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Immersion + iiCare Partnership Playbook

Published on
May 9, 2025

Immersion + iiCare Partnership Guide

A deep-dive reference for brands, nonprofits, family offices, and public agencies that want to translate bold intent into measurable impact.

1 | Why We Wrote This

Too often, philanthropy, corporate innovation, and community investment run on parallel tracks—duplicating effort, diluting resources, and leaving beneficiaries under-served. Immersion (a venture-design studio) and iiCare (a social-impact fund and consortium) exist to collapse those silos. By fusing human-centered design, venture-philanthropy finance, and story-driven engagement, we ensure every dollar, data point, and narrative advances people first and metrics second. Our charter hard-codes five non-negotiables—innovation, collaboration, transparency, scalability, and social equity—so every partner rows in the same direction.

That shared ethos has powered campaigns that reach millions with amazing icons—e.g., the Ray Lewis Ray Of Hope Foundation, Steve & Marjorie Harvey Foundation, Allan Houston Legacy Foundation, and many more —while seeding evergreen capital pools that recycle funds through recoverable grants and program-related investments (PRIs).

Phase What Happens Your Deliverables
1 · Partner Discovery 5-minute Goals Application → Discovery call → Charter-alignment vote Clear problem statement, target outcomes, indicative budget
2 · Co-Design Sprint 30-day workshop to braid service lanes, build KPI dashboard, finalize legal docs Decision-making authority, marketing assets, compliance docs
3 · Launch & Iterate Campaign or program goes live, with quarterly learning loops and annual re-scoping Ongoing data sharing, stakeholder engagement, success stories

3 | Engagement Lanes—Deep Dive & Customization Options

Below is an expanded look at each lane, including how we tailor the architecture, success metrics, and storytelling to your objectives.

Lane What It Delivers Typical Partner & Scale Flagship Benefit
Mission-Aligned Capital Pool Pooled SPGV (recoverable grants or PRIs) Family offices, CSR funds, foundations (USD 250 k – 5 M) Capital recycles; KPI dashboard; optional board seat
Icons of Impact / Play for Purpose Celebrity-led sweepstakes & digital activations Consumer brands, OTT, retailers (USD 50 k – 1 M) 10 M+ reach; co-produced media; tax-deductible spend
Jeffersonian Dinners & Roundtables 12-18-seat salons sparking pledges & coalitions C-suites, civic leaders (USD 15 k – 250 k) Intimate networking; earned-media storytelling
Consulting & Innovation Studio Fractional CFOs, design-thinking, diligence teams Growth nonprofits, city agencies (USD 3 k – 30 k / mo) Speed-to-market roadmaps; cost-containment
iiCare Hub-and-Spoke Network Research Hubs + wraparound Spokes Health systems, biotech, payors (USD 50 k – 3.8 M) Diverse trial enrollment; population-health ROI
Membership & Sponsorship Tiers Annual dues or campaign packages Individuals (USD 6 k+), Corporates (USD 175 k – 500 k) VIP events; voting rights; media amplification

3.1 Mission‑Aligned Capital Pool

What it is. A dedicated sleeve inside iiCare’s Special‑Purpose Grant Vehicle (SPGV) that can accept:

  • Recoverable Grants – cash that returns to the pool if agreed‑upon impact or revenue milestones hit.
  • Program‑Related Investments (PRIs) – low‑interest loans or equity with concessionary terms that keep you compliant with foundation payout rules.

How we customize.

  1. Capital Stack Design – choose 100 % recoverable, a grant/PRI blend, or a side‑car concessionary equity slice.
  2. Milestone Logic – select outputs (e.g., patients served) or blended social‑financial KPIs; payouts can be trench‑based or all‑or‑nothing.
  3. Governance Seat – opt for an observer seat, full voting rights, or quarterly “office hours.”

Deliverables & Timeline.

  • 2‑week diligence package on pipeline ventures.
  • Term‑sheet templates (legal fees baked into pool expense ratio).
  • Quarterly impact + financial reports; annual narrative film recap.

Why partners choose it. Converts static CSR or DAF dollars into evergreen capital while preserving brand flexibility—you can repurpose returns for new causes without re‑filing a board resolution.

3.2 Icons of Impact & Play for Purpose

What it is. A modular campaign engine that pairs your brand with one (or several) of our celebrity ambassadors—Steve Harvey, Ray Lewis, Allan Houston, Angel McCoughtry, and others—to run sweepstakes, limited‑edition product drops, or live experiences.

Customization dials.

  1. Celebrity Fit Matrix – we score brand purpose vs. ambassador passion points to avoid “forced” alignments.
  2. Activation Format
    • Digital‑only: 4‑week viral sweepstakes with tiered donation perks.
    • Hybrid: digital lead‑up plus one flagship event (e.g., Bahamas retreat, private golf clinic).
    • Always‑on: rolling micro‑challenges that refresh quarterly.
  3. Audience Targeting – pick from our 4 M‑person email file, partner OTT channels, or geo‑fenced paid media.

Assets you receive.

  • 12‑piece social toolkit (static + reels).
  • 60‑second hero video produced by Immersion Studios.
  • Press release co‑drafted with your agency.

Typical lift. Net brand impressions 10–30 M; 2–7 × ROAS on paid media; earned‑media value often exceeds paid spend by 30 – 60 %.

3.3 Jeffersonian Dinners & Leadership Roundtables

What it is. High‑touch salons (12–18 seats) where every guest answers one catalytic question around innovation, equity, or philanthropy—producing both capital pledges and content.

Build‑your‑own elements.

  1. Venue Spectrum – private chef’s table, historic estate, to a yacht during Cannes Lions; all ADA compliant by default.
  2. Guest Curation – choose two anchor guests (you + a co‑host); we fill the rest via consortium rolodex (family offices, policy makers, tech founders).
  3. Outcome Path – pledge card (donations), term‑sheet (deal), or “challenge brief” (open innovation).

What you walk away with.

  • Produced mini‑doc (3‑min) for LinkedIn and internal comms.
  • Signed pledge sheets / term sheets.
  • Post‑event impact memo + warm intros to all attendees.

Timeline. Eight‑week typical turn from concept to clink of glasses.

3.4 Consulting & Innovation Studio

What it is. A flex bench of specialists—design‑thinking coaches, fractional CFOs, actuaries, diligence analysts—who embed for 30‑, 90‑, or 180‑day sprints.

Custom knobs.

  1. Engagement Scope – pick a la carte swim lanes (financial modeling only) or end‑to‑end product launch.
  2. Work Mode – on‑site embeds, virtual pods, or hybrid.
  3. Performance Fees – fixed fee, success kicker (e.g., % of cost savings), or equity/warrant back‑end for for‑profits.

Sample modules.

  • Innovation Pipeline Audit – 3‑week sprint mapping ideas to ROI.
  • Recoverable‑Grant Playbook Build – customize term sheets + tracking workflow.
  • M&A / PRI Diligence – Red Lion Advisory + Immersion team up to vet targets.

Outputs. Investor‑ready decks, product roadmaps, board‑level dashboards, staff training.

3.5 iiCare Hub‑and‑Spoke Health Network

What it is. A regional research “Hub” anchored at an academic or safety‑net hospital, with “Spokes” removing barriers (transport, meal kits, home lab visits, caregiver stipends).

Ways to engage.

  1. Founding Hub Partner (USD 1.5 – 3.8 M). Naming rights, data‑sharing MOU, seat on Scientific Advisory Board.
  2. Spoke Champion (USD 50 k – 250 k). Fund or operate a single barrier‑busting service (e.g., Uber Health rides).
  3. Data‑Equity Collaborator. Provide analytics tools or donate de‑identified datasets; receive co‑authorship on publications.

Customization.

  • Therapeutic Focus: oncology, sickle‑cell, women’s health, mental health.
  • Population Focus: rural, BIPOC, veterans, LGBTQ+.
  • Tech Overlay: choose from wearables, tele‑trial kits, AI triage.

ROI. Faster enrollment (30–40 % uplift), higher retention, and richer real‑world evidence that de‑risks commercial launch.

3.6 Membership & Sponsorship Tiers

What it is. Annual or campaign‑specific packages that unlock networking, governance, and branding perks.

Tier Annual Dues Ideal For Key Perks
Supporter USD 6 k Individuals, boutique agencies One dinner seat, site listing
Impact Builder USD 25 k Regional brands, small foundations Two VIP dinner tickets, consulting discount
Growth Partner USD 60 k Mid-market firms, DAFs Committee observer seat, 12-piece media kit
Founding Partner USD 250 k+ Enterprises, large FOs, health systems Voting seat, flagship co-brand, first-look deal flow

Customization toggles.

  • Perk Mix: swap media credits for additional dinner seats or consulting hours.
  • Event Geography: apply credits to Cannes, Davos, Super Bowl, or custom activation.
  • Duration: multi‑year discount (up to 15 %) for 3‑year commitments.

Add‑Ons. Personal concierge travel, ESG reporting bundle, or “Impact Thesis” ghost‑writing for your board.

Need a bespoke configuration?

Each lane is interoperable. A popular “hybrid stack” pairs Capital Pool funding with an Icons of Impact campaign to generate new donor leads, plus a Consulting Studio sprint to equip the nonprofit grantee with back‑office capacity. Your Partnership Manager will mock up at least two blend scenarios during the Co‑Design phase so you can choose the risk‑return‑reach profile that fits.

4 | Universal Benefits

  • Dedicated Partnership Manager – single point of contact
  • Real-Time Impact Dashboard – funds deployed, lives reached, stories amplified
  • Risk & Compliance Shield – 501(c)(3) fiscal-sponsor cover, IRS-aligned accounting, Red Lion diligence
  • Story Engine – in-house media team packages micro-videos, podcasts, and earned-media hits
Org Category Annual Budget Sweet-Spot Staff Capacity Minimum Engagement Size
Grassroots Nonprofit USD 250 k – 1 M 1 dedicated liaison Community Partner track (USD 10 k cash/in-kind)
Regional Charity / Small Brand USD 1 M – 10 M Marketing + Ops lead Icons tier 1 (USD 50 k) or Dinner seat
Enterprise or Foundation USD 10 M – >1 B Cross-functional team Typically USD 150 k+ blended package
Family Office / Private Fund Assets > USD 50 M CIO + Philanthropy lead Capital Pool stake (USD 250 k+)

6 | Partner Playbook—Best Practices, Credentials & Kick-Off Checklist

6.1 Best Practices for a Smooth Launch

  1. Align Stakeholders Early. Secure C-suite or board sign-off before the Discovery Call.
  2. Nominate a Single Liaison. One empowered POC accelerates approvals and content flow.
  3. Define Success Metrics. Pick three outcome KPIs (e.g., dollars raised, people served, media reach).
  4. Commit to Data Transparency. Shared dashboards only work if partners supply timely numbers.
  5. Leverage Story Assets. Provide brand guidelines, b-roll, and spokespeople to amplify impact.
Requirement Who Must Provide Why It Matters
IRS 501(c)(3) Letter or EIN All U.S. nonprofits Enables tax-deductible receipts
KYC / AML Docs All financial contributors Regulatory compliance
Board Resolution / LOI Capital Pool, Hub-Spoke, Consulting Confirms authority to commit funds
Accredited-Investor Verification Recoverable Grant & PRI participants SEC regulations
Audited Financials (last 2 yrs) Orgs ≥ USD 5 M budget Due-diligence & risk shield

6.3 Kick-Off Checklist

  • Complete Partner Goals Application
  • Gather compliance documents above
  • Identify internal liaison & marketing POC
  • Draft 3–5 mission-linked KPIs
  • Schedule Discovery Call (Calendly link sent upon application)
  • Share embargoed dates, brand-safety guidelines, legal red lines

7 | Ready to Begin?

  1. Apply at iicare.us/apply (5 min).
  2. Discovery Call within seven business days.
  3. Charter Sign-Off & Term Sheet (Week 3).
  4. Launch Sprint (Weeks 4–8).

“Immersion + iiCare is where audacious ideas meet disciplined execution. If you’re ready to co-design the future of impact, we’re ready to build with you.”Nathan Harris, Co-Founder & General Partner

Nathan Harris
General Partner