Chase
Solutions
maintains a strategic
partnership with WealthEngine
to provide cutting edge data
screening and affordable access to online
prospect research
databases for
philanthropic
organizations.
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Access
to on-line
prospect research tools
starting at $2,500
annually
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|
|
Data
mining/electronic
screening services
starting at $1,000
|
|
|
Free
WebService trial
of 19 on-line databases
|
|
|
Free
sample screening
of 500 records from your
database
|
|
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In-depth
prospect research |
WebService
Research
Center
Chase
Solutions provide you with
training, support, and direct
access to WealthEngine’s WebService
Research Center so that you
can research individual
prospects on your own, whenever
the need arises.
This service provides you with
direct online access to national
real estate values (DataQuick
and Lexis-Nexis), business
holdings (Dun & Bradstreet),
stock holdings (Thompson
Financial), biographical data
(Marquis Who’s Who),
charitable giving (Waltman
Associates), board memberships
(GuideStar), and much more.
Unlimited access is provided for
up to three concurrent users through Chase
Solutions at
an annual cost of only $2,500.
Training and support
by both Chase Solutions and
WealthEngine is included
in this price and additional
users can be added for an
additional cost.
Data
Screening
WealthEngine’s
renowned data
screening services
are available directly
through Chase Solutions. A
WebService subscription is
required for all screening
services. Screening services
start at a minimum of only $1,000
for subscribers to the
WebService described above. This is far below the
$5,000 minimum required by many
data screening firms. We offer a
free
sample screening of 500 records
to provide you with a real
picture of how data screening can
support your philanthropic
mission.
Training and support by both
Chase Solutions and WealthEngine
is included.
In-Depth
Prospect Research
Chase
Solutions adds frontline
prospect research experience,
delivery of additional
consulting and training
services, and in-depth research
support to assist you in putting
the results of your screening to
work for your organization. We
can either help you, or train
your staff, in a process to
“clear” the enhanced
information that is returned
through a WealthEngine
screening. Data mining is the
first step in identifying and
cultivating your major gift
prospects. Once your top
prospects have been identified,
Chase Solutions can provide
in-depth prospect research
profiles provide you with
invaluable information to help
you plan your cultivation and
make an informed decision prior
to the ask.
We
are excited about our
affiliation with
WealthEngine
and are looking forward to
helping you identify and qualify
your major donors. Please
contact Dave
Chase at (508)
790-2500 to discuss how we can
help you support your
philanthropic mission.
