Designation Restrictions allow you to prevent specific fund designations or external agencies from receiving support within a campaign — without deleting the fund, removing its historical donation data, or manually removing it from every campaign where it may already be available.

Using fund tags and the Prohibit support for fund labels setting in Advanced Search, you can identify designations that should no longer receive gifts. Goodworld will then automatically:

This is especially useful for organizations that manage a large number of external charities or designations whose eligibility can change over time.

Use Designation Restrictions when a fund (a.k.a external agency) should remain in Goodworld for historical and reporting purposes but should no longer be eligible to receive gifts through a particular campaign.

For example, an external nonprofit may:

Rather than deleting the fund or manually finding and removing it from every campaign where it may have previously been included, you can tag the fund as ineligible and use that tag to restrict support.

Important: Designation Restrictions do not delete or deactivate the underlying fund record. Historical gifts to the fund remain intact.

Designation Restrictions are configured in two parts:

First, tag the funds that should be restricted.

Second, tell the campaign which fund tag should prohibit support.

This separation gives you flexibility over how your organization identifies and manages ineligible designations.

Decide which tag you will use to identify funds that should not receive support.

You can use whatever naming convention makes the most sense for your organization. For example:

The name of the tag itself does not determine the restriction. It is simply how you identify the affected funds.

You’ll select that tag when configuring the campaign in a later step.

Apply your chosen tag to each fund that should no longer receive support.

For a small number of designations, you can add the tag directly to the individual fund records.

If you have many designations to restrict, you do not need to update each one individually.

For example, if you maintain a spreadsheet containing 50 organizations that are no longer eligible for your workplace giving program, you can use a CSV import to update those fund records and apply your restriction tag in bulk.

This can be particularly useful for annual eligibility reviews or when managing thousands of external charities.

Next, open the campaign where you want the restriction to apply and navigate to its Advanced Search configuration.

Designation Restrictions are managed at the campaign level, allowing you to specify which fund labels should prevent support within that campaign.

Locate the Prohibit support for fund labels setting.

Select the fund tag you created or chose earlier — for example, Ineligible.

Goodworld will now recognize funds carrying that tag as restricted within the campaign.

Even if one of those funds or external agencies was previously selected as an available designation for the campaign, the restriction takes precedence.

Once the restriction has been configured, review the campaign’s designation settings.

Restricted funds remain identifiable to administrators so you can understand which records are affected, but they will not be presented to donors as available giving options.

When a fund is restricted, the administrator experience will indicate that the designation is unavailable because it carries a tag that has been configured to prohibit support.

This allows you to maintain administrative visibility without creating the impression that donors will be able to select the designation.

Once a Designation Restriction is active, Goodworld automatically enforces it throughout the donor experience.

For a donor making a new gift, restricted funds are completely hidden from the donor-facing designation search experience.

Even if an administrator previously included the fund among the campaign’s available designations, a fund carrying the restricted tag will not appear as an option to donors.

The donor therefore cannot discover, select, or direct a new gift to that designation.

Designation Restrictions also apply to gifts being rolled over from previous campaigns.

This is an important distinction: restricting a designation doesn’t only prevent new donors from finding it. Goodworld also checks whether an existing donor’s previous gift included a designation that is no longer eligible for support.

The experience depends on whether the gift is an opt-in rollover or an automatic rollover.

With an opt-in rollover, the donor actively reviews and confirms their previous gift.

Suppose a donor’s previous gift included:

Helping Hands — $120/year

Helping Hands has since been tagged as ineligible, and that tag is configured as a Designation Restriction for the new campaign.

When the donor initially sees their rollover opportunity, they can continue through the rollover flow. Goodworld then accounts for the restriction during the designation splitting/confirmation step.

At that point:

This prevents a donor from accidentally renewing support for an organization that can no longer receive gifts while still giving them an opportunity to choose an alternative.

The same logic applies when more than one designation in a donor’s previous gift is no longer eligible.

For example, if a donor previously split a gift among four organizations and all four are now restricted, each restricted designation will be prevented from receiving the rollover amount.

The affected amounts will instead be allocated to the General Fund, and the donor can review the change and select other eligible designations before confirming the rollover.

Designation Restrictions also protect gifts that renew automatically.

If an automatically renewed gift contains a fund that is now restricted, Goodworld will not direct the new rollover amount to that fund.

Instead, the amount associated with the restricted designation is automatically redirected to the campaign’s General Fund.

Because an automatic rollover does not require the donor to complete the opt-in confirmation experience, the donor does not manually reallocate the amount during the rollover process.

A Designation Restriction takes precedence over a fund simply being selected as available within a campaign.

For example:

Even though Helping Hands may still exist among the campaign’s configured funds, it will not be displayed to donors or be eligible to receive support.

This is what makes Designation Restrictions particularly useful for organizations managing large fund lists.

You don’t need to locate every place where the fund was previously selected and remove it individually.

For organizations working with hundreds or thousands of external charities, we recommend using a consistent tagging structure for designation eligibility.

For example, your organization might maintain an Ineligible tag and apply it whenever a fund becomes unable to receive support.

When your eligibility list changes, you can:

This allows you to manage changing eligibility through fund data rather than repeatedly rebuilding campaign designation lists.

A designation becoming ineligible today does not mean its historical data is no longer valuable.

Your organization may still need to know:

Deleting or otherwise removing the historical record could interfere with that history.

Designation Restrictions solve this by separating historical support from current eligibility.

The fund record and its previous donation history remain available in Goodworld, while the restriction prevents it from receiving support in applicable campaigns going forward.

Designation Restrictions let you stop future support for an ineligible fund without erasing its past.

By combining fund tags with the Prohibit support for fund labels setting, you can centrally identify designations that should no longer receive support, keep them out of the donor experience, and ensure existing rollover gifts are handled appropriately.

For organizations managing large and frequently changing networks of external charities, this provides a scalable way to keep campaign designations accurate while preserving the integrity of historical giving data.

If you have questions about Rollover Gifts, schedule a support call with our success team.