PWI Charity CRM

What PWI Charity CRM is

PWI Charity CRM is a web-based contact management system for nonprofits tracking supporters, potential donors, leads, fundraising, and outreach. Donor profiles can hold multiple email addresses, mailing addresses, and phone numbers, alongside 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 in-kind contributions such as goods, services, property, and vehicles, with fair market values. Tags and segments help organize contacts for targeted communications and to understand the donor base. The system can generate and send tax-deductible donation receipts and create donor reports. Users can import contacts from spreadsheets or other CRMs and export information for mail merges or reporting. Listed capabilities include campaign management, recurring donations, automated receipts, donor segmentation, and donation keywords; reporting is standard. The free plan includes Charity CRM and core tools, requires no credit card, and is described as free forever. The listed pricing note says from $25/mo. PWI says it takes reasonable measures to protect CRM content but cannot guarantee complete security.

Who it suits

Charity CRM suits nonprofits that need contact records, giving histories, donor segments, receipts, and reports in a web-based system. Organizations outside the United States should note the signup's additional-paperwork requirement for receiving donations on the PWI platform.

Limits

The free plan is described as free forever and includes Charity CRM and core tools, with no credit card required. The facts do not specify a free-plan quota or feature limit.

Getting started

1. Open the PWI Charity CRM website.
2. Choose the PWI Free Plan or review the paid pricing.
3. Sign up for the free plan without a credit card, or select a paid option.
4. Use the web platform to import contacts from a spreadsheet or another CRM.
5. Set up donor profiles, gift records, tags, and segments.

Verdict

PWI Charity CRM provides a free entry point with donor records, gift tracking, segmentation, receipts, and reporting. Before submitting data, nonprofits should review the CRM content license and security caveat, and note the additional paperwork stated for non-U.S. organizations.