Reports & Policies

Our Foundation is committed to a transparent approach in how we work. You can read our annual reports at the links below.

The McCarthy Stone Foundation is committed to transparency and we work with 360Giving to publish information about our grants. Using the 360Giving Data Standard, our awarded grants since 2021 are available as an Excel file here. This work is licensed under the Creative Commons Attribution 4.0 International License. To view a copy of this license, visit http://creativecommons.org/licenses/by/4.0/. This means the data is freely accessible to anyone to be used and shared as they wish. The data must be attributed to the McCarthy Stone Foundation. We believe that with better information, funders can be more effective and strategic decision makers. 360Giving supports funders to publish open data about their grants, and empowers people to use this data to improve charitable giving through a range of free online tools. For more information, visit https://www.threesixtygiving.org

McCarthy Stone Foundation 360Giving Report 2021-2023

Copies of our policies can be read below. Any questions should be directed in the first instance to our Head of Foundation, via the Contact page.

McCarthy Stone Foundation Data Protection and Privacy (GDPR) Policy

McCarthy Stone Foundation Safeguarding Policy

McCarthy Stone Foundation Diversity, Equity and Inclusion Policy Final

McCarthy Stone Foundation Complaints Policy

We are currently running our 2024 Great Summer Raffle. You can access the full terms and conditions below:

2024 Big Summer Raffle – Terms and Conditions

How it will work:

We are running one lottery across McCarthy Stone developments open to anyone over the age of 16 to enter except for Foundation staff and Trustees.
The lottery is run under the provisions for a ‘Small Society Lottery’ with the Gambling Commission.
This means that we will sell no more than £20,000 of tickets, no single prize will be worth more than £25,000, every ticket must cost the same (£2), and at least 20% of proceeds must be applied directly to the purposes of our Foundation.
In this raffle, 100% of the proceeds will be applied directly to our charitable purposes and will be matched by McCarthy Stone (payable in the following financial year).
The Foundation holds a Small Society Lottery Licence with Bournemouth, Christchurch and Poole (BCP) Council, registration number LOT183277. The person responsible for the Licence is Mr Graeme Marsh, 4^th Floor, 100 Holdenhurst Road, Bournemouth, BH8 8AQ.
Raffle ticket purchases are not eligible for Gift Aid.
Every development taking place in the raffle will be issued with up to 200 tickets initially. All tickets are numbered and those allocated are recorded for each development.
Ticket sales must be concluded by Friday 30^th August 2024.
All ticket stubs and unsold tickets must be returned using the Business Reply Envelope included by Wednesday 18^th Any ticket stubs received after this date will be treated as a donation.
The draw will take place on Friday 20^th September at Midday. All results are final and binding.

Prizes:

Prizes are non-exchangeable, non-transferable and no cash alternative is offered.
Cash prize winners will receive their prize via BACS transfer.
Prize winners will not be identified publicly without their specific written permission. Winning numbers will be listed on the Foundation’s website.
Prizes for hotel stays do not include the costs of getting to/from the venue or any extras other than those specified.
The Foundation will process all personal data in line with its policy on Data Protection, Privacy and GDPR. Personal data will be processed under the lawful basis of legitimate interest and only such data will be processed as is required to verify prize winners and issue prize vouchers/cash.
Star prize is a 7-day all inclusive stay with Warner Leisure at either their Studley Castle or Heythrop Manor locations. This will come with an additional £250 of room credit. Must be booked within THREE months of winning and taken within TWELVE months.
Second prize is a three-course lunch at Gordon Ramsay’s Savoy Grill followed by a West-End Theatre show of the winner’s choice. Valid for 12 months from the date of the draw for Monday – Thursday evenings and weekend matinees, with an optional upgrade for weekend evenings available. Menu subject to a festive supplement for bookings in November and December; travel, drinks and gratuities are not included.
Third Prize is a Two-night stay at Oaklands Hall in Laceby, Lincs for TWO people with £250 hotel credit. Stay is in a ‘Feature Room’ and the voucher is valid for TWELVE months from the date of the draw, subject to availability. Excludes Saturday nights, Christmas and New Year and certain seasonal blackout dates. Travel not included.
Fourth prize is a ONE-night spa break for TWO at Hoar Cross Hall I Staffordshire. Prize includes complimentary drink on arrival, a la carte dinner, breakfast, 3 course lunch on check out day, and complimentary robe and towel with full spa access on the second day between 7.30 a.m. and 6 p.m. inclusive. Prize is valid for TWELVE months from the date of the draw to be used Sunday to Thursday, subject to availability and excluding Christmas, New Year and other Seasonal blackout dates as advised. Upgrades are available at a supplement. Travel, drinks and gratuities are not included.
Other prizes are cash and will be listed in full on the Foundation website.

Good Fundraising Practice:

The Foundation is a member of the Fundraising Regulator and abides by it’s Code of Practice for Fundraising.
All our fundraising is legal, open, honest and respectful at all times.
We will NEVER fundraise in a way that may be considered an unreasonable intrusion onto a person’s privacy, is overly persistent, or places undue pressure to donate.
We ALWAYS consider the needs of any donors who may be in vulnerable circumstances or need extra care and support to make an informed decision and will not accept a donation if we believe that person to lack the ability to make an informed decision or believe them to be in vulnerable circumstances.

We have absolute confidence in the professionalism and responsibility of our colleagues and are on hand if at any point you have further questions or require additional support. We are committed to operating the lottery in a socially responsible way. If you, or someone you know, need information and/or help with problem gambling, please call the National Gambling Helpline on 0808 8020 133 or visit the Be Gamble Aware website www.BeGambleAware.org.

For further information on our raffle and the relevant fundraising legislation, please see the following:

Code of Fundraising Practice | Fundraising Regulator

How to run a small society lottery (gamblingcommission.gov.uk)