PWI Charity CRM
pwi.org
What it is
PWI Charity CRM is a web-based contact system for nonprofits managing supporters, prospective donors, leads, fundraising, and outreach. Profiles can store several emails, addresses, phone numbers, custom fields, giving history, communication preferences, and engagement levels. The CRM records gifts from online donations, crowdfunding, GroupGive, manual entry, and other channels. It also records non-cash contributions such as goods, services, property, and vehicles with fair-market values. Tags and segments organize contacts for targeted communication and donor analysis. Users can generate and send tax-deductible receipts, produce donor reports, import contacts from spreadsheets or other CRMs, and export data for mail merges or reporting. Listed capabilities include campaign management, recurring donations, automated receipts, donor segmentation, donation keywords, and standard reporting. The free plan costs nothing, requires no credit card, and is described as free forever. Paid pricing is listed from $25 a month. PWI says it uses reasonable confidentiality measures but cannot guarantee complete security. Terms grant PWI and PWI Foundation a perpetual, transferable, sublicensable worldwide license to submitted CRM content for related marketing and promotional activities, while nonprofits retain ownership.
Spec sheet
- Purpose
- Charity CRM is a contact management system for nonprofits to track contacts, potential donors, leads, and information related to fundraising and outreach.Read 7 Oct 2026 · pwi.org
- Integrations
- The page identifies online donations, crowdfunding, and GroupGive as giving-history sources, but does not name third-party integrations.Read 7 Oct 2026 · pwi.org
- Security
- PWI says it takes reasonable measures to protect CRM content confidentiality but cannot guarantee the content will be completely secure.Read 7 Oct 2026 · pwi.org
- Support
- The pricing page lists a Support Center with hours of 9–5 CT.Read 7 Oct 2026 · pwi.org
- Founded
- 2014Read 28 Sep 2026 · pwi.org
- Data import and export
- Users can import contacts from spreadsheets or other CRMs and export data for mail merges or reporting.Read 7 Oct 2026 · pwi.org
- Data license
- The CRM terms grant PWI and PWI Foundation a perpetual, transferable, sublicensable worldwide license to use submitted CRM content for related marketing and promotional activities; nonprofits retain ownership.Read 7 Oct 2026 · pwi.org
- Donation history
- The CRM tracks gifts across online donations, crowdfunding, GroupGive, manual entry, and other channels.Read 7 Oct 2026 · pwi.org
- Donor profiles
- Profiles can include multiple emails, addresses, phone numbers, custom fields, giving history, communication preferences, and engagement level.Read 7 Oct 2026 · pwi.org
- Eligibility note
- The signup asks whether the organization is U.S.-based with 501(c)(3) status, and says organizations outside the U.S. need additional paperwork to receive donations on the PWI platform.Read 7 Oct 2026 · pwi.org
- In-kind gifts
- It supports recording non-cash donations such as goods, services, property, and vehicles with fair market values.Read 7 Oct 2026 · pwi.org
- Organization
- PWI says it has been making a difference since 2014 and describes its platform as a nonprofit hub.Read 7 Oct 2026 · pwi.org
- Receipts and reports
- The page says the CRM can generate and send tax-deductible donation receipts and generate donor reports.Read 7 Oct 2026 · pwi.org
- Segmentation
- Tags and segments can organize contacts for targeted communications and to understand the donor base.Read 7 Oct 2026 · pwi.org
Plans and prices
Strong points and limits
Strong points
- Free plan requires no credit card
- Tracks gifts across multiple channels
- Supports in-kind donation records
- Generates tax-deductible receipts
- Imports and exports contact data
Limits
- No free trial
- Security cannot be guaranteed completely
- Submitted content receives a broad perpetual license
- Non-U.S. organizations need additional donation paperwork
Who it suits
PWI Charity CRM suits nonprofits needing donor profiles, gift history, segmentation, receipts, and reporting in a browser. It also fits organizations importing existing contacts or tracking in-kind donations.
Verdict
PWI Charity CRM covers contact management, donation tracking, segmentation, receipts, and reporting for nonprofit fundraising. A free-forever plan is available, but organizations should review the content license and security terms.
Where Specifiction places it
- Donor Management Software#29 of 347.2