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PWI Charity CRM

PWI Charity CRM is a web-based contact management system for nonprofits tracking supporters, prospective donors, leads, and fundraising and outreach informat…

Place
#28 of 34
Score
6.0
PWI Charity CRM's website

What PWI Charity CRM is

PWI Charity CRM is a web-based contact management system for nonprofits tracking supporters, prospective donors, leads, and fundraising and outreach information. Profiles can store several contact details alongside custom fields, giving history, communication preferences, and engagement level. The CRM records gifts from online donations, crowdfunding, GroupGive, manual entry, and other channels, and can log non-cash gifts such as goods, services, property, and vehicles with fair market values. Tags and segments help organize contacts for communications and donor-base review. It can generate and send tax-deductible donation receipts, produce donor reports, and import contacts from spreadsheets or other CRMs; exports can support 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 described as free forever. The pricing note says paid plans start at $25/mo. Signup asks about U.S. 501(c)(3) status; organizations outside the U.S. need additional paperwork to receive donations on the PWI platform.

Good

  • Stores detailed donor profiles and giving histories
  • Tracks online, manual, and in-kind gifts
  • Segments contacts for targeted communications
  • Includes receipts, reports, and data exports
  • Free plan includes core tools without a credit card

Watch out

  • No free trial is listed
  • PWI receives a broad license to use submitted CRM content
  • Security is not guaranteed to be complete

Who it suits

It suits nonprofits that need to organize donor records, gifts, outreach, and fundraising activity. Organizations outside the U.S. should note the additional paperwork requirement for receiving donations on PWI’s platform.

Verdict

PWI Charity CRM brings donor records, gift tracking, segmentation, receipts, and reporting into a nonprofit-focused web system. Review its data-use license and security caveat, and check eligibility requirements if your organization is outside the U.S.

Plans and prices

From PWI Charity CRM's own pricing page, checked 7 Oct 2026.

All about pricing
PlanPriceWhat it gives you
PWI Free PlanFreeCharity CRM and core tools included · No credit card required; free forever

The facts

Each one read from PWI Charity CRM's own pages, with the date it was checked.

What it does

Data import and export
Users can import contacts from spreadsheets or other CRMs and export data for mail merges or reporting.checked 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.checked 7 Oct 2026
Donation history
The CRM tracks gifts across online donations, crowdfunding, GroupGive, manual entry, and other channels.checked 7 Oct 2026
Donor profiles
Profiles can include multiple emails, addresses, phone numbers, custom fields, giving history, communication preferences, and engagement level.checked 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.checked 7 Oct 2026
In-kind gifts
It supports recording non-cash donations such as goods, services, property, and vehicles with fair market values.checked 7 Oct 2026
Integrations
The page identifies online donations, crowdfunding, and GroupGive as giving-history sources, but does not name third-party integrations.checked 7 Oct 2026
Organization
PWI says it has been making a difference since 2014 and describes its platform as a nonprofit hub.checked 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.checked 7 Oct 2026
Receipts and reports
The page says the CRM can generate and send tax-deductible donation receipts and generate donor reports.checked 7 Oct 2026
Security
PWI says it takes reasonable measures to protect CRM content confidentiality but cannot guarantee the content will be completely secure.checked 7 Oct 2026
Segmentation
Tags and segments can organize contacts for targeted communications and to understand the donor base.checked 7 Oct 2026
Support
The pricing page lists a Support Center with hours of 9–5 CT.checked 7 Oct 2026

The company

Founded
2014checked 28 Sep 2026

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