If your non-profit organization or association is looking for a seasoned presenter on topics related to prospect research and data screening, please contact Dave at (508) 790-2500 to discuss availability and presentation content.

A few of our previous seminars and presentations ....

Options for Prospect Research & Data Screening

This session explores options for prospect research in both small and large shops. Topics covered include why prospect research is important in the development process, assessing research needs, electronic database screening, and in-depth prospect research. The program will examine the costs and benefits associated with both in-house prospect research staffing and outsourcing those services.
PRESENTER: Dave Chase founder of Chase Solutions and The Freelance Prospect Research Network
VENUE: 2008 NEAHP Annual Conference, Groton, CT (March 3, 2008)

PRESENTER: Dave Chase founder of Chase Solutions and The Freelance Prospect Research Network
VENUE: 2008 NEDRA Annual Conference, Providence, RI (May 2008)

Overview of Prospect Research & Data Screening: Overview of prospect research and data mining (electronic screening) and why it is important in the development process. Review of the best prospect research resources available, costs, and how to prioritize which paid resources are really worth it on a limited budget. Review of the types of data screening processes available, strategies for mining your database, costs associated with screening at various levels, and strategies to implement the results of a screening for your development program. Review of strategies and resources to proactively identify new prospects for your organization -- list acquisition.
PRESENTER: Dave Chase founder of Chase Solutions and The Freelance Prospect Research Network
VENUE: Brooks School, North Andover, Massachusetts (held August 22, 2007)

VENUE 2: Providence Country Day School, Providence, Rhode Island (held September 19, 2007)
VENUE 3: Massachusetts Eye and Ear Infirmary, Boston (October 12, 2007)

Contact: Email Dave Chase for Seminar Flyer (let me know your location preference)

In-Depth Data Screening: From Planning to Implementation: In-depth review of the types of electronic screening processes available, strategies for mining your database, costs associated with screening at various levels, and strategies to implement the results of a screening for your development program. Learn how to prepare for a screening and put the results to immediate use. Includes a look at successful implementation strategies from other non-profit organizations.
PRESENTER: Dave Chase of Chase Solutionsand The Freelance Prospect Research Network
VENUE: Brooks School, North Andover, Massachusetts (held August 22, 2007)
VENUE 2: Providence Country Day School, Providence, Rhode Island (held September 19, 2007))
VENUE 3: Massachusetts Eye and Ear Infirmary, Boston (October 12, 2007)
Contact: Email Dave Chase for Seminar Flyer (let me know your location preference)

Options for Prospect Research & Data Screening: This session explores options for prospect research in both small and large shops. Topics covered include why prospect research is important in the development process, assessing research needs, electronic database screening, and in-depth prospect research. The program will examine the costs and benefits associated with both in-house prospect research staffing and outsourcing those services. Attendees receive an invaluable resource list to further explore research options and implement a prospect research and data screening strategy.
PRESENTER: Dave Chase founder of Chase Solutions and The Freelance Prospect Research Network
VENUE: Independent Schools Association of Northern New England, Fall Advancement Conference, Inn at Church Landing, Meredith, NH (October 24, 2007)

Freelance Prospect Research: How to Make a Living Doing Good Deeds

DESCRIPTION: How to get started and succeed in freelance prospect research and independent prospect research consulting. Explores setting fees, marketing services, developing referral relationships, networking, organizing time, selecting and paying for resources, budgeting, managing client relationships, developing various product and service levels, and negotiating contracts. Attendees will receive invaluable handouts.

PRESENTER: Dave Chase founder, The Freelance Prospect Research Network

VENUE: 2007 NEDRA Annual Conference, Ogunquit, Maine (April 2007)

VENUE: 2007 APRA International Annual Conference, Chicago (July 28, 2007)

Seasonal Philanthropy: Identifying & Engaging Wealthy Seasonal Homeowners in Philanthropy
The Cape Cod Foundation and Chase Solutions partnered in offering this innovative program to help Cape Cod’s non-profit community identify and engage wealthy seasonal residents in philanthropy. The program focused on the tools and resources that are available and explored successful programs. We looked at both free resources and the costs of fee based resources, and how to prioritize which paid resources are really worth it on a limited budget. We examined the use of electronic screening strategies for mining your constituent database, the costs associated with screening at various levels, and strategies to implement the results of a screening for your development program.
PRESENTER: Dave Chase of Chase Solutions
Special Guest Speakers: Tom Mundell, President of the Cape Cod Healthcare Foundation, Barbara Milligan, Executive Director of Historic Highfield Hall, and Lindsey Counsell of Three Bays Preservation
VENUE: TD Banknorth Wealth Management Office, South Yarmouth, Massachusetts (September 2006)

Overview of Prospect Research & Data Screening: Overview of prospect research and data mining (electronic screening) and why it is important in the development process. Review of the best resources available, costs, and how to prioritize which paid resources are really worth it on a limited budget. Review of the types of electronic screening processes available, strategies for mining your database, costs associated with screening at various levels, and strategies to implement the results of a screening for your development program. Review of strategies and resources to proactively identify new prospects for your organization -- list acquisition.
PRESENTER: Dave Chase of Chase Solutions
VENUE: Weston, Massachusetts (July 2006); Cape Cod, Massachusetts (August 2006); abbreviated version presented at AFP Western Massachusetts (October 2006)

In-Depth Data Screening: From Planning to Implementation: In-depth review of the types of electronic screening processes available, strategies for mining your database, costs associated with screening at various levels, and strategies to implement the results of a screening for your development program. Learn how to prepare for a screening and put the results to immediate use. Includes a look at successful implementation strategies from other non-profit organizations.
PRESENTER: Dave Chase of Chase Solutions
VENUE: Cape Cod, Massachusetts (August 2006)

Prospect Research and Data Mining: Chase Solutions partnered with the Cape Cod Five Cents Savings Bank to offer an extraordinary opportunity for non-profit organizations to learn how to develop a prospect research and data mining (electronic screening) program to bring your fundraising to a new level. The seminar is designed for development directors, executive directors, and development staff charged with prospect research and/or data management. The seminar will focus on how to assess your needs, what resources are available, and how to identify the most valuable resources for a limited budget.
PRESENTER: Dave Chase of Chase Solutions
VENUE: Cape Cod Massachusetts (February 2006)

Red State/Blue State: mining political contributors for philanthropy: Can the philanthropic sector benefit from the political schisms in America? This program will explore ways in which philanthropic organizations can identify the wealthy political contributors who are most likely to support their mission. Are supporters of conservative causes and candidates more likely to support religious education? Are donors to liberal PACs more likely to support human service agencies? Who gives to the politicians closely aligned with your organization? The program will look at how to acquire lists of political donors and strategies to electronically screen your constituent database for high-level political givers. Participants will receive a valuable resource list to pursue implementation strategies.
PRESENTER: Dave Chase of Chase Solutions Inc.
VENUE: Association of Fundraising Professionals, Massachusetts Chapter: Annual Conference on Philanthropy at the Marriott Copley Place in Boston (November 2005)

Prospect Research and Data Mining for Small Shops
Chase Solutions is delighted to offer what we believe will be an extraordinary opportunity for smaller non-profit organizations to learn how to develop a prospect research and data mining (electronic screening) program to bring your fundraising to a new level. The seminar is designed for development directors, executive directors, and development staff charged with prospect research or data management in a small shop. The seminar will focus on how to assess your needs, what resources are available, and how to identify the most valuable resources for a limited budget.
PRESENTERS: Dave Chase and Amy Reed of Chase Solutions Inc.
VENUE: Cape Cod (August 2005) and Framingham, Massachusetts (October 2005)

Options for Prospect Research
This session explores various options for prospect research in both small and large shops. Topics covered include assessing research needs, electronic database screening, and in-depth prospect research. The program will examine the costs and benefits associated with both in-house research staffing and outsourcing. Attendees will receive an invaluable resource list to further explore research options and implement a research strategy.
PRESENTERS: Dave Chase & Amy Reed of Chase Solutions Inc.
VENUES: New England Association for Healthcare Philanthropy: 2005 Annual Conference at the Equinox Resort in Manchester, Vermont, and the New England Association of Catholic Development Officers 2003 Fall Conference at Holy Cross College in Worcester

Old Money: Researching Wealthy Families
The session looks at both proactive research (identifying wealthy families who are neither current donors nor prospects) and reactive research (researching current donors or prospects). Researchers often get research requests with comments like "we hear there is family money" or "we heard that her father made a fortune in the tooth pick business. This program will focus how to address these requests.
PRESENTER: Dave Chase of Chase Solutions, Inc.
VENUE: Association of Fundraising Professionals, Massachusetts Chapter: 2003 Conference on Philanthropy, "A Donor Centered Universe: Engaging Our Donors, Educating Ourselves" at the Marriott Copley Place in Boston

Prospect Management In the Information Age
This session examines prospect information management with a focus on major gift prospects. Topics include identification of new prospects through electronic prospect screening and other methods, database management and segmentation, prospect assignment, prospect research, prospect rating, prospect tracking and ongoing maintenance and mining of donor data. Staffing and outsourcing options for large and small shops will be explored. Group discussion will encourage attendees to examine prospect information management issues they are facing.
PRESENTERS: Janice Flammia of Vital Data Management and Dave Chase of Chase Solutions, Inc.
VENUE: Association of Fundraising Professionals, Rhode Island Chapter: Fundraising Day in Southern New England at Johnson & Wales Inn, Seekonk)

Prospect Research on a Shoestring
The session provided an overview of prospect research options for organizations with a limited budget. With an emphasis on low or no cost resources, the program explored key benefits and uses of prospect research; various levels of research from finding addresses, to electronic screening and detailed profiling; research options from using existing staff, to hiring research staff and outsourcing.
PRESENTER: Dave Chase of Chase Solutions, Inc. VENUE: Planned Giving Council of Cape Cod at the Cape Codder Resort in Hyannis, Massachusetts

Evaluating Private Companies
Determining the value of a privately held business is a highly subjective process ... even if you have access to complete financials. Something the prospect researcher rarely has. Dave Chase, a prospect researcher with over 20 years of business experience -- including business brokerage, consulting and valuation experience -- attempts to shed some light on valuation techniques and resources.
PRESENTER: Dave Chase of Chase Solutions, Inc. VENUE: New England Development Research Association: 2002 Annual Conference at the Boston Marriott Burlington