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At Hatch, we spend a lot of time thinking about a moment that doesn’t get enough attention:
The handoff.
It’s the moment when research stops being research—and starts becoming fundraising.
When a prospect profile is forwarded to a relationship manager.
Attached to a briefing email before a meeting.
Printed and brought into a strategy session.
For all the advances in donor intelligence, this handoff still usually happens in one format:
The PDF.
But most PDFs weren’t designed for that moment. They were designed as data dumps—not decision briefs.
Today, we’re changing that.
We’re excited to introduce the Enhanced Prospect Profile PDF—a fundraiser-ready export designed to turn Hatch intelligence into clear, confident action.
Download a sample PDF HERE.
Turning Donor Intelligence Into a Clear Brief
Fundraisers don’t need more data.
They need clarity.
The Enhanced PDF begins with what matters most: a Prospect Profile Summary designed for instant understanding. Right at the top, fundraisers see:
- A clear headline
- A concise summary
- An extended overview
- Key identifiers
This opening section gives immediate context—so anyone can understand the prospect in seconds, not minutes.
From there, the report flows naturally through the insights fundraisers rely on to decide what to do next.
Dashboard-Quality AI Scoring, Now in a Shareable Format
One of the most powerful parts of Hatch is AI Scoring & Insights—and now it lives inside a beautifully formatted, executive-ready export.
The Enhanced PDF includes:
- Hatch Giving Score
- Gift capacity ratings
- Target ask amounts (First, Engaged, and Max)
- Underlying signals like affluence, propensity, and affinity
This gives fundraisers a clear answer to critical questions:
- How significant is this prospect?
- What should we ask for?
- How should we prioritize them?
All in one place.
Introducing Strategy, Not Just Information
The Enhanced PDF also includes Agentic Initiative Matching—Hatch’s AI-powered system that connects donors directly to your mission priorities.
Instead of asking:
Who are my best donors?
Fundraisers can now see:
Which initiative is this donor the best match for—and why?
Each profile can include:
- Mission pillar alignment
- Initiative-level match scores
- Clear rationale behind each recommendation
This transforms the PDF from a static report into a strategic starting point for engagement.
Evidence That Builds Confidence
Great fundraising decisions require evidence.
The Enhanced PDF organizes supporting intelligence into a logical, easy-to-scan structure, including:
- Donations affinity and philanthropic alignment
- Profile affinity based on background and context
- Donation history and analysis
- Confirmed political and charitable giving
- News mentions, media, and publications
- Professional connections and networks
When the evidence exists, it’s included.
When it doesn’t, it’s omitted automatically—keeping the report clean and focused.
Built for Flexibility
Every fundraiser—and every situation—is different.
That’s why the Enhanced PDF is fully configurable.
When exporting, users can choose from 12 available sections to create:
- A short fundraiser briefing
- A detailed research packet
- A leadership overview
- Or anything in between
The report adapts to the audience.
Not the other way around.
Cleaner. Smarter. Easier to Read.
Beyond the strategic improvements, we’ve refined every detail of the presentation:
- Improved donation analysis charts
- Smarter sorting of donations by year and amount
- Refined page layouts and margins
- Better rendering of media and publications
- Polished, consistent formatting throughout
The result is simple:
A report you can confidently hand off.
Designed for the Way Fundraising Actually Works
Prospect research doesn’t create impact on its own.
Impact happens when insights turn into conversations.
When conversations turn into relationships.
When relationships turn into gifts.
The Enhanced Prospect Profile PDF was built for that exact transition.
As Moshe Hecht, CEO of Hatch, puts it:
“Fundraisers don’t need more data—they need a clear brief that turns research into action. The Enhanced PDF is the deliverable you can confidently hand off: scannable, consistent, and built around how teams actually prepare for conversations and asks.”
Available Now
The Enhanced Prospect Profile PDF is now available inside the Hatch dashboard as an option alongside the legacy export.
Teams can adopt it immediately—or transition gradually.
Because ultimately, this isn’t just a new export.
It’s a better bridge between intelligence and action.
If Hatch is building the Complete Human Profile, this is the moment it becomes a Complete Fundraising Brief.
And it’s just the beginning.