Frequently Asked Questions

Click on the question to jump to the answer:

 

FSI Membership:

FSI Events:

 


Am I eligible for free FSI membership?

You are eligible for free FSI membership if you are a charity, community interest company (CIC) or community organisation with an annual turnover of less than £1.5 million.

You will require one of the following:

– A charity registration or Community Interest Company (CIC) number
– A HMRC exemption number/gift aid reference number

Alternatively, we will consider applications from organisations that can demonstrate:

– That they are recognised by/registered by a governing  body, for example you hold a Community Amateur Sports Club registration number (CASC) issued by HMRC or
– Have in place a small charity constitution, governing documents and equivalent board of trustees.

You will be required to provide a copy of registration and or charity constitution, on receipt and review of which we will confirm membership.

If your annual turnover is above £1.5 million and below £5 million, you can join our Associate Membership scheme which gives access to our training, conferences and advice clinics for £215 + VAT per year.

For larger charities, we offer bespoke training and consultancy packages.

If you are a mission-based organisation wholly owned by a charity, please contact the Membership Team on 0207 324 4777.

Back to top.

What do I need to register as a member of the FSI?

As a small charity ourselves we do not have capacity to undertake due diligence on all our charity members.  We therefore rely on the Charity Commission and HMRC systems to verify that charities are eligible for our support.  To join the FSI you must have one of the following:

  • A charity registration number
  • A HMRC exemption number

Alternatively, we will consider applications from organisations that can demonstrate:

– That they are recognised by/registered by a governing  body, for example you hold a Community Amateur Sports Club registration number (CASC) issued by HMRC or
– Have in place a small charity constitution, governing documents and equivalent board of trustees.

You will be required to provide a copy of registration and or charity constitution, on receipt and review of which we will confirm membership.

Back to top.

How do I join your membership if I meet your criteria?

It’s really easy to sign up online through our Learning Management System; it shouldn’t take more than 5 minutes: click here.

We do ask for quite detailed information on registration – this is so that we can better understand the profile of our members.  As a membership body we provide a lot of input and representation into the small charity sector so it is important we have accurate records to understand our membership.
In order to access our services you will need to complete the registration form which should take no more than 5 minutes, you will only need to sign up once, you can then log in each time to book an event or access another FSI service.

Back to top.

I’m a small charity but part of a larger charity – parent charity or an umbrella charity.  I use their registration number – can I still be a member?

No – unfortunately you can only join as a small charity member under your own charity number.  If you are part of a larger charity we will use their annual turnover to assess if you are eligible.  The larger charity can take Associate Membership if eligible which will give you access to our courses, conferences and advice clinics. We can also deliver bespoke training packages or consultancy for larger charities.

If you are part of a larger charity but have autonomous income and expenditure with your own constitution and financial accounts, please contact the membership team on 0207 3244 777

Back to top.

I’m a charity with an annual turnover of over £1.5 million but this is an unusual figure – our income is usually lower than this. Can I still be a member?

No – we have to apply our criteria consistently which means we use the figure available on the Charity Commission.  If your annual turnover has gone over £1.5m you can join our Associate Membership scheme which gives access to our training, conferences and advice clinics for £215 + VAT per year.  If you drop below £1.5m the following year, you will be able to convert back to our free membership.

Back to top.

How do I use the FSI Learner Portal?

A handy guide to using our learner portal can be accessed here. This includes how to book onto learning opportunities and how to access pre- and post-course materials (documentation).

Back to top.

Can you book me onto an FSI event over the phone?

All of the bookings for our events are processed on our website. Our annual programme of training events can be seen and booked here. We are a small charity ourselves and don’t have the capacity to provide phone-based registration support.

Back to top.

How many people from my charity can attend an FSI event?

Providing delegates attend different training courses, we allow the following number of places per organisation at each event:

1 day training event – four attendees per organisation
2 day training event – six attendees per organisation
3 day training event – eight attendees per organisation

Please note that two half day trustee courses would count as one allocated space.

Please note – we only allow two people from an organisation to attend the same training course. If you select more than 2 tickets per course, all of your places will be cancelled and your deposit returned minus an administration fee.

We hope that attendees disseminate the learning into their organisations after the course, therefore multiplying the effect of the training.

Back to top.

I am a volunteer or intern – can I still attend FSI events?

Members with an annual turnover of less than £150,000 per annum (and no more than 2 FTE paid staff) can send volunteers to our training courses. Members with an annual turnover of less than £250,000 per annum but are 100% volunteer led can also send a volunteer.

Paid interns (over and above expenses) are eligible to access our services. If an unpaid intern wishes to access our services, please contact admin@thefsi.org or ring the Membership team on 0207 324 4777.

Back to top.

Do I need to pay a deposit for my training course?

Yes. During the booking process you will be required to pay a £50 deposit to secure your place on a full day course. £35 of this will be refunded to you within five working days of your course attendance and completion of our surveys, while £15 will be retained. Retained fees contribute to deposit and refund processing and administration costs. For a one and a half hour workshop or webinar90, a small deposit of £15 is required. This will be refunded, with a smaller booking and administration fee of £5 being retained.

Please note that if you have made a booking but are not eligible under our membership criteria, your booking will be cancelled and your deposit will be returned minus an administration fee.

Back to top.

Can I obtain a receipt/invoice for my booking?

The FSI does not issue invoices for the deposits for training courses. The deposit scheme is in place to gain commitment of attendance to our courses. The majority of the deposit is returned upon full attendance. Our Training activity is part of our services to our beneficiaries as a foundation, and is also exempt for Tax – hence VAT receipts are not issued.

When booking a confirmation email is provided showing the amount spent and the card used, to secure a place on the FSI training.

Back to top.

What if I am unable to pay online?

As a small team, we would request that you make every effort to book via the online portal, as this will speed up the process especially for your refunds. Our accountant only works one day per month so it could take up to 6 weeks after attending the course and completion of surveys for your payment to be refunded. Please contact the FSI if you are unable to pay via the portal on admin@thefsi.org.

Back to top.

What information will I receive before my training course?

After completing your booking website, you will receive an email confirmation including key course information (nb. It maybe worth checking your junk mail box). Approximately two weeks prior to your training you will receive your full course details from us, including the schedule for the day.

Back to top.

Will lunch and refreshments be provided?

Yes. We provide refreshments on arrival and during the mid-morning and mid-afternoon breaks. A light lunch is also provided and usually consists of four sandwich quarters, crisps and a piece of fresh fruit per person. Catering varies depending on the venue, however we will provide meat and vegetarian options.

Back to top.

I am unable to attend for the full duration of the training course. Am I able to attend for a part of it?

No. If you are not able to commit to the entire duration of the course, please consider an alternative course date when you have full availability. Our cancellation policy states that if you arrive late or leave early, you will forfeit the right to your deposit.

Back to top.

I need to cancel my booking. Can I get my deposit back?

Providing you notify us more than five working days before the course date, you will be eligible for a full refund of your deposit. If you have to cancel within five working days of the course date and you have a genuine, documented reason for your non-attendance, please email or write to us within two weeks of the course date, explaining the reason and providing any supporting documentation. We will consider your request and respond to you via email.

Back to top.

Can I access training resources after my course attendance?

Yes. Following your attendance at one of our events, you will be given access to the resources used during your training. Further resources can be found within the General Resources section of the FSI website.

Back to top.

Which learning opportunity is best for me?

Details of all of our learning opportunities are available in the services section of our website.

Back to top.