Hatch.ai Integration

Embedding Giving Intelligence directly into Instil to streamline donor prospecting and relationship-building.

The Goal

The goal of this project was to remove the friction and guesswork from traditional wealth screening by embedding Giving Intelligence directly into the Instil platform. By integrating Hatch data at the profile level, we aimed to give fundraisers immediate access to enriched, up-to-date insights—without requiring separate tools, manual workflows, or specialized training.

This integration was designed to help teams prospect faster, forecast more confidently, and spend less time navigating data and more time building meaningful relationships with donors.

The Team

As the lead designer for this project, I worked with stakeholders from Product, Engineering, Customer Success, Leadership, and Hatch.ai team (external).

Activities