“I have been honored to serve as an informal adviser on product development to WealthEngine for the past 16 years and to be named a WealthEngine partner 13 years ago. Over the years, our partnership has provided WealthEngine research, prospecting, screening, analytics and modeling services to several hundred of my fabulous clients (a few are represented below). I am an active participant in WealthEngine’s Product Council, contributing advice and counsel in WealthEngine’s ongoing development of the most advanced prospecting, research and analytical tools in the non-profit and commercial arenas. At the 2016 company-wide meeting in DC, I was humbled to be presented with the lifetime achievement award, from WE’s CEO, in recognition of my length of involvement and contributions to the company. Thank you for considering the Chase Solutions Partnership with WealthEngine!” Dave Chase, WealthEngine Partner & CEO of Chase Solutions Inc.
Our partnership model is based on a deep knowledge of prospect research and the evolution of WealthEngine. There are only two employees left at WealthEngine who were there when Dave began working with the company.
- Our clients always know who is on the “other end of the line.” Dave is your primary point of contact for sales and support … your “go-to-guy” for all things WealthEngine. You essentially receive concierge level service at no additional cost.
- You pay the same price as you would if you went directly to WealthEngine. There is no mark-up. Dave is a valued member of the WealthEngine sales team and a direct reseller of all WealthEngine products and services and simply receives a commission on sales through the partnership.
- Our clients have access to additional value added services that complement and support your WealthEngine implementation. For small shops, who lack trained staff to fully utilize the power of WealthEngine, we offer WealthEngine Account Management Services through our Freelance Prospect Research Network. This unique service provides remote management of your account — by a seasoned prospect researcher — and periodic review of your results, strategy and goals. Management services can include 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, analytics and identification of new prospects. Pricing is likely to be significantly less than the cost of adding new staff or adding new duties and training for your already overburdened team.
- For our larger clients, these value added services provide a ready resource to augment your existing team with seasoned professional researchers through our Freelance Prospect Research Network. Our researchers can provide remote assistance when your researcher is on personal leave or you need to validate a large screening and need additional support.
Dave is the founder and CEO of the International Prospect Research Network, Freelance Prospect Research Network and Chase Solutions Inc. He has served as sponsorship chair and as treasurer of the New England Development Research Association. Dave is a former longtime board member and officer of the New England Association for Healthcare Philanthropy. He is a frequent presenter of professional seminars on prospect research, data screening, analytics and proactive research.
A tenth generation Cape Codder, Dave serves on the board of directors, and chairs the development committee, of Cape Cod Child Development Program m(Cape Cod’s largest child and family services organization). He served as president of the Hyannis Youth & Community Center Foundation — leading a successful capital campaign for the $25 million Center. Dave is a former president of the Hyannis Area Chamber of Commerce, the Hyannis Area Economic Development Corporation, and the Massachusetts Association of Realtors Commercial-Investment Division. Dave is also a member of the New England Historic Genealogical Society, the General Society of Mayflower Descendants, the Massachusetts Society of Mayflower Descendants and the Thomas Rogers Society.
We are excited about our affiliation with WealthEngine and are looking forward to helping you identify and qualify your major donors!
PO Box 1116 Centerville, MA 02632 • Phone: (508) 790-2500