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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