever to any property or persons occurring as a result of activities undertaken with this grant.

You must complete a monitoring report where required at the end of the period of work we are funding. If we pay the grant in instalments, you must also complete progress reports. We will send a reminder by email before a report is due to the person who is our main contact for the grant. No further grant applications will be considered from your organisation if you do not provide satisfactory information.
You must keep accurate records on your spending. This includes staff and payroll record where appropriate. It also includes receipts or invoices for other costs or services purchased with our grant. We must be able to see these at any reasonable time during the period of our grant and up to three years after the work we fund is finished (or another period we agree).
If your grant is paid over more than one year, a copy of your organisations’s audited or independently examined accounts should be sent to us within 9 months of your accounting year-end for each of your accounting years, in which grant payments are made.
We may visit your organisation to see and discuss the work we have funded and to see evidence of how you spent the grant and understand the difference our funding made.
We may share information you give us with relevant organisations (e.g. the police, Charity Commission) if appropriate during any investigation.

The Health Lottery Foundation and The Health Lottery players should be acknowledged in connection with the grant award as per our guidelines in your offer email. This includes acknowledgement in publicity in any media, publications, or other outlets.
Telling others about the impact of the grants we make and the valuable work that you do is really important. We share your stories with our funders so that they can see how their funds are invested.
It would be extremely helpful if you could provide photographs or video recordings that help illustrate your project and demonstrate its benefits, to be used by The Health Lottery Foundation and The Health Lottery for publicity purposes. Please confirm you have the necessary consents from those shown when sharing stories.
We would ask that you invite The Health Lottery Foundation to attend any promotional or public launch pertaining to this grant award.
You will e-mail The Health Lottery Foundation a copy of any literature/materials produced with the grant and/or notification of any related website featuring the project that the grant is contributing towards.
You will give recognition of the support of The Health Lottery Foundation and The Health Lottery Players for your grant in your organisation’s annual report and accounts.

All payments will be made by BACS. If you have not already done so you must provide a scanned copy of a bank statement from the last three months to The Health Lottery Foundation.
Once you have accepted the award and met any pre-payment conditions, as stated in your offer email, a remittance advice will be emailed from our Finance Department to the email address that we hold for your organisation. Once you receive your remittance funds should normally be in your bank account within three working days.
If your grant is to be paid in instalments this will be set out in a payment schedule to be agreed between you and us or in your grant offer email.
The funds to award your grant are provided to The Health Lottery Foundation by The Health Lottery.

Prepared 22 January 2025