PWI Charity CRM
Ranked in Nonprofit Text-to-Give Software ·Free plan
About
PWI Charity CRM is a web-based contact management system for nonprofits tracking supporters, prospective donors, leads, fundraising and outreach. Donor records can hold multiple emails, addresses and phone numbers, along with custom fields, giving history, communication preferences and engagement level. The CRM records gifts from online donations, crowdfunding, GroupGive, manual entry and other channels. It also supports recording non-cash gifts such as goods, services, property and vehicles with fair market values. Tags and segments organize contacts for targeted communications and donor-base review. The system can generate and send tax-deductible donation receipts and produce donor reports. Users can 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 and donation keywords. PWI offers a free plan with Charity CRM and core tools, no credit card required, and describes it as free forever. The pricing note lists paid plans from $25/mo. The signup asks whether an organization is U.S.-based with 501(c)(3) status; organizations outside the U.S. need additional paperwork to receive donations on the platform.
Who it is for
PWI Charity CRM suits nonprofits that need to organize donor records, giving history, receipts and outreach contacts. Organizations outside the U.S. should consider the additional paperwork noted for receiving donations on the PWI platform.
What is good
- Donor profiles support custom fields and engagement levels.
- Tracks gifts across multiple listed channels.
- Records in-kind donations with fair market values.
- Imports and exports contact data.
- Free plan includes Charity CRM and core tools.
What to know first
- PWI cannot guarantee CRM content will be completely secure.
- Terms grant PWI a perpetual license to use submitted CRM content for related marketing.
- Organizations outside the U.S. need additional paperwork to receive donations.
- Listed access is web only.
Verdict
PWI Charity CRM covers donor records, gift tracking, segmentation and receipts, with spreadsheet import and export. Nonprofits should review the CRM content license and security qualification, as well as the eligibility paperwork for organizations outside the U.S.
Compared on nonprofit text-to-give software
Facts
- 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 · 7 Oct 2026
- Donor profiles
- Profiles can include multiple emails, addresses, phone numbers, custom fields, giving history, communication preferences, and engagement level.pwi.org · 7 Oct 2026
- Donation history
- The CRM tracks gifts across online donations, crowdfunding, GroupGive, manual entry, and other channels.pwi.org · 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 · 7 Oct 2026
- Segmentation
- Tags and segments can organize contacts for targeted communications and to understand the donor base.pwi.org · 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 · 7 Oct 2026
- Data import and export
- Users can import contacts from spreadsheets or other CRMs and export data for mail merges or reporting.pwi.org · 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 · 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 · 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 · 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 · 7 Oct 2026
- Support
- The pricing page lists a Support Center with hours of 9–5 CT.pwi.org · 7 Oct 2026
- Organization
- PWI says it has been making a difference since 2014 and describes its platform as a nonprofit hub.pwi.org · 7 Oct 2026
Company
- Founded
- 2014pwi.org · 28 Sept 2026
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Sources
- pwi.org/terms-of-use/charitycrm· checked 7 Oct 2026
- pwi.org/products/crm· checked 7 Oct 2026
- pwi.org/pricing· checked 7 Oct 2026
- pwi.org/about· checked 7 Oct 2026