Chase Solutions

 

Prospect Research and Wealth Intelligence for Philanthropy

 

Welcome to Chase Solutions

Chase Solutions is a national leader in prospect research and wealth intelligence for Philanthropy. We offer a comprehensive approach to prospect research, wealth screening, prospecting, analytics and modeling and related services. 2018 marks our twenty-third year proudly serving the non-profit sector. We love our clients and view each engagement as a partnership for doing good.

Freelance Prospect Research Network

Our Freelance Prospect Research Network and International Prospect Research Network offer professional and affordable outsourcing solutions.

Custom Prospect Research Solutions

Unrivaled prospect research, training, planning and related services from national leader, in prospect research and wealth intelligence for Philanthropy, and a team of experienced professionals.

WealthEngineTM Partnership

Full access to WealthEngine’sTM powerful array of wealth intelligence services, with concierge service by one of the nation’s top authorities on using WealthEngineTM for individual research, wealth screening, prospecting and predictive modeling.

Have questions about prospect research?

Visit our Prospect Research FAQs page to learn more.

Our clients are talking about us…

Mark Kostegan
Chief Development Officer & Senior Vice President
Mount Sinai Health System – New York, New York

“I have known and worked with Dave Chase and Chase Solutions since 1997. Dave is at the top of the pyramid in prospect research. Most recently, I engaged Dave to develop a comprehensive prospect research plan, and assist me in finding a head of prospect research, at Mount Sinai. Over the years, I’ve relied on his expertise in my role as chief development officer at Massachusetts Eye and Ear Infirmary, Boston Children’s Hospital, Joslin Diabetes Center, Brigham and Women’s Hospital and Cape Cod Healthcare. He brings a unique combination of resourcefulness, intelligence and an engaging style to this work. I strongly suggest enlisting Dave for prospect research and wealth screening.”

Patricia McLaughlin
Director of Institutional Advancement
The Wheeler School – Providence, RI

“Dave Chase has been my ‘go to’ person on every decision I have made on research products and strategy. He conducted an audit of our research efforts, came back with a robust set of findings that resulted in dramatically improved processes for campaign, major gift and annual fund efforts. He has conducted staff trainings for us to build capacity internally and he and his team have provided quality in depth research that brought us to a successful campaign result ahead of schedule. Non-profits rightly hold staff accountable for utilizing consulting services. If I had only one line item to use to ensure fundraising success, it would be dedicated to Chase Solutions, Dave’s partnership with WealthEngine, and his Freelance Prospect Research Network.”

Kevin Ralph
Senior Vice President & Chief Development Officer
Cape Cod Healthcare Foundation – Hyannis, Massachusetts

“Dave Chase, and Chase Solutions Inc., has supported philanthropy operations at Cape Cod Healthcare since 1995. Dave built a database of wealthy property owners, resulting in a $2 million+ lead gift in 1996. Since then, he has provided prospect research, developed a prospect research plan, helped us hire and start a prospect research department, provided training and he has provided WealthEngineTM screenings services for many years. Dave and his wife, Olive, are also valued long-time donors at Cape Cod Healthcare.”

George Maley
Chief Advancement Officer
Noble and Greenough School – Dedham, Massachusetts

“Valuable, long term, relationships are essential in fundraising. One of my most valued relationships is with Dave Chase of Chase Solutions Inc. Dave has been supporting our office with very high level prospect research for fourteen years. His research profiles are an essential tool for our major gift cultivation. He leaves no stone unturned and I am awed by his ability to track down and connect dots from donors past. Dave has also been our WealthEngineTM go-to-guy for ten years. His insight, deep product knowledge, and concierge level support, are beyond compare. I would highly recommend Dave for any prospect research needs that you have.”

Tom Murray
Executive Director of Development
Brunswick School – Greenwich, CT

“Chase Solutions and its Freelance Prospect Research Network is the only outside research group we will ever use. All others I’ve tested simply don’t provide the depth and detail. Their research has allowed us to significantly raise the bar with our fundraising efforts. The BIG asks are much easier to justify with your development team when you have Chase Solutions as part of your research team.”

 
 
 
 
 

Comprehensive Solutions

Our team of seasoned professionals provide a comprehensive solution: in-depth prospect research, outsourcing, consulting, training, mentoring and coaching, wealth intelligence audits and plans, developing prospect research programs, wealth screening management, screening validation, finding new prospects and funders, corporate and foundation research, and special projects.