Chase Solutions

Much has changed with the recent WealthEngineTM upgrade to WE9. This webinar evolved from discussions with many clients who are finding both the time and urgency to dig deeper for philanthropic dollars in these uncertain times. A small fee will be used to support the heroes at Cape Cod Healthcare in their response to Covid-19. All proceeds will be donated to the Cape Cod Healthcare Foundation. Here is some of what we will cover.

WHO SHOULD ATTEND: Current WE clients who want to take leverage this period of uncertainty by using the powerful wealth intelligence tools that they subscribe to. Past WE clients who want to learn what has changed since they last used WE and organizations currently considering WE for wealth intelligence.

  • Tagging (users create tags to manage screening results and prospect lists)
  • Badges (system and user flags identifying key attributes)
  • List Management (manage screening files and move donors/prospects)
  • Social Media Integration (Facebook, Google, LinkedIn, Twitter)
  • Zillow Integration (view real estate information with one click)
  • Analytics & Giving vs. Capacity (demographics+ potential donor upgrades)
  • Predictive Modeling (find constituents who look like your top donors)
  • Preview of powerful features launching soon

Dave-Chase PRESENTER: Dave Chase, CEO of Chase Solutions Inc. and a senior WealthEngineTM Partner

He has been called the ultimate WE power user by folks at WealthEngineTM and was presented with the Lifetime Achievement Award for his contributions to the company at WE’s 2016 annual meeting. Dave has been advising WE on product development for nineteen years and maintains a close relationship with the product development team. He has been a reseller of WE for fifteen years providing sales, support, training, screening management, analytics and predictive modeling for clients from California to New England.

Dave is the founder of the The Freelance Prospect Research Network and The International Prospect Research Network. He has served on the boards of and as treasurer of the New England Development Research Association and secretary of the New England Association for Healthcare Philanthropy. He is a national presenter of professional seminars on prospect research and wealth intelligence. He has been active for many years with APRANEAHPNEDRAAFPMassachusetts Nonprofit NetworkPhilanthropy Partners of the Cape & IslandsMayflower SocietyCape Cod Genealogical Society, and BoardSource.

As a fundraiser, Dave co-founded and served as president of the Hyannis Youth & Community Center Foundation and chaired its successful $6 million capital campaign to build this $25 million Cape Cod community treasure.

Dave recently completed service on the board and executive committee, serving as vice president, treasurer of the corporation, and chair of the development committee, of Cape Cod Child Development, a $13 million child and family services organization.

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Program focuses on four key areas of prospect development: Campaigns, Prospect Research, Prospect Management, and Data Analytics. Also explores fundraising terms and technologies, techniques and resources for finding and analyzing biographical, background, and financial information; introduces participants to corporate and foundation research, and explores how available data can be used to formulate gift capacities and inform fundraising operations. In addition, the program covers guiding concepts related to prospect research, such as navigating ethical considerations in conducting research, best practices for managing and reporting prospect data, and creating quality research products.

Apra PA

LOCATION: Franklin & Marshall College in Lancaster, Pennsylvania

Annual conference for prospect research and advancement services professionals in Pennsylvania.

Keynote Speaker: Marianne Pelletier, Managing Director, Staupell Analytics Group