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.

• Access to on-line prospect research tools starting at $2,500 annually
• 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
• 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.