Nonprofit · Power BI template

Nonprofit Fundraising Power BI template

Power BI nonprofit fundraising dashboard template: income vs target, donor retention, regular givers, income by source, gift-size bands and campaign ROI.

By · Founder & Reliability Engineer · Updated

Free for commercial use

Dark version: same layout, colours re-solved and checked for WCAG AA contrast.

Nonprofit Fundraising Power BI dashboard template: 5 KPI cards, a line & column chart, a donut chart, a column chart, a table and 2 slicers on a 1280×720 page

BetaOpens in Power BI Desktop with 6 tables of sample data and every visual bound. See what’s inside

Free, no sign-up. The PBIP with sample data includes the background, theme and a README. 1920×1080 fits a new page in a Fluent 2 report; 1280×720 and 2× fit Classic pages. Downloads carry a small “Made with VizForge” mark (sign in to the studio to remove it).

Customise in the design studio →
Layout
Logo header card, left column of 5 KPIs, income vs target combo, source donut + gift bands + campaign table
Page size
1280×720 px (16:9, Power BI default)
Theme
Earth Tones

Open the sample-data PBIP in Power BI Desktop

Checked against Microsoft Learn's Power BI Desktop projects documentation (as of Nov 2026).

  1. 1

    Unzip to a short path and open the .pbip

    Extract the zip to a short local folder such as C:\PBI (Windows limits project paths to 260 characters, and Desktop can't save a project straight to OneDrive or SharePoint), then double-click the .pbip file or use File → Open in Power BI Desktop. Microsoft still lists projects and TMDL as preview features (as of Nov 2026): if Desktop won't open the project, go to File → Options and settings → Options → Preview features, tick “Power BI Project (.pbip) save option” and “Store semantic model using TMDL format”, then restart Desktop.

  2. 2

    Select Refresh once

    The project ships without the local data cache (.pbi/cache.abf), so Desktop opens the full model definition without data. Select Home → Refresh: every table is built from values written into its Power Query step, so there is no data source to sign in to.

  3. 3

    Save as .pbix or connect your data

    Use File → Save as to keep a single .pbix file, or open Transform data and replace each table's Source step with your own query, keeping the column names so the measures and visuals keep working.

What’s inside the Nonprofit Fundraising sample model

Rendered from the same definition the download writes as TMDL, so this list always matches the file.

Tables
6
Fact rows
552
DAX measures
9

Fundraising income for a fictional charity from January 2025 to October 2026: 420 gifts from 170 donors across six income sources and six campaigns, with gift-size bands and a regular-giving flag, plus a monthly income target per source. Units: Pounds sterling; donors in people.

Tables and columns

Calendar

Date table · 2025–2026, one row per day

Date table generated in Power Query (List.Dates), marked as the model's date table.

  • Date (date)
  • Year (whole number)
  • Quarter (text)
  • Month (text)
  • Month Name (text)
  • Week Start (date)
  • Weekday (text)
  • Fiscal Year (text)

Income Source

Dimension · 6 rows

Fundraising income streams.

  • Source (text)

Campaign

Dimension · 6 rows

Appeals and campaigns with target and direct cost.

  • Campaign (text)
  • Campaign Target (decimal)
  • Campaign Cost (decimal)

Gift Band

Dimension · 5 rows

Gift-size bands in order.

  • Gift Band (text)

Gifts

Fact · 420 rows

One row per gift. Donor IDs are anonymous.

  • Gift ID (text)
  • Date (date)
  • Donor ID (text)
  • Campaign (text)
  • Source (text)
  • Amount (decimal)
  • Gift Band (text)
  • Recurring (whole number)

Income Target

Fact · 132 rows

Monthly income target per source.

  • Month (date)
  • Source (text)
  • Target (decimal)

Relationships

Many-to-one, single direction. Inactive relationships are switched on inside a measure with USERELATIONSHIP.

  • Gifts[Date] → 'Calendar'[Date]
  • Gifts[Source] → 'Income Source'[Source]
  • Gifts[Campaign] → Campaign[Campaign]
  • Gifts[Gift Band] → 'Gift Band'[Gift Band]
  • 'Income Target'[Month] → 'Calendar'[Date]
  • 'Income Target'[Source] → 'Income Source'[Source]

DAX measures

All measures live in a dedicated Key Measures table. Copy any of them into your own model; rename the table and column references to match.

Total RaisedIncome received.
Total Raised =
SUM ( Gifts[Amount] )

Format string: £#,0

GiftsNumber of gifts.
Gifts =
COUNTROWS ( Gifts )

Format string: #,0

DonorsDistinct donors.
Donors =
DISTINCTCOUNT ( Gifts[Donor ID] )

Format string: #,0

Average GiftIncome per gift.
Average Gift =
DIVIDE ( [Total Raised], [Gifts] )

Format string: £#,0.00

Regular GiversDonors giving by monthly direct debit.
Regular Givers =
CALCULATE ( [Donors], Gifts[Recurring] = 1 )

Format string: #,0

Donor Retention %Donors in the same period last year who gave again in this period.
Donor Retention % =
VAR CurrentDonors = VALUES ( Gifts[Donor ID] )
VAR PriorDonors = CALCULATETABLE ( VALUES ( Gifts[Donor ID] ), SAMEPERIODLASTYEAR ( 'Calendar'[Date] ) )
VAR PriorCount = CALCULATE ( [Donors], SAMEPERIODLASTYEAR ( 'Calendar'[Date] ) )
RETURN
    DIVIDE ( COUNTROWS ( INTERSECT ( CurrentDonors, PriorDonors ) ), PriorCount )

Format string: 0%

Income TargetPlanned income.
Income Target =
SUM ( 'Income Target'[Target] )

Format string: £#,0

Raised vs Target %Income as a share of target.
Raised vs Target % =
DIVIDE ( [Total Raised], [Income Target] )

Format string: 0%

Cost per £ RaisedDirect campaign cost for each pound raised.
Cost per £ Raised =
DIVIDE ( SUM ( Campaign[Campaign Cost] ), [Total Raised] )

Format string: £0.00

What each visual is bound to

The PBIP opens with these fields already on each visual.

Field bindings per visual
VisualFields
YearSlicerCalendar[Year]
SourceSlicer'Income Source'[Source]
Total raisedCard[Total Raised]
Income vs target by monthLine & column chartCalendar[Month], [Total Raised], [Income Target]
Raised vs targetCard[Raised vs Target %]
DonorsCard[Donors]
Income by sourceDonut chart'Income Source'[Source], [Total Raised]
Gifts by size bandColumn chart'Gift Band'[Gift Band], [Gifts], [Total Raised]
Campaign performanceTableCampaign[Campaign], [Total Raised], [Average Gift], [Cost per £ Raised]
Donor retentionCard[Donor Retention %]
Regular giversCard[Regular Givers]

Questions this dashboard answers

Each one is answered by a visual on the page, from the sample model's own tables and measures.

About this dashboard layout

A fundraising report for trustees has to answer two questions: are we on target, and will the donors come back? The left column stacks the five numbers that answer them, total raised, raised against target, donors, donor retention and regular givers, and the Year slicer switches between this year to date and last year.

Donor retention is calculated properly: the donors who gave in the same period last year and gave again in this period, divided by last year's donors, using INTERSECT over the two donor lists. Counting this year's donors who have given before would flatter it.

Income against target by month sits at the top right, with the target as a line. Underneath, the donut shows income by source (individual and regular giving, events, trusts and foundations, corporate partners and legacies), gift-size bands show whether income depends on a handful of large gifts, and the campaign table lists each appeal's income, average gift and direct cost per pound raised.

Donor IDs in the sample are anonymous, and so they should stay in any report shared beyond the fundraising team. The charity, campaigns and gifts are fictional.

Visuals on the page

Positions are Power BI page pixels. Enter them in Format → General → Properties → Size and position, or use the PBIP download where they are already set.

Visual positions in the Nonprofit Fundraising template
VisualTypeXYWidthHeight
YearSlicer9043216040
SourceSlicer10803216040
Total raisedCard4012016872
Income vs target by monthLine & column chart296120944208
Raised vs targetCard4024016872
DonorsCard4036016872
Income by sourceDonut chart296376240304
Gifts by size bandColumn chart584376240304
Campaign performanceTable872376368304
Donor retentionCard4048016872
Regular giversCard4060016872

Custom visuals for this layout

Built-in Power BI visuals cover most slots above. These slots also suit a custom visual; each page covers the data shape, DAX and a prompt to generate it as a .pbiviz.

Already have a report?

Brand Makeover tries Nonprofit Fundraising first on every page of your Power BI project (.pbip zip) where it fits: the page's visuals have to go into its 9 data slots without overlaps. Pages it can't seat get another catalog layout or a brand grid. Queries, filters and bookmarks are left as they are. Free, in your browser.

Opens with the Analyst / Dense preset, because the Executive preset doesn't use this layout (9 data slots; this preset uses templates with at most 7).

Restyle my report into this

Swap a slot for a custom visual

Pick any slot and VizForge AI writes a custom visual (.pbiviz, with TypeScript source) sized to it, in this template's colours and shaped for the fields it is bound to.

Generate one that fits this layout.

Card · 168×72 px · bound to [Total Raised]

1, 2 or 5 credits depending on the brief · 5 free on signup. Sign in or create a free account on the next screen; the brief is saved for 30 minutes.

Brief sent to the generator (you can edit it there)

A Power BI card visual titled "Total raised". It sits in a 168×72 px slot on a designed report page. Match the report's brand: data colours #B4532A, #6B7F3A, #A58754, #4F5D6B, #8C6A4E, #2E7A6F; background #FFFFFF; text #2A2420; font Segoe UI. Transparent visual background so the page design shows through; no visual border. In the sample model it is bound to [Total Raised]; keep the same data roles so the fields drop straight in.

Not sure what to build? Browse the visual catalog or open the template in the design studio and hand off any slot from there. Or start in the AI generator with a blank brief.

Colours and theme

Earth Tones

Terracotta, olive, sand and slate Power BI theme on a warm paper page; grounded, low-glare colours for sustainability, agriculture and facilities reports.

See the Earth Tones palette and contrast checks →

Use the background in an existing report

Prefer to keep your own report? Apply the design to it instead of opening the PBIP.

  1. 1

    Download the background

    Take the 1920×1080 PNG for a new page in a Fluent 2 report (the default size for new pages), or the 2× PNG (2560×1440) for sharp text on a 1280×720 Classic page. Power BI scales the image to the canvas.

  2. 2

    Set the canvas background

    Format page → Canvas background → Browse. Set Image fit to Fill and transparency to 0%.

  3. 3

    Import the theme

    Design ribbon → Import theme (in the Power BI service: View → Theme pane), then pick the downloaded JSON. Data colours and fonts now match the design. Older Desktop builds: View → Themes → Browse for themes.

  4. 4

    Place your visuals

    Size each visual to the positions above with background and border off, or open the PBIP project where they are already placed.

Questions about this template

Does the Nonprofit Fundraising template come with sample data?

Yes. The “PBIP with sample data” download contains a semantic model with 6 tables and 9 DAX measures, and every visual on the page is already bound to it. The sample: Fundraising income for a fictional charity from January 2025 to October 2026: 420 gifts from 170 donors across six income sources and six campaigns, with gift-size bands and a regular-giving flag, plus a monthly income target per source. The data is written into each table's Power Query step, so there is no data source or sign-in.

Is it a .pbix file?

It is a Power BI project (PBIP): a folder of text files that Power BI Desktop opens like a .pbix. Open the .pbip file, select Refresh once to load the sample rows, then use File → Save as if you want a single .pbix.

What visuals are in the Nonprofit Fundraising template?

The page has 11 visual areas: 2 slicers, 5 cards, 1 line & column chart, 1 donut chart, 1 column chart, 1 table. Their exact positions are listed on this page so you can match them in Power BI's Format → General → Properties panel, or skip that step by downloading the PBIP project.

Which theme does the Nonprofit Fundraising template use?

It ships with the Earth Tones theme (light tone). Download the theme JSON here, or open the template in the design studio and switch to any other theme or your own brand colours.

Is there a dark version of the Nonprofit Fundraising template?

Yes. Switch the preview to Dark and every download (background, theme JSON and PBIP) comes in that version. The layout is identical; the page, card and text colours are re-solved for a dark page, and the accent, status and data colours keep their hues but are adjusted until text meets WCAG AA (4.5:1) and chart colours reach 3:1 against the cards.

How do I use the background image in Power BI Desktop?

Select the page, open Format page → Canvas background, choose Browse and pick the PNG, then set Image fit to Fill and transparency to 0%. Give your visuals a transparent background and no border so the designed panels show through.

Can I open the PBIP project in Power BI Desktop?

Yes. PBIR is the default report format in Power BI Desktop since September 2026, and the download is a PBIP project: unzip it and open the .pbip file, select Refresh once and the sample data loads into visuals that are already bound (the empty PBIP leaves the containers unbound for your own data). Microsoft still lists projects and TMDL as preview features (as of Nov 2026), so if Desktop won't open it, enable them under File → Options and settings → Options → Preview features.

Dashboard guides that use these visuals

Guides to the same dashboard job: which custom visuals it needs, the DAX behind them and prompts to generate them.

KPI cards for this layout

Headline numbers drawn by one DAX SVG measure each, for the Card visual or a table row.

Want the headline numbers to look like cards rather than plain values? Browse the KPI card gallery or build your own in the SVG measure builder.

Related templates

Keep exploring

Dashboard templates

61 hand-designed Power BI page layouts by department.

Power BI themes

80 contrast-checked theme JSON files, light and dark.

Background images

Page backgrounds at 1280×720 and 1920×1080 with visual positions.

Power BI icons

3,034 icons in 40 categories as SVG, PNG, DAX or theme icon JSON.

Make the Nonprofit Fundraising template yours

Swap in your brand colours and logo, move panels, add icons and generate missing visuals with AI, then export the background, theme JSON and PBIP project.

Open in the design studio →Browse templates

The design studio for Power BI. Free, in your browser, no sign-up.