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10.

1177/014616702236834
PERSONALITY AND SOCIAL PSYCHOLOGY BULLETIN
Jonas et al. / THE SCROOGE EFFECT

The Scrooge Effect: Evidence That Mortality Salience


Increases Prosocial Attitudes and Behavior

Eva Jonas
Ludwig-Maximilians-Universität München
Jeff Schimel
University of Alberta
Jeff Greenberg
University of Arizona
Tom Pyszczynski
University of Colorado, Colorado Springs

From the perspective of terror management theory, reminders of At Christmas time, one of the most cherished and fre-
mortality should intensify the desire to express culturally pre- quently told stories in Western culture is Charles Dick-
scribed prosocial attitudes and engage in culturally prescribed ens’s A Christmas Carol. In this story, the ghost of Christ-
prosocial behaviors. Two studies supported these hypotheses. In mas past and the ghost of Christmas present show
Study 1, people were interviewed in close proximity to a funeral Ebenezer Scrooge how his cruelty and selfishness has
home or several blocks away and were asked to indicate their atti- adversely affected his own life and the lives of others.
tudes toward two charities they deemed important. Those who However, it is not until the ghost of Christmas future
were interviewed in front of the funeral home reported more shows Scrooge a glimpse of his own future, inscribed on
favorability toward these charities than those who were inter- the head of a tombstone, that his stinginess and greed
viewed several blocks away. In Study 2, the authors found that give way to benevolence and compassion for others.
following mortality salience, people gave more money to a charity Dickens is telling us that one should value kindness and
supporting an American cause than people who had been concern for others over selfishness and material riches
exposed to an aversive control topic. However, mortality salience or else die an insignificant and lonely death.
had no effect on the amount of money given to a foreign cause. In other words, by doing the right things, Scrooge was
Practical and theoretical implications are discussed. able to manage his terror of absolute annihilation. And
so, in this 19th-century story, we can see a literary presag-
ing of terror management theory (TMT), which pro-
A pale light, rising in the outer air, fell strait upon the poses that self-esteem, the belief that one is a valuable
bed; and on it, plundered and bereft, unwatched, un- person within the context of one’s cultural conception of
wept, uncared for, was the body of this man. . . . Oh cold,
cold, rigid dreadful Death, set up thine altar here, and
dress it with such terrors as thou hast at thy command: Authors’ Note: This research was supported in part by National Science
for this is thy dominion! But of the loved, revered, and Foundation (NSF) Grants SBR-9601366, SBR-9601474, SBR-9731626,
honoured head, thou canst not turn one hair to thy and SBR-9729946 as well a grant from the German Science Foundation
dread purposes, or make one feature odious. It is not (Deutsche Forschungsgemeinschaft [DFG]), Jo. 388/1-1. The contri-
butions of the first two authors were equivalent. We thank Jaime Valger
that the hand is heavy and will fall down when released; it
for her work as an experimenter in Study 2. Correspondence for this
is not that the heart and pulse are still; but that the hand
article should be addressed to Eva Jonas, Institute of Psychology, Social
was open, generous, and true; the heart brave, warm, Psychology Unit, Ludwig-Maximilians-Universitaet, Leopoldstr. 13,
and tender; and the pulse a man’s. Strike Shadow, strike! 80802 Munich, Germany; e-mail: jonas@psy.uni-muenchen.de.
And see his good deeds springing up from the wound, to
PSPB, Vol. 28 No. 10, October 2002 1342-1353
sow the world with life immortal.
DOI: 10.1177/014616702236834
—Charles Dickens, A Christmas Carol (1950, pp. 115-116) © 2002 by the Society for Personality and Social Psychology, Inc.

1342
Jonas et al. / THE SCROOGE EFFECT 1343

reality, provides protection from the fear of death with this idea. Trait self-esteem is negatively correlated
(Becker, 1971, 1973; Greenberg, Solomon, & with trait anxiety and anxiety-related problems, and
Pyszczynski, 1997; Solomon, Greenberg, & Pyszczynski, threats to self-esteem increase anxiety (for a review, see
1991). Of interest, whereas most prior TMT research has Solomon et al., 1991). Most important, studies designed
focused on negative or socially destructive consequences specifically to test this hypothesis have shown that bol-
of confronting one’s mortality, such as prejudice, bias, stering people’s self-esteem reduces both physiological
and aggression, Dickens’s story hypothesizes a construc- arousal and self-reports of anxiety in response to graphic
tive consequence of mortality salience: If generous depictions of death and painful electric shocks and
behavior helps to restore the belief that one is a mean- reduces defensive distortions to deny one’s vulnerability
ingful and valuable contributor to one’s cultural concep- to an early death (e.g., Greenberg et al., 1993;
tion of reality, then reminders of mortality should Greenberg, Solomon, et al., 1992). Furthermore, experi-
encourage people (perhaps even the “Scrooges” of the mentally manipulated and naturally occurring high self-
world) to be kinder and more benevolent to others. The esteem has been shown to reduce defensive responses to
primary purpose of the two studies reported here was to reminders of death (e.g., Arndt & Greenberg, 1999;
assess this Dickensian hypothesis. Harmon-Jones et al., 1997).
The second central hypothesis derived from TMT is
TMT and Research
that if faith in the cultural worldview and self-esteem
TMT, which is derived from the writings and analysis function to protect people from anxiety about death,
of Ernest Becker (1962, 1971, 1973), posits that psycho- then reminders of this primary fear should increase peo-
logical needs are an outgrowth of the existential ple’s need for these psychological structures. To date,
dilemma that humans are thrust into from birth. Similar more than 80 studies conducted in seven different coun-
to other living organisms, human beings have an instinct tries have supported variants of this hypothesis (for a
for self-preservation and survival. Unlike other organ- review, see Greenberg et al., 1997). The bulk of these
isms, human beings possess intellectual capacities that studies have demonstrated that mortality salience
make them painfully aware that one day they will die. increases positive reactions to those who uphold or vali-
This pairing of an instinctive desire for continued life date the individual’s worldview and negative reactions to
with awareness of the inevitability of death creates the those who violate or challenge the individual’s worldview
potential for paralyzing terror. Cultural conceptions of (Greenberg et al., 1990; Greenberg, Pyszczynski, Solo-
reality evolved, in part, to provide protection against this mon, Simon, & Breus, 1994; Greenberg, Simon,
most basic of all human fears. At the most fundamental Pyszczynski, Solomon, & Chatel, 1992; Ochsmann &
level, these conceptions of reality provide people with a Mathy, 1994; Rosenblatt, Greenberg, Solomon,
sense of meaning, that life is significant and permanent Pyszczynski, & Lyon, 1989). Other research consistent
and consists of more than taking in food, expelling with the mortality salience hypothesis has shown that
waste, and temporarily clinging to survival on a clump of reminding people of death increases adherence to cul-
dirt and rock hurtling through space. From the perspec- tural norms (Greenberg, Porteus, Simon, Pyszczynski, &
tive of TMT, protection from death-related fear is pro- Solomon, 1995; Rosenblatt et al., 1989), heightens esti-
vided by a dual-component cultural anxiety buffer con- mates of social consensus for culturally relevant attitudes
sisting of (a) a cultural worldview, which provides a (Pyszczynski et al., 1996), and increases optimal distinc-
meaningful, orderly, stable conception of reality, stan- tiveness strivings (Simon et al., 1997). Mortality salience
dards, and values through which one can feel valuable, also has been shown to increase behaviors directly associ-
and a promise of death transcendence that can be either ated with self-esteem striving, such as risky driving
literal (e.g., heaven, nirvana) or symbolic (e.g., publica- among those who are highly invested in their driving
tions, artwork) for those who live up to these standards of ability (Taubman Ben-Ari, Florian, & Mikulincer, 1999),
value and (b) self-esteem, which is the belief that one is focus on bodily appearance for those who take pride in
currently living up to cultural standards. Because of the their physical appearance (Goldenberg, McCoy,
important role that these structures play in protecting Pyszczynski, Greenberg, & Solomon, 2000), and identifi-
people from existential fear, a great deal of behavior is cation with successful groups and disidentification from
aimed at sustaining these structures and defending them unsuccessful groups (e.g., Dechesne, Greenberg, Arndt,
against threats. & Schimel, 2000).
Throughout the past dozen years a substantial Although this short summary of terror management
amount of evidence has been gathered in support of findings illustrates that mortality salience affects a wide
TMT’s primary hypotheses. The first central hypothesis range of different areas in human life, one should note
derived from TMT is that self-esteem serves as a buffer that this only applies to worldview-relevant domains. For
against anxiety. A large body of evidence is consistent example, when testing the effect of the violation of cul-
1344 PERSONALITY AND SOCIAL PSYCHOLOGY BULLETIN

tural norms, Rosenblatt et al. (1989, Study 2) questioned Indeed, research shows that people generally accept
if following mortality salience participants also would these cultural prescriptions of value and maintain their
show an inclination to derogate any other person who self-esteem by living up to them. For example, research
had, however, not violated any social or cultural rule. has shown that helping can be increased by anticipated
The results revealed that although mortality salience led social approval and salient social norms (e.g., Berkowitz,
to harsher reactions to a person who violated cultural 1972; Cialdini, Kallgren, & Reno, 1991; Kallgren, Reno,
norms it did not influence the evaluation of a neutral & Cialdini, 2000; Macaulay, 1975; Moss & Page, 1972;
person (in this case, the experimenter). In addition, Satow, 1975). Other research has shown that people
Rosenblatt et al. (1989, Study 4) found that mortality repair their self-esteem after threats by engaging in help-
salience did not affect the evaluation of non-worldview- ful behavior. For example, Steele (1975) found that after
relevant positive or negative events or the monetary esti- being criticized for their poor driving ability, women
mates of different consumer products. Indeed, many were more likely to promise to help out with a commu-
normal, everyday behaviors, such as going to the bank to nity project. Similarly, Brown and Smart (1991) found
make a deposit, choosing a meal at a nice restaurant, that following a recent failure, people with high self-
driving to work in the morning, judging a work of art, or esteem rated themselves higher on traits that exempli-
going for a swim, may be unrelated to and unaffected by fied their kindness and generosity and spent more time
people’s concerns about mortality. However, if one con- helping a research assistant.
siders himself or herself to be a shrewd financier, a con- From a TMT perspective, the belief that one is living
noisseur of fine foods, a skillful driver, or a future Olym- up to the standards and values set forth by one’s cultural
pic swimmer, then such everyday behaviors take on worldview provides protection from deeply rooted fear.
deeper meaning as ways of feeling personally valuable To the extent that prosocial behaviors are valued by
and heroic within the broader culture. When such every- one’s culture and contribute to self-esteem, acting in
day thoughts and behaviors become personal avenues ways that are helpful, giving, and benevolent should
for self-esteem, mortality salience is thought to intensify serve a terror management function. However, it may be
such behaviors. that some forms of helping provide better protection
from existential concerns than others. According to
TMT and Prosocial Behavior
TMT, people develop their own individualized ways of
Despite the large amount of evidence that has accu- achieving a sense of personal value within the context of
mulated in support of TMT, the tenor of most of this the broader cultural framework. Some people try to be
work is that mortality salience increases negative reac- good Republicans, Christians, or educators, whereas
tions to those who are different and exaggerates various others gain a sense of value by constructing buildings,
forms of self-serving behavior. However, along with playing music, or practicing medicine. Thus, people find
ethnocentric biases and egotism, acts involving kindness value and significance by adhering to their own unique
and generosity toward others also should affirm people’s individualized set of standards and values that they have
faith in their cultural worldview and self-esteem. Most abstracted from the wide array of cultural values to which
people learn from early on that living up to standards of they have been exposed. In support of this point, a vari-
benevolence and concern for those who are less fortu- ety of studies have shown that the effects of mortality
nate than ourselves is honorable and highly desirable. salience depend on the content of the individual’s
For example, the Bible speaks clearly that one should worldview (e.g., Greenberg et al., 1990; Greenberg,
“love thy neighbor as thy self” through well-known para- Simon, et al., 1992; Rosenblatt et al., 1989; Simon, Arndt,
bles such as the Good Samaritan. Similarly, famous fig- Greenberg, Solomon, & Pyszczynski, 1998).
ures such as Mother Teresa and Ghandi exemplify the From a TMT perspective, then, prosocial behavior
benefits of living a humble, self-sacrificing, and benevo- that conforms to one’s personalized belief system would
lent life. Moreover, as was mentioned at the outset of this offer the best protection against existential fear. Based
article, stories such as A Christmas Carol warn us that self- on this reasoning, Study 1 was designed to test the
ishness and greed may lead to a lonely life and an early hypothesis that a subtle real-world reminder of mortality
death, whereas kindness and compassionate giving leads would increase the favorability of people’s attitudes
to happiness and may even grant postponement or tran- toward charities. Study 2 was designed to more directly
scendence of one’s death. The message transmitted by examine the helping behavior (as opposed to helping-
these historical figures, religious parables, and popular relevant attitudes) and to test the hypothesis that mortal-
stories is clear: We are good and safe if we live up to stan- ity salience would have a greater effect on donations to
dards of generosity, kindness, and unselfishness and we charities that benefited ingroup members than to chari-
are bad and in peril if we fail to live up to these standards. ties than benefited outgroup members.
Jonas et al. / THE SCROOGE EFFECT 1345

STUDY 1 TABLE 1: Means and Standard Deviations for Participants’ Ratings


of the Charities in Study 1
Following Pyszczynski et al. (1996), Study 1 was a field
Death Salience Control
study in which pedestrians walking on the street were
interviewed in front of a funeral home or several blocks M SD M SD
away from the funeral home. Their attitudes toward two How beneficial is this
different charitable organizations that they deemed charity to society? 17.31 2.96 14.73 3.91
moderately important constituted the dependent vari- How much does society
able. We predicted that mortality salient participants, need this charity? 17.37 2.70 15.80 3.62
that is, those interviewed in front of the funeral home, How desirable is this charity
to you personally? 16.06 3.29 13.40 4.12
would exhibit more favorable attitudes toward the two Favorability composite 50.75 7.60 43.93 10.68
charities than would participants interviewed away from N 16 15
the funeral home.
Method
the date, and the name of the charity they had chosen.
Participants. The participants were 17 male and 14 The experimenter then handed the participants a ques-
female pedestrians who were solicited to take part in a tionnaire asking several questions about the chosen and
short survey while walking down a street in Boulder, Col- nonchosen charity.2 These questions asked, “How bene-
orado. All of the participants were U.S. citizens. ficial is this charity to society?” “How much do you think
Procedure. Participants who were walking on a trajec- society needs this charity?” and “How desirable is this
tory that was anticipated to take them past a funeral charity to you personally?” All responses were made on a
home were randomly assigned to be interviewed by a 10-point scale (1 = not at all, 10 = very much). Once the
male interviewer either directly in front of the funeral participants completed these questions, the experi-
home or approximately three blocks (150 m) away from menter debriefed them about the true purpose of the
it. The funeral home was a brick building with a large study.
sign clearly visible to the pedestrian that read “Howe’s Results
Mortuary.” At the time the study was being conducted,
there was masonry work being done on the building near For each of the three attitude items, we collapsed par-
the sign, which drew pedestrians’ attention to the sign as ticipants’ ratings for the chosen and nonchosen chari-
they passed by. As in previous mortality salience studies ties to form a favorability score for each of the items. We
using this manipulation (Pyszczynski et al., 1996), the then performed a principal components analysis on
interviewer positioned himself so that the participants these item scores and found that each of them loaded
were forced to face the front of the building so that they heavily on a single factor (eigenvalue = 2.45). The factor
could clearly see the sign. loadings for each of the items were .92, .94, and .84,
The experimenter first asked participants if they respectively. We therefore summed these three items to
would be willing to take about 5 mins of their time to form a single composite measure of favorability toward
complete a short survey. Once they agreed, the experi- charitable organizations. A t test performed on this
menter proceeded by giving them a form with a short favorability composite yielded a significant effect of our
description of 10 different charities and told them to mortality salience treatment, t(31) = 2.06, p < .05, indicat-
rank order the charities according to which ones they ing that mortality salience increased the favorability of
thought were most important (1 = most important, 10 = participants’ attitudes toward the charitable organiza-
least important).1 Once they had completed this task, the tions. The means and standard deviations for the com-
experimenter told the participants that this survey was posite measure and the individual items are presented in
part of a research project for a class. Thus, in exchange Table 1.3
for participating, they would have $5 donated in their Discussion
name to a charity of their choice. The experimenter took
the participants’ list of charities, circled the charities par- The results support the prediction derived from
ticipants’ ranked number “3” and “4” on the list, and TMT: When interviewed in front of a funeral home, and
then said, “It just so happens that we are donating money thereby reminded of mortality, people showed a more
to these two charities—so what I need you to do now is favorable attitude toward charitable causes than when
choose which of these two charities you would like to interviewed three blocks from the mortuary. Reminded
have us donate $5 in your name.” Once the participants of mortality, people judged charitable organizations that
made their decision, the experimenter had them fill out were important to them as more beneficial to society and
a receipt that asked them to print and sign their name, more desirable to them personally and indicated that
1346 PERSONALITY AND SOCIAL PSYCHOLOGY BULLETIN

society needs those charities more. Thus, mortality Scott, 1997). There is also a good deal of evidence show-
salience leads to a more positive attitude toward organi- ing ingroup bias in helping behavior. For example,
zations perceived to serve an important function in our Brown (1978) showed that people donate more money
society and to help others in need. According to TMT, to ingroup than outgroup causes and Gaertner, Dovidio,
cultural conceptions of reality serve to protect people and Johnson (1982) showed that Whites are less likely to
from the fear of absolute annihilation. Therefore, when help Blacks than fellow Whites when their behavior is
reminded of death, cultural norms should become more not easily identifiable. In a study on charitable giving
important to people and cultural values should become among American Jews, it was found that the participants
more valued. The findings of Study 1 extend previous gave a median amount of $175 per year to Jewish chari-
findings that mortality salience increases rewards recom- ties versus $75 to non-Jewish charities (Rimor & Tobin,
mended for a hero and punishment recommended for a 1990). Similarly, members of Black American churches
moral transgressor (Florian & Mikulincer, 1997; donate more to Black charities and organizations not
Ochsmann & Reichelt, 1994; Rosenblatt et al., 1989) by connected to their church than to non-Black charities
showing a similar effect of mortality salience on the value (Carson, 1990). These findings suggest that people pri-
people place on charitable organizations. Similar to marily value helping fellow ingroup members in need;
Dickens’s Mr. Scrooge, people who were reminded of therefore, we would expect mortality salience to increase
their mortality by standing in front of a funeral home helping for those within one’s own culture.
came to view charitable giving in a more favorable light.
It is important, however, to determine whether this STUDY 2
increase in favorable attitudes toward charities extends
to people’s actual charitable behavior. It is one thing to To test this hypothesis, we conducted an experiment
say that charities are important and quite another to in which participants were reminded of their own death
behave in accordance with such attitudes. To see if peo- or an aversive control topic (i.e., dental pain). After the
ple would put their money where their mouth is, Study 2 experiment ostensibly was over, we asked them whether
assessed whether people would donate more money to they would be willing to support specific charitable orga-
charitable organizations after being reminded of nizations the university was sponsoring by donating
mortality. money. All participants got a brochure in which one
When we consider why people become more favor- American and one international charity organization
able toward charities when reminded of their mortality, were described. If mortality salience generally increases
two possibilities emerge. Presumably, following death willingness to help, we would expect a main effect: Par-
salience, people try to live up to cultural standards of ticipants in the mortality salience condition would give
helping as a means of upholding the moral principles of more money to charities than participants in the control
their cultural worldview. As we know from other condition would give. On the other hand, if mortality
research, people who are religious donate more money salience only increases the willingness to give money to
to charitable causes, partly because of the belief that it charities that support one’s own culture then we would
will lead to heavenly rewards and that this is part of one’s expect an interaction: Participants in the mortality
religious duty (Myers, 1992). Other people are moti- salience condition would donate more money to the
vated by more abstract moral principles of fairness or jus- American charity than participants in the control condi-
tice and concern with longer term changes in society tion, whereas mortality salience would have little or no
(Radley & Kennedy, 1992). Both of these reasons for val- effect on donations to international charities.
uing giving suggest that there is a connection between Method
donating money to charities and feeling that one is a
good person and a valuable member of society. Thus, Participants and design. Twenty-seven introductory psy-
mortality salience may increase people’s general motiva- chology students (18 women and 9 men) from the Uni-
tion to help others because doing so increases their per- versity of Arizona participated in this experiment for par-
ceptions that they are living up to their culturally derived tial course credit. Three participants were dropped for
principles of “goodness” and morality. suspicion after indicating that they thought the experi-
However, we think that mortality salience would be ment was concerned with whether people would donate
most likely to increase people’s motivation to help mem- money to charities. Two participants were dropped from
bers of their ingroup. Many previous studies have shown the analysis because they were foreign students. Partici-
that mortality salience increases ingroup favoritism pants were run in groups ranging in size from 3 to 5 and
(e.g., Greenberg et al., 1990; Harmon-Jones, Greenberg, were randomly assigned to conditions in a 2 (mortality
Solomon, & Simon, 1996; Nelson, Moore, Olivetti, & salience: death vs. dental pain) × 2 (charity: American vs.
Jonas et al. / THE SCROOGE EFFECT 1347

international) factorial design with charity treated as a in the last few weeks, the Psychology Department had
repeated-measures variable. agreed to work with the university to help raise money
for some different charities. There were two specific
Procedure. After arriving to the experimental session, charities that the university was sponsoring. The bro-
the experimenter told the participants that the study was chure would tell them about each of these organizations.
concerned with how different personality measures were If they wanted to donate anything there were some enve-
related and that they would complete a short packet of
lopes on which the names of the charities were written
personality measures. Before the experiment started
and they could just put the money in the envelope of the
they were given $1.50, ostensibly for participating in this
charity to which they wanted to donate and then drop
study. The reason for this ploy was to make sure all partic-
the envelope in a box on the floor. She emphasized that
ipants would have at least a small amount of money to
it was totally up to them whether they wanted to make a
donate to the charities they would learn about later in
contribution and that the contents of the envelope
the study. The participants were told that the current
would be completely anonymous. Then she closed the
study was sponsored by the National Science Foundation
door of the cubicle and gave them privacy while they
(NSF), which was in fact true, and that therefore we were
read the brochure.
required by the NSF to pay them for their participation
The brochure was titled “Support Charities as a Mem-
in the study (which of course was not true). The experi-
ber of the University of Arizona Community” and started
menter told participants that we were not able to give
them a lot of money but at least we could afford a little by emphasizing that “the support of charitable organiza-
sum for each person. She explained further that “to tions was a cornerstone of American culture and that the
make the distribution as fair as possible—across all the University of Arizona itself couldn’t succeed without the
studies—we have decided to give them one quarter for support of the community.” The brochure went on to say
each page they filled out.” Because there were six pages that the university wanted to take part in the tradition of
in the packet, in addition to receiving credits for their supporting a variety of charitable causes and thereby giv-
psychology class, the participants also received six quar- ing back to the community. It was further explained that
ters. The experimenter explained that she wanted to the university was asking its employees and students to
give them the money before the experiment started so donate money “to some organizations that were
that it would not take time at the end. strengthening our society by improving education and
Participants were then ushered into individual cubi- helping young families, causes close to the heart of every
cles to ensure their privacy, where they filled out the per- university community.” Finally, it was emphasized that
sonality questionnaires. First, they received a filler mea- every little amount would help, no matter how small.
sure and then a mortality salience or control treatment, Then, two specific charity organizations were described:
which was titled “The Projective Life Attitudes Assess- one American and one international organization.
ment.” The mortality salience treatment consisted of From the description, it was clear that the American
having participants respond to two open-ended ques- organization helped people in the United States and
tions: “Please briefly describe the emotions that the that the international organizations helped people out-
thought of your own death arouses in you” and “Jot side of the United States. To avoid making this differenti-
down, as specifically as you can, what you think will hap- ation too obvious, we chose two different charity areas:
pen to you as you physically die and once you are physi- one about education and one about house building; the
cally dead.” In the control condition, we asked the same goal in both areas was to help people in under-resourced
questions with regard to dental pain. The experimenter regions. The two organizations we included in the bro-
was blind to these manipulations. Participants then chure were real charities. We made two different coun-
responded to two filler questionnaires consisting of one terbalanced versions of the brochures such that one bro-
mood assessment (the PANAS-X) (Watson, Clark, & chure included an American education charity and an
Tellegen, 1988) and a filler questionnaire about partici- international house-building charity, whereas the other
pants’ sleeping and waking patterns to constitute a delay included an international education charity and an
between the mortality salience manipulation and the American house-building charity. Each one of the two
dependent measure (cf. Greenberg et al., 1994). envelopes we gave to the participants together with the
After participants finished all of the questionnaires, brochure had the name of the corresponding organiza-
the experimenter went into each cubicle and gave them tion on it.
a brochure and two envelopes. The experimenter went After the participants finished reading the brochure
on to explain that it might take a little longer until every- and decided whether they wanted to donate money, they
one was finished so while they were waiting she was won- were debriefed. Because we had to tell them that the
dering if they could read a brochure. She explained that request of donating money was part of the experiment
1348 PERSONALITY AND SOCIAL PSYCHOLOGY BULLETIN

and did not come from the university, they were offered TABLE 2: Means and Standard Deviations for the Absolute and
Transformed Amount of Money Donated in Study 2
the opportunity to get their money back in case they
wanted to, but none of the participants retracted their Salience
donation. When all of the data for the study was col- Death Dental Pain
lected, we donated the participants’ money to the appro- Charity Organization M SD M SD
priate charities.
Absolute amount
Results American charity $1.44 $1.38 $0.30 $0.38
International charity $0.88 $1.47 $0.49 $0.44
Money donated. Our dependent measure was the Transformed amount
amount of money participants donated to the different American charity $1.03 $0.64 $0.38 $0.41
charities. We first performed a 2 (mortality salience: International charity $0.63 $0.72 $0.57 $0.42
death vs. dental pain) × 2 (charity: American vs. interna- N 11 11
tional) × 2 (version: house building vs. education)
ANOVA on the amount of money participants donated
to see if the different versions interacted with the other
conditions. The three-way interaction was not signifi- participants experienced more surprise in the dental
cant, F(1, 18) < 1.78, suggesting that the different ver- pain condition. To assess whether feelings of surprise
sions did not interfere with our results.4 We therefore mediated our results, we conducted a 2 (mortality
collapsed the money donated to the American versus salience) × 2 (charity) analysis of covariance (ANCOVA)
international organizations across the two types of chari- using surprise as the covariate. This analysis revealed a
ties (education vs. house building). We then submitted significant Mortality Salience × Charity interaction, indi-
this measure to a 2 (mortality salience) × 2 (charity) cating that surprise did not mediate our results. t tests
ANOVA with charity treated as a repeated-measures vari- performed on the remaining subscales of the PANAS-X,
able. However, an analysis of the distribution of partici- including positive and negative affect, revealed no signif-
pants’ donations within each condition revealed that icant differences (all ts < 1.31).
this measure did not meet the assumption of homogene-
ity of variance for ANOVA. We therefore performed a Discussion
square-root transformation on the amount of money The findings of Study 2 clearly illustrate the impact
participants donated and then submitted this measure that mortality salience has on prosocial behavior by dem-
to the ANOVA. This analysis yielded no significant main onstrating that mortality salience increased the amount
effect for mortality salience, F(1, 20) = 2.76, p > .11, or of money people contributed to charitable organiza-
charities, F(1, 20) < 1. However, there was a significant tions. Moreover, Study 2 served to specify the conditions
Mortality Salience × Charity interaction, F(1, 20) = 7.06, under which prosocial behavior occurred: After mortal-
p < .02. ity salience, people donated more money to charities
Pairwise comparisons supported the prediction that that supported projects in America but did not increase
participants in the mortality salience condition gave giving to international projects. These results suggest
more money to the American charities than would par that mortality salience does not simply motivate people
ticipants in the control condition, t(20) = 4.08, p < .001. to behave according to a general norm of universal help-
In contrast, mortality salience had no significant effect ing. Rather, when people are particularly concerned
on the amount of money donated to the international with defending against the thought of their own death,
charities, t(20) < 1. Looked at differently, within the mor- they showed a strong bias toward charitable causes that
tality salience conditions, mortality salience led to higher promote their own culture.
donations to the American as opposed to the interna- This is consistent with findings of previous terror
tional charities, t(20) = 2.52, p < .03, whereas within the management research showing that following remind-
dental pain salience condition, there was no significant ers of mortality, people respond especially favorably
difference in donation to the American as opposed to toward people and ideas that support their cultural affili-
the international charities, t(20) = 1.19, p > .20 (cell ations (Greenberg et al., 1990; Rosenblatt et al., 1989).
means and standard deviations of the transformed and Thus, in a sense, our results can be viewed as another
nontransformed data are presented in Table 2). manifestation of the tendency for mortality salience to
Affect. To assess whether the mortality salience treat- lead to favoritism toward one’s own culture. However, all
ment affected participants’ mood, we performed t tests of the prior evidence of increased positive responses
on the various subscales of the PANAS-X (Watson et al., after mortality salience has assessed self-reported atti-
1988). There was only a marginal effect of mortality tudes and intentions; the finding of increased monetary
salience on surprise t(20) = 2.05, p < .06, indicating that contributions to American charities constitutes the first
Jonas et al. / THE SCROOGE EFFECT 1349

evidence of a positive behavioral effect of mortality the positive impact that terror management concerns
salience, and one involving personal costs to the can have on human behavior. TMT studies so far have
participants. predominantly focused on negative implications of mor-
tality salience, such as increased prejudice (e.g.,
GENERAL DISCUSSION Greenberg et al., 1990), aggression (McGregor et al.,
1998), or racism (Greenberg et al., 2001). Although
Two studies supported the idea that terror manage- there are some studies that also indicate positive effects
ment concerns can contribute to prosocial inclinations. following mortality salience, such as increased liking and
Study 1 demonstrated that reminding people of death rewards for those who support one’s worldview or
leads to a more favorable attitude toward charities. uphold cultural standards (see, e.g., Rosenblatt et al.,
Study 2 found that mortality salience increased actual 1989), these results were usually accompanied by an
prosocial behavior in terms of giving more money to increased disliking of those who represent a different
charity organizations, but this only occurred with chari- culture (e.g., Greenberg et al., 1990). In contrast to this
ties that benefit one’s own culture. Mortality salience prior research, the present Study 2 showed that although
had no effect on giving when the beneficiaries of this mortality salience only increased participants’ willing-
kindness were not members of one’s ingroup. Thus, ness to give more money to charities of their own culture,
Study 2 supported the culture-specific hypothesis con- this was not accompanied by lessened donations to chari-
cerning the effects of mortality salience on helping. Just ties that help foreign cultures. For international chari-
as Ebenezer Scrooge responded to a dramatic confronta- ties, there was simply no difference between participants
tion with his mortality by helping his employees, their in the mortality salience and the control condition.
families, and other members of his community, so too We believe that by demonstrating positive effects of
did participants in Study 2 respond to an admittedly less mortality salience, this work provides an initial step
dramatic reminder of their mortality by giving more to toward an important new direction for terror manage-
ingroup charities, helping those in their own culture. ment research. Although most prior writing and
Whereas Study 1 showed the effect of mortality research on terror management has focused on defen-
salience on attitudes toward charities in the context of a sive responses, people in their everyday lives spend con-
field study in which people were interviewed either in siderable energy bolstering their faiths in their beliefs
front of or several blocks away from a funeral home, and their sense of self-worth through a wide variety of
Study 2 was conducted under the controlled conditions good works. Indeed, theorists have suggested that rais-
of the laboratory, comparing the effects of filling out a ing and passing on values to children; personal produc-
questionnaire about death-related issues to a control tivity, such as artistic, scientific, and technological
group in which participants were reminded of a non- achievements; passing on one’s knowledge and skills
death-related aversive topic (dental pain). The converg- through teaching; and contributions to charities and
ing findings across two very different operationalizations political and social causes are all positive ways in which
of mortality salience strongly implicate death-related people can achieve and sustain a sense of death transcen-
thoughts in these effects, particularly in conjunction dence (e.g., Adler, 1930; Erickson, 1950/1963; Lifton,
with a large body of other research utilizing these and 1983; McAdams & de St. Aubin, 1992; Peterson & Stew-
other operationalizations and control conditions (see, art, 1993; Rank, 1932/1989). Perhaps this function of
e.g., Greenberg et al., 1997; Greenberg, Schimel, Mar- altruistic acts helps explain why prosocial behavior is val-
tens, Solomon, & Pyszczynski, 2001). ued in all cultures and prescribed so strongly in all the
The Contribution to the Terror major religions of the world. More empirical work on
Management Literature such approach-oriented responses to the knowledge of
our mortality is sorely needed.
This research provides evidence of mortality salience
On the ubiquity of mortality salience effects. Before consid-
affecting yet another type of human behavior: prosocial
ering the implications of this research for prosocial
action. In doing so, the present findings also add to a
behavior, we think a legitimate question needs to be
small but growing body of evidence of behavioral effects
addressed.5 Now that mortality salience effects have
of mortality salience (Greenberg et al., 1995; McGregor
been found for prosocial as well as antisocial actions, is
et al., 1998; Ochsmann & Mathy, 1994; Taubman Ben-Ari
there anything mortality salience does not affect? In
et al., 1999). These studies highlight the role terror man-
other words, does mortality salience simply intensify all
agement concerns play not only in people’s attitudes but
cognitive and behavioral propensities? The theory and
also in how they actually behave in various situations.
research does suggest that mortality concerns can affect
Positive effects of mortality salience. In addition, our a wide range of behaviors, but they also provide a clear
results expand on current TMT research by emphasizing answer to this question: no. Theoretically, mortality
1350 PERSONALITY AND SOCIAL PSYCHOLOGY BULLETIN

salience should only intensify attitudes, judgments, and Americans (Harmon-Jones et al., 1997), (b) self-percep-
behaviors that serve to bolster one’s worldview and self- tions associated with a long life expectancy (Greenberg
esteem, and a large body of research strongly supports et al., 1993), (c) driving style in participants for whom
this answer. driving ability is self-relevant (Taubman Ben-Ari et al.,
Certainly, a very wide range of attitudes, judgments, 1999), and (d) punitive reactions to moral transgressors
and behaviors can potentially serve to bolster aspects of (Mikulincer & Florian, 2000).
an individual’s worldview and one’s self-worth. However, A final counterpoint to the idea that mortality
the theory suggests two broad sets of conditions under salience is simply an intensifier of people’s tendencies is
which mortality salience should not affect cognition and evidence that mortality salience leads to preferences that
behavior. The first is when the cognitions and behaviors are not evident or actually in the opposite direction in
simply are not relevant to bolstering the individual’s the non-mortality-salient control conditions. For exam-
worldview or self-worth. The first evidence for this point ple, mortality salience has been shown to reverse the
was obtained in the first set of mortality salience studies. direction of (a) Christians’ responses to fellow Christian
Rosenblatt et al. (1989) found that whereas mortality and Jewish students (Greenberg et al., 1990), (b)
salience increased punitive responses toward a prosti- Whites’ preferences for stereotypic and counterstereo-
tute and rewards for a hero, it did not intensify liking for typic African Americans (Schimel et al., 1999), (c)
the experimenter or ratings of worldview-irrelevant posi- Whites’ reactions to individuals who express White ver-
tive and negative events. sus Black racial pride (Greenberg et al., 2001), (d) guilt
A wide variety of studies since then also have shown and social projection in response to creative versus
that whether mortality salience affects cognitions and noncreative action (Arndt, Greenberg, Solomon,
behaviors depends very much on individual and situa- Pyszczynski, & Schimel, 1999), and (e) in the present
tional factors that make particular judgments and Study 2, contributions to American versus foreign chari-
actions either relevant or irrelevant to the individual’s ties. What these findings may indicate is that when peo-
worldview or self-worth. A list of study findings that, in ple are not particularly concerned about maintaining
the context of theoretically specified significant interac- faith in their worldview and self-esteem, cognitive factors
tions, demonstrate cognitions and behaviors not such as rational information processing or situational
affected by mortality salience includes evidence that factors that are worldview irrelevant may guide behavior.
mortality salience does not affect (a) problem-solving However, when people are mortality salient, they
behavior, unless the problems required inappropriate respond in a manner that is worldview affirming and self-
use of cultural icons to be solved (Greenberg et al., esteem bolstering.
1995); (b) Whites’ liking for a neutrally presented Afri-
can American (Schimel et al., 1999); (c) low neurotics’ Implications Regarding Prosocial Action
ratings of the appeal of physical sex (Goldenberg et al.,
From a practical perspective, these two studies suggest
2000); (d) the reactions to a different other of partici-
that people’s terror management concerns might be
pants who highly valued tolerance or for whom toler-
able to produce prosocial effects on a societal level, for
ance has been made salient (Greenberg, Simon, et al.,
example, by increasing the amount of money donated to
1992); (e) ratings of romantic partners and relationships
charitable causes when the request is presented in the
in insecurely attached individuals (Mikulincer &
context of death reminders. Similar effects might be
Florian, 2000); (f) driving style of participants for whom
obtained with regard to public service advertisements or
driving ability is irrelevant to self-worth (Taubman Ben-
blood drives.
Ari et al., 1999); (g) ratings of a critic of one’s group
This research also may have implications for thinking
when ingroup identification is considered permeable
about the influence of cultural organizations and institu-
and identification with a criticized group when identifi-
tions on human behavior. Study 2 demonstrates the
cation is considered impermeable (Dechesne, Janssen, &
effect mortality salience has on support of different char-
van Knippenberg, 2000); and (h) psychological distanc-
itable institutions, pointing to the important role that
ing from a Hispanic person by White participants
cultural institutions may play in connecting values with
(Arndt, Greenberg, Schimel, Pyszczynski, & Solomon,
behavior. Following mortality salience, people did not
2002).
donate more money in general; they gave more only to
The second set of conditions under which mortality
charities of their own American culture but not to chari-
salience is predicted to have no effects is when terror
ties helping foreign cultures. This suggests that mortality
management structures are very strong, such as when
salient participants may have followed the American
self-worth is dispositionally high or situationally boosted.
norm of supporting American charities and, as a result,
For example, under such conditions, mortality salience
helped poor people in their own country rather than
has been shown not to affect (a) pro-American bias in
poor people in foreign countries. Given prior helping
Jonas et al. / THE SCROOGE EFFECT 1351

research (e.g., Brown, 1978; Carson, 1990; Gaertner nection to the person or group being helped, if, as Dick-
et al., 1982; Rimor & Tobin, 1990), it is likely that Ameri- ens’s story and this research suggest, the heightened
cans primarily value helping those “at home.” Indeed, awareness of one’s own mortality can encourage the
subsequent to Study 2, at the end of a class midterm, we “Scrooges” of the world to become kinder to at least
asked a small sample from the same population “How some of the “Tiny Tims,” should we quibble over the ori-
important do you think charities for poor people in for- gins of such transformations?
eign countries are?” followed by the same question refer-
ring to people in the United States. On a 4-point scale NOTES
from not at all important to of great importance, the partici-
1. The 10 charities used in Study 1 were as follows: Partnership for a
pants rated charities for American poor people signifi- Drug-Free America, Association for Retarded Citizens, Acid Rain
cantly higher in importance than charities for foreign Foundation, National Alliance to End Homelessness, American Soci-
poor people, t(24) = 2.32, p < .02, means of M = 3.40 and ety for the Prevention of Cruelty to Animals, Congress on Racial Equal-
ity, Albert Einstein Peace Prize Foundation, Keep America Beautiful,
M = 3.08, respectively. Thus, although American stu- American Foundation for Aging Research (AFAR), and the National
dents in our sample did not view helping needy foreign- Child Safety Council.
ers as unimportant, they viewed helping Americans as 2. A second hypothesis also was explored in this first study. We were
initially interested in whether mortality salience would affect prefer-
more important, suggesting that this value is more cen- ences for the chosen versus nonchosen charity. This hypothesis was
tral to their worldviews. The results of Study 2 can thus be derived from cognitive dissonance research showing that after people
viewed as further evidence that mortality salience make an important decision between two closely valued alternatives,
the chosen alternative will be highly favored over the nonchosen alter-
encourages behaviors most strongly prescribed by the native. There was no support for this spreading of choice alternatives,
individual’s worldview. either with or without mortality salience, thus, the classical free choice
dissonance effect was not replicated, which rendered our attempted
The results of Study 2 also can be taken as consistent test of the terror management variation on it ambiguous. Therefore,
with the strong connection between mortality salience this unsupported hypothesis is not discussed further.
and the affiliation to one’s own culture emphasized by 3. We also performed t tests on the individual item composites. This
analysis revealed a significant effect of mortality salience for the first
TMT. Because culture is the ultimate vehicle for sustain- and third item composite (i.e., “How beneficial is this charity to soci-
ing a sense of death transcendence, and charity organi- ety” and “How desirable is this charity to you personally”), t(31) = 2.08,
zations help to ensure the preservation of one’s culture, p < .05 and t(31) = 1.99, p < .06. A t test performed on the second item
(i.e., “How much does society need this charity”) revealed the same
supporting one’s culture’s own causes might serve a pro- pattern as the one with the other two items but was not statistically sig-
tective function against the human fear of death and nificant, t(31) = 1.38, p < .19.
annihilation. Of course, given the results of our small 4. We also performed a three-way (Mortality Salience × Charity × Gen-
der) ANOVA that yielded no significant effects with regard to gender
survey and the fact that some Americans do give to inter- (all Fs < 1.78). Therefore, gender will not be discussed further.
national charities such as CARE, at least some Americans 5. We would like to thank an anonymous reviewer for bringing this
do highly value helping those from other countries. issue to our attention.
Therefore, we would not rule out the possibility that for
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