Prospect Research Training

Chase Solutions offers customized research training designed to provide your staff with the research skills they need to be successful in supporting your development mission. We offer full-day and half-day on-site training sessions tailored to address the specific research needs of your organization..

In-Depth Prospect Research
Hands on profile development utilizing free and fee resources. Develop in-depth profiles on your prospects with biographical, financial and philanthropic information.

Wealth Profiling
Hands on research of your prospect’s financial resources. Focus on stock holdings, real estate, business ownership and family foundations.

Internet Searching
Overview of search engine and free/low cost Internet resources. Focus on selecting resources and structuring queries to quickly answer key questions regarding your prospects.