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The Chase Solutions Partnership with DonorSearchTM
Our consulting partnership is based on our mutual deep knowledge of wealth intelligence and prospect research. The professional relationship and friendship between Dave Chase (our CEO) and Bill Tedesco (founder and CEO of DonorSearch) goes back 24 years.
Dave is considered one of the most knowledgeable and experienced wealth intelligence and prospect research consultants in the country. Our partnership provides an opportunity for you to leverage that depth of knowledge to maximize using DonorSearch for actionable wealth intelligence.
Dave is a valued member of the DonorSearchTM sales team and a direct reseller of all DonorSearchTM products and services.
A word from our founder: “I was honored to join DonorSearch as a consulting partner in 2021. This is a welcome opportunity to work closely with my good friend, Bill Tedesco, again. Bill and his team have done a terrific job building the DonorSearch platform. The unique way that DonorSearch leverages charitable giving data — places DS at the forefront of the industry. Thank you for considering the Chase Solutions Partnership with DonorSearchTM!” – Dave Chase, DonorSearchTM Partner & CEO of Chase Solutions Inc.
Access additional value added services that complement your DonortSearchTM experience.
For small shops, who lack trained staff to fully utilize the power of this platform, we offer DonorSearchTM Screening and Account Management Services. This unique service provides remote management of your account and/or screening — by a seasoned prospect researcher — and periodic review of your results, strategy and goals.
Management services include:
- Full DS screening management from file prep to analysis, segmentation and implementation
- Researching and validating your constituents
- Preparation and submission of screenings
- Reviewing, segmenting, validation and reporting of screening results
- Integration of screening results into your DMS
- Identification of new prospects
- MGO portfolio management
Our clients are talking about us…
Mark Kostegan
Chief Development Officer & Senior Vice President for Development
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. 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 Dave and his team at Chase Solutions.”
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 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 screening go-to-guy for many 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.”
