Development Assessment, Search, and Capacity Building Implementation

Late in 2022, Bottom Line engaged Benefactor Group to conduct a development assessment that evaluated the organization’s readiness for expansion and its capacity to generate philanthropic support in both existing and new markets. The assessment clarified strengths and identified opportunities for growth—offering a realistic look at the systems, staffing, and strategies needed to sustain and scale fundraising success.

A key focus of our counsel was strengthening engagement between the national and regional offices to ensure consistent donor experiences and efficient use of resources. We recommended and helped design a national development service center—a centralized hub providing high-quality prospect research services to all regions, offering CRM expertise, support, and training, and developing standard processes and business rules.

To further unify the network, Benefactor Group guided the creation of communities of practice—formalized channels for regional staff in similar roles to share strategies, discuss best practices, and troubleshoot shared challenges. These structures help embed collaboration into daily operations, strengthening both fundraising capacity and organizational cohesion.

Following the assessment, Bottom Line retained Benefactor Group to lead a national search for a regional Managing Director of Development—a critical leadership role to help drive fundraising growth. In 2023, Benefactor Group began providing hands-on support to implement the development plan in Massachusetts, focusing on improving internal systems, strengthening donor engagement strategies, assessing board engagement, and building long-term sustainability.

A Partnership Grounded in Growth and Impact

Benefactor Group’s partnership with Bottom Line exemplifies the power of capacity building: aligning people, plans, and infrastructure to help mission-driven organizations grow with confidence. As Bottom Line worked to amplify its reach, we provided strategic counsel, practical tools, and implementation support to ensure fundraising efforts matched the scale of the organization’s ambition.

By investing in its development, Bottom Line strengthened its ability to serve students at a pivotal time when higher education outcomes are more critical than ever for economic mobility. And by taking a strategic, data-informed approach to growth, the organization is positioned to make an even greater impact in the years ahead.

Expanding Opportunities for Students Across the Country

Today, Bottom Line continues its work to support thousands of students nationwide in achieving their college and career goals. The organization’s investment in development strategy, leadership, and collaborative structures has laid the groundwork for sustainable growth—and a future where even more students have access to the resources they need to succeed.