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PWI Charity CRM
What it is
PWI Charity CRM is a web contact-management system for nonprofits tracking contacts, prospective donors, leads and fundraising outreach information. Profiles can store multiple email addresses, physical 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 in-kind contributions such as goods, services, property and vehicles with fair market values. Tags and segments organize contacts for targeted communications and donor-base analysis. The system can generate and send tax-deductible receipts and produce donor reports. Contacts can be imported from spreadsheets or other CRMs, then exported for mail merges or reporting. Listed capabilities include campaign management, recurring donations, automated receipts, donor segmentation and donation keywords, with standard reporting. A free plan includes Charity CRM and core tools, requires no credit card and is free forever. Paid pricing is listed from $25/mo. PWI says organizations outside the U.S. need additional paperwork to receive donations through its platform.
For and against
For
- Free plan includes Charity CRM and core tools
- Stores detailed donor profiles
- Records cash and in-kind gifts
- Supports segmentation and targeted communications
- Generates tax-deductible donation receipts
Against
- No free trial is listed
- PWI cannot guarantee complete content security
- PWI receives a perpetual marketing-use license
- Organizations outside the U.S. need additional paperwork
The verdict
PWI Charity CRM combines donor records, gift history, receipts, segmentation and reporting in a web service. Its free-forever plan lowers the starting cost, while paid plans begin at $25/mo.
Who it suits
It is suited to nonprofits managing donor records, fundraising contacts, recurring gifts and outreach. U.S. organizations with 501(c)(3) status can address the signup eligibility question directly.
Plans and prices
PWI Free Plan
Charity CRM and core tools included
Read 7 Oct 2026 · pwi.org
On the record
- Data import and export
- Users can import contacts from spreadsheets or other CRMs and export data for mail merges or reporting.pwi.org · read 7 Oct 2026
- 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.pwi.org · read 7 Oct 2026
- Donation history
- The CRM tracks gifts across online donations, crowdfunding, GroupGive, manual entry, and other channels.pwi.org · read 7 Oct 2026
- Donor profiles
- Profiles can include multiple emails, addresses, phone numbers, custom fields, giving history, communication preferences, and engagement level.pwi.org · read 7 Oct 2026
- 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.pwi.org · read 7 Oct 2026
- In-kind gifts
- It supports recording non-cash donations such as goods, services, property, and vehicles with fair market values.pwi.org · read 7 Oct 2026
- Integrations
- The page identifies online donations, crowdfunding, and GroupGive as giving-history sources, but does not name third-party integrations.pwi.org · read 7 Oct 2026
- Organization
- PWI says it has been making a difference since 2014 and describes its platform as a nonprofit hub.pwi.org · read 7 Oct 2026
- Purpose
- Charity CRM is a contact management system for nonprofits to track contacts, potential donors, leads, and information related to fundraising and outreach.pwi.org · read 7 Oct 2026
- Receipts and reports
- The page says the CRM can generate and send tax-deductible donation receipts and generate donor reports.pwi.org · read 7 Oct 2026
- Security
- PWI says it takes reasonable measures to protect CRM content confidentiality but cannot guarantee the content will be completely secure.pwi.org · read 7 Oct 2026
- Segmentation
- Tags and segments can organize contacts for targeted communications and to understand the donor base.pwi.org · read 7 Oct 2026
- Support
- The pricing page lists a Support Center with hours of 9–5 CT.pwi.org · read 7 Oct 2026
