Imagining Yourself in Another's Shoes vs. Extending Your Concern: Empirical and Ethical Differences
The Golden Rule (do unto others as you would have others do unto you) isn't bad, exactly -- it can serve a valuable role -- but I think there's something more empirically and ethically attractive about the relatively underappreciated idea of "extension" found in the ancient Chinese philosopher Mengzi.
The fundamental idea of extension, as I interpret it, is to notice the concern one naturally has for nearby others -- whether they are relationally near (like close family members) or spatially near (like Mengzi's child about to fall into a well or Peter Singer's child you see drowning in a shallow pond) -- and, attending to relevant similarities between those nearby cases and more distant cases, to extend your concern to the more distant cases.
I see three primary advantages to extension over the Golden Rule (not that these constitute an exhaustive list of means of moral expansion!).
(1.) Developmentally and cognitively, extension is less complex. The Golden Rule, properly implemented, involves imagining yourself in another's shoes, then considering what you would want if you were them. This involves a non-trivial amount of "theory of mind" and hypothetical reasoning. You must notice how others' beliefs, desires, and other mental states relevantly differ from yours, then you must imagine yourself hypothetically having those different mental states, and then you must assess what you would want in that hypothetical case. In some cases, there might not even be a fact of the matter about what you would want. (As an extreme example, imagine applying the Golden Rule to an award-winning show poodle. Is there a fact of the matter about what you would want if you were an award winning show poodle?) Mengzian extension seems cognitively simpler: Notice that you are concerned about nearby person X and want W for them, notice that more distant person Y is relevantly similar, and come to want W for them also. This resembles ordinary generalization between relevant cases: This wine should be treated this way, therefore other similar wines should be treated similarly; such-and-such is a good way to treat this person, so such-and-such is probably also a good way to treat this other similar person.
(2.) Empirically, extension is a more promising method for expanding one's moral concern. Plausibly, it's more of a motivational leap to go from concern about self to concern about distant others (Golden Rule) than to go from concern from nearby others to similar more distant others (Mengzian Extension). When aid agencies appeal for charitable donations, they don't typically ask people to imagine what they would want if they were living in poverty. Instead, they tend to show pictures of children, drawing upon our natural concern for children and inviting us to extend that concern to the target group. Also -- as I plan to discuss in more detail in a post next month -- in the "argument contest" Fiery Cushman and I ran back in 2020, the arguments most successful in inspiring charitable donation employed Mengzian extension techniques, while appeals to "other's shoes" style reasoning did not tend to predict higher levels of donation than did the average argument.
(3.) Ethically, it's more attractive to ground concern for distant others in the extension of concern for nearby others than in hypothetical self-interest. Although there's something attractive about caring for others because you can imagine what you would want if you were them, there's also something a bit... self-centered? egoistic? ... about grounding other-concern in hypothetical self-concern. Rousseau writes: "love of men derived from love of self is the principle of human justice" (Emile, Bloom trans., p. 235). Mengzi or Confucius would never say this! In Mengzian extension, it is ethically admirable concern for nearby others that is the root of concern for more distant others. Appealingly, I think, the focus is on broadening one's admirable ethical impulses, rather than hypothetical self-interest.
[ChatGPT4's rendering of Mengzi's example of a child about to fall into a well, with a concerned onlooker; I prefer Helen De Cruz's version]
My new paper on this -- forthcoming in Daedalus -- is circulating today. As always, comments, objections, corrections, connections welcome, either as comments on this post, on social media, or by email.
Abstract:
According to the Golden Rule, you should do unto others as you would have others do unto you. Similarly, people are often exhorted to "imagine themselves in another's shoes." A related but contrasting approach to moral expansion traces back to the ancient Chinese philosopher Mengzi, who urges us to "extend" our concern for those nearby to more distant people. Other approaches to moral expansion involve: attending to the good consequences for oneself of caring for others, expanding one's sense of self, expanding one's sense of community, attending to others' morally relevant properties, and learning by doing. About all such approaches, we can ask three types of question: To what extent do people in fact (e.g., developmentally) broaden and deepen their care for others by these different methods? To what extent do these different methods differ in ethical merit? And how effectively do these different methods produce appropriate care?
This is really nicely stated. This isn't what you're saying at all, but it made me think about the arguments in economics: the homo economicus self-interest-powered market theory can be quite hard to counter, and this kind of idea - the recognition that self-interest is not necessarily the only, strongest, or most important kind of fundamental motivation - is really useful.