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Solidarity or solidarism is an awareness of shared interests, objectives, standards, and sympathies creating a psychological sense of unity of groups or classes. True solidarity means moving beyond individual identities and single issue politics. Still, solidarity does not reject
individual An individual is one that exists as a distinct entity. Individuality (or self-hood) is the state or quality of living as an individual; particularly (in the case of humans) as a person unique from other people and possessing one's own needs or g ...
s and sees individuals as the basis of
society A society () is a group of individuals involved in persistent social interaction or a large social group sharing the same spatial or social territory, typically subject to the same political authority and dominant cultural expectations. ...
. It refers to the ties in a society that bind people together as one. The term is generally employed in
sociology Sociology is the scientific study of human society that focuses on society, human social behavior, patterns of Interpersonal ties, social relationships, social interaction, and aspects of culture associated with everyday life. The term sociol ...
and the other
social sciences Social science (often rendered in the plural as the social sciences) is one of the branches of science, devoted to the study of society, societies and the Social relation, relationships among members within those societies. The term was former ...
, as well as in
philosophy Philosophy ('love of wisdom' in Ancient Greek) is a systematic study of general and fundamental questions concerning topics like existence, reason, knowledge, Value (ethics and social sciences), value, mind, and language. It is a rational an ...
and
bioethics Bioethics is both a field of study and professional practice, interested in ethical issues related to health (primarily focused on the human, but also increasingly includes animal ethics), including those emerging from advances in biology, me ...
. It is a significant concept in
Catholic social teaching Catholic social teaching (CST) is an area of Catholic doctrine which is concerned with human dignity and the common good in society. It addresses oppression, the role of the state, subsidiarity, social organization, social justice, and w ...
and in
Christian democratic Christian democracy is an ideology inspired by Christian social teaching to respond to the challenges of contemporary society and politics. Christian democracy has drawn mainly from Catholic social teaching and neo-scholasticism, as well ...
political ideology. Although closely related to the concept of
charity Charity may refer to: Common meanings * Charitable organization or charity, a non-profit organization whose primary objectives are philanthropy and social well-being of persons * Charity (practice), the practice of being benevolent, giving and sha ...
, solidarity aspires to change whole systems, not merely to help individuals. Solidarity is also one of six principles of the
Charter of Fundamental Rights of the European Union The Charter of Fundamental Rights of the European Union (CFR) enshrines certain political, social, and economic rights for European Union (EU) citizens and residents into EU law. It was drafted by the European Convention and solemnly procla ...
, and
International Human Solidarity Day International Human Solidarity Day (IHSD), observed on December 20, is an international annual unity day of the United Nations and its member states. Its main goal is to recognize the universal value of solidarity by making member states aware ...
is recognized each year on December 20 as an
international observance Lists of holidays by various categorizations. Religious holidays Abrahamic holidays (Middle Eastern) Christian holidays *Christmas (Nativity of Jesus, Nativity of Jesus Christ, the beginning of Christmastide) *Solemnity of Mary, Mother ...
. Solidarity is not mentioned in the
European Convention on Human Rights The European Convention on Human Rights (ECHR; formally the Convention for the Protection of Human Rights and Fundamental Freedoms) is a Supranational law, supranational convention to protect human rights and political freedoms in Europe. Draf ...
nor in the United Nations'
Universal Declaration of Human Rights The Universal Declaration of Human Rights (UDHR) is an international document adopted by the United Nations General Assembly that enshrines the Human rights, rights and freedoms of all human beings. Drafted by a UN Drafting of the Universal D ...
and therefore has lesser legal meaning when compared to basic rights. Concepts of solidarity are mentioned in the Universal Declaration on Bioethics and Human Rights, but not defined clearly. As biotechnology and biomedical enhancement research and production increase, the need for a distinct definition of solidarity within healthcare system frameworks will be important.


History


Socialisation of the concept

The terms solidaire and solidairement already appeared in French legal language in the 16th century. They are related to the Roman legal concept in solidum, which was derived from the
Latin Latin ( or ) is a classical language belonging to the Italic languages, Italic branch of the Indo-European languages. Latin was originally spoken by the Latins (Italic tribe), Latins in Latium (now known as Lazio), the lower Tiber area aroun ...
word solidus, meaning "on behalf of the whole". In the
Napoleonic code The Napoleonic Code (), officially the Civil Code of the French (; simply referred to as ), is the French civil code established during the French Consulate in 1804 and still in force in France, although heavily and frequently amended since i ...
, solidarity meant the joint liability of debtors towards a common creditor and was not a primary legal principle.Jussi Vanamo 1997. Durkheimilainen sosiologia ja vuosisadanvaihteen radikalismi
University of Helsinki, Faculty of Political Science, doctoral dissertation
Conservatism Conservatism is a Philosophy of culture, cultural, Social philosophy, social, and political philosophy and ideology that seeks to promote and preserve traditional institutions, Convention (norm), customs, and Value (ethics and social science ...
, following the French Revolution, introduced the concept of "solidarity", which was detached from the
legal system A legal system is a set of legal norms and institutions and processes by which those norms are applied, often within a particular jurisdiction or community. It may also be referred to as a legal order. The comparative study of legal systems is th ...
, as a
reaction Reaction may refer to a process or to a response to an action, event, or exposure. Physics and chemistry *Chemical reaction *Nuclear reaction *Reaction (physics), as defined by Newton's third law * Chain reaction (disambiguation) Biology and ...
against rapid
social change Social change is the alteration of the social order of a society which may include changes in social institutions, social behaviours or social relations. Sustained at a larger scale, it may lead to social transformation or societal transformat ...
and as a longing for a stable society. During the
July Monarchy The July Monarchy (), officially the ''Kingdom of France'' (), was a liberalism, liberal constitutional monarchy in France under , starting on 9 August 1830, after the revolutionary victory of the July Revolution of 1830, and ending 26 Februar ...
,
Pierre Leroux Pierre Henri Leroux (; 7 April 1797 – 12 April 1871) was a French philosopher and political economy, political economist. He was born at Bercy, now a part of Paris, France, Paris, the son of an artisan. Life His education was interrupted by ...
, a utopian socialist who is also said to have coined the term
socialism Socialism is an economic ideology, economic and political philosophy encompassing diverse Economic system, economic and social systems characterised by social ownership of the means of production, as opposed to private ownership. It describes ...
, also introduced the concept of non-legal solidarity.
Auguste Comte Isidore Auguste Marie François Xavier Comte (; ; 19 January 1798 – 5 September 1857) was a French philosopher, mathematician and writer who formulated the doctrine of positivism. He is often regarded as the first philosopher of science in the ...
, the so-called founder of
sociology Sociology is the scientific study of human society that focuses on society, human social behavior, patterns of Interpersonal ties, social relationships, social interaction, and aspects of culture associated with everyday life. The term sociol ...
, adopted the concept in the sense of social interdependence between people. Comte linked solidarity to the concept of
altruism Altruism is the concern for the well-being of others, independently of personal benefit or reciprocity. The word ''altruism'' was popularised (and possibly coined) by the French philosopher Auguste Comte in French, as , for an antonym of egoi ...
as the opposite of
egoism Egoism is a philosophy concerned with the role of the self, or , as the motivation and goal of one's own action. Different theories of egoism encompass a range of disparate ideas and can generally be categorized into descriptive or normativ ...
. Instead of emphasising the
individual An individual is one that exists as a distinct entity. Individuality (or self-hood) is the state or quality of living as an individual; particularly (in the case of humans) as a person unique from other people and possessing one's own needs or g ...
, altruism emphasises common responsibility and solidarity. The interpretations of Pierre Leroux and Auguste Comte gave rise to the idea of a specific social solidarity as the basis of the
social order The term social order can be used in two senses: In the first sense, it refers to a particular system of social structures and institutions. Examples are the ancient, the feudal, and the capitalist social order. In the second sense, social orde ...
.Jyri Liukko 2008. François Ewald, vakuutus ja solidaarisuuden liberaali kohtalo. Science and Progress 1/2008
()
After the French Revolution, new scientific and ideological interpretations of solidarity emerged in France. The concept took on sociological, economic, legal, and political variants. Thinkers with different emphases shaped the meaning of the concept of solidarity to suit their own purposes. The Paris Communards, for example, exchanged the revolutionary slogan of "
fraternity A fraternity (; whence, "wikt:brotherhood, brotherhood") or fraternal organization is an organization, society, club (organization), club or fraternal order traditionally of men but also women associated together for various religious or secular ...
" for "solidarity". Some French liberal economists also began to use the term "solidarity", but they changed its meaning in an individualistic direction. Liberalists argued that interdependence between people meant that people also had to take responsibility for their actions without the state intervening. Charles Gide, an economist who opposed liberalism, developed his own interpretation of the concept and even proposed solidarity as the name of a new school of economics. Through these stages, by the turn of the 20th century, solidarity had become a generic term that could be associated with almost everything that was considered good and
progress Progress is movement towards a perceived refined, improved, or otherwise desired state. It is central to the philosophy of progressivism, which interprets progress as the set of advancements in technology, science, and social organization effic ...
ive. The Paris World Fair in 1900 was accompanied by a congress on "social education and the new solidarity". The
Catholic Church The Catholic Church (), also known as the Roman Catholic Church, is the List of Christian denominations by number of members, largest Christian church, with 1.27 to 1.41 billion baptized Catholics Catholic Church by country, worldwid ...
also began to use the popular concept of solidarity. According to sociologist
Steven Lukes Steven Michael Lukes (born 8 March 1941) is a British political and social theorist. Currently he is a professor of politics and sociology at New York University. He was formerly a professor at the University of Siena, the European University ...
, solidarity played a role in France at the time that was almost as strong and influential as individualism did in the
United States The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic of 50 U.S. state, states and a federal capital district, Washington, D.C. The 48 ...
at the same time.


Émile Durkheim

According to
Émile Durkheim David Émile Durkheim (; or ; 15 April 1858 – 15 November 1917) was a French Sociology, sociologist. Durkheim formally established the academic discipline of sociology and is commonly cited as one of the principal architects of modern soci ...
, the types of social solidarity correlate with types of society. Durkheim introduced the terms ''mechanical'' and ''organic solidarity'' as part of his theory of the development of societies in ''
The Division of Labour in Society ''The Division of Labour in Society'' () is the doctoral dissertation of the French sociologist Émile Durkheim, published in 1893. It was influential in advancing sociological theories and thought, with ideas which in turn were influenced by Aug ...
'' (1893). In a society exhibiting mechanical solidarity, its cohesion and integration comes from the homogeneity of individuals—people feel connected through similar work, educational and religious training, and lifestyle. Mechanical solidarity normally operates in traditional small-scale societies. In
tribal The term tribe is used in many different contexts to refer to a category of human social group. The predominant worldwide use of the term in English is in the discipline of anthropology. The definition is contested, in part due to conflict ...
society, solidarity is usually based on
kinship In anthropology, kinship is the web of social relationships that form an important part of the lives of all humans in all societies, although its exact meanings even within this discipline are often debated. Anthropologist Robin Fox says that ...
ties of familial networks. Organic solidarity comes from the interdependence that arises from specialization of work and the complementarities between people—a development which occurs in modern and industrial societies. Although individuals perform different tasks and often have different values and interests, the order and solidarity of society depends on their reliance on each other to perform their specified tasks. "Organic" refers to the interdependence of the component parts, and thus social solidarity is maintained in more complex societies through the interdependence of its component parts (e.g., farmers produce the food to feed the factory workers who produce the tractors that allow the farmer to produce the food).


Léon Bourgeois

Although the concept of solidarity had already been used in the
labor movement The labour movement is the collective organisation of working people to further their shared political and economic interests. It consists of the trade union or labour union movement, as well as political parties of labour. It can be considere ...
in the mid-19th century, it was only the liberal republicans who brought solidarity into the mainstream of French political debate. In 1896, Léon Bourgeois published his book ''Solidarité'', which introduced the concept of solidarity into political language. Bourgeois's solidarity was based primarily on the interdependence between people, a double-edged sword that produced both security and threats. However, it was also based on the idea of social debt. According to Bourgeois, man owes society the technical and
intellectual capital Intellectual capital is the result of mental processes that form a set of intangible objects that can be used in economic activity and bring income to its owner (organization), covering the competencies of its people (human capital), the value relat ...
that social development has produced for him. Bourgeois also introduced the term solidarism to describe a
political ideology An ideology is a set of beliefs or values attributed to a person or group of persons, especially those held for reasons that are not purely about belief in certain knowledge, in which "practical elements are as prominent as theoretical ones". Form ...
based on solidarity. Solidarism was a precise and clear structure of ideas which radicalism was also able to assimilate, and it came to regard it as its own ideological expression. After the turn of the century, Bourgeois solidarism came to be regarded almost as an official idea of the Third Republic. His solidarism combined elements of Durkheim's theory of solidarity with the theories of
Louis Pasteur Louis Pasteur (, ; 27 December 1822 – 28 September 1895) was a French chemist, pharmacist, and microbiologist renowned for his discoveries of the principles of vaccination, Fermentation, microbial fermentation, and pasteurization, the la ...
and
Charles Darwin Charles Robert Darwin ( ; 12 February 1809 – 19 April 1882) was an English Natural history#Before 1900, naturalist, geologist, and biologist, widely known for his contributions to evolutionary biology. His proposition that all speci ...
, and constituted an alternative to the confrontation between
classical liberalism Classical liberalism is a political tradition and a branch of liberalism that advocates free market and laissez-faire economics and civil liberties under the rule of law, with special emphasis on individual autonomy, limited governmen ...
and workers
collectivism In sociology, a social organization is a pattern of relationships between and among individuals and groups. Characteristics of social organization can include qualities such as sexual composition, spatiotemporal cohesion, leadership, struct ...
. Bourgeois emphasised the solidarity generated by interdependence between people as a positive factor for all human growth. Solidarism thus combined the natural interdependence of human beings with solidarity as a moral goal. Although the idea of solidarity had different successors and interpretations, they had in common the emphasis on both the
social responsibility Social responsibility is an ethical concept in which a person works and cooperates with other people and organizations for the benefit of the community. An organization can demonstrate social responsibility in several ways, for instance, by do ...
of the state and the
cooperation Cooperation (written as co-operation in British English and, with a varied usage along time, coöperation) takes place when a group of organisms works or acts together for a collective benefit to the group as opposed to working in competition ...
of citizens.


Charles Gide

Solidarity also played a central role in the thinking of the French economist Charles Gide (1847–1932). Gide set out to challenge the dominance of the liberal
school of economics In the history of economic thought, a school of economic thought is a group of economic thinkers who share or shared a mutual perspective on the way economies function. While economists do not always fit within particular schools, particularly in ...
in France. His thinking was influenced by both
biology Biology is the scientific study of life and living organisms. It is a broad natural science that encompasses a wide range of fields and unifying principles that explain the structure, function, growth, History of life, origin, evolution, and ...
and
sociology Sociology is the scientific study of human society that focuses on society, human social behavior, patterns of Interpersonal ties, social relationships, social interaction, and aspects of culture associated with everyday life. The term sociol ...
. He was particularly influenced by
Charles Fourier François Marie Charles Fourier (; ; 7 April 1772 – 10 October 1837) was a French philosopher, an influential early socialist thinker, and one of the founders of utopian socialism. Some of his views, held to be radical in his lifetime, have be ...
, who had criticised the social ills created by free market competition. Solidarity became a fundamental concept in Gide's thinking. He found manifestations of solidarity in nature, in the economy and in the social interdependencies of society, but for him solidarity was only ethically valuable when it was consciously voluntary. He created his own national economic doctrine, called Solidarism, according to which society could gradually move towards a cooperative economy in which workers themselves controlled the
means of production In political philosophy, the means of production refers to the generally necessary assets and resources that enable a society to engage in production. While the exact resources encompassed in the term may vary, it is widely agreed to include the ...
. In Gide's thinking, the values and goals of solidarity could be pursued through cooperative associations, 'the voluntary association of well-meaning people'. In Gide's solidarity, the
common property Common ownership refers to holding the assets of an organization, enterprise, or community indivisibly rather than in the names of the individual members or groups of members as common property. Forms of common ownership exist in every economic ...
created by free cooperative associations is their own and the added value created by their activities is returned in the form of
profit sharing Profit sharing refers to various incentive plans introduced by businesses which provide direct or indirect payments to employees, often depending on the company's profitability, employees' regular salaries, and bonuses. In publicly traded compa ...
. Solidarism preserved the foundations of the free market economic system and also accepted differences in people's economic status. However, large income disparities were not in line with the idea of solidarity, as Gide considered them to break the ties that bind the
individual An individual is one that exists as a distinct entity. Individuality (or self-hood) is the state or quality of living as an individual; particularly (in the case of humans) as a person unique from other people and possessing one's own needs or g ...
to
society A society () is a group of individuals involved in persistent social interaction or a large social group sharing the same spatial or social territory, typically subject to the same political authority and dominant cultural expectations. ...
. Gide is considered a major representative of the French historical school, and his ideas were different from the mainstream
liberal economics Economic liberalism is a political and economic ideology that supports a market economy based on individualism and private property in the means of production. Adam Smith is considered one of the primary initial writers on economic liberalism, ...
of the time. Gide's
social philosophy Social philosophy is the study and interpretation of society and social institutions in terms of ethical values rather than empirical relations. Social philosophers emphasize understanding the social contexts for political, legal, moral and cultur ...
was close to that of
Léon Walras Marie-Esprit-Léon Walras (; 16 December 1834 – 5 January 1910) was a French mathematical economics, mathematical economist and Georgist. He formulated the Marginalism, marginal theory of value (independently of William Stanley Jevons and Carl ...
, the developer of neoclassical
general equilibrium theory In economics, general equilibrium theory attempts to explain the behavior of supply, demand, and prices in a whole economy with several or many interacting markets, by seeking to prove that the interaction of demand and supply will result in an ov ...
, and he was one of the few supporters of Walras during his lifetime. Solidarity is still the core value underlying cooperatives today, alongside self-reliance,
ownership Ownership is the state or fact of legal possession and control over property, which may be any asset, tangible or intangible. Ownership can involve multiple rights, collectively referred to as '' title'', which may be separated and held by dif ...
,
equality Equality generally refers to the fact of being equal, of having the same value. In specific contexts, equality may refer to: Society * Egalitarianism, a trend of thought that favors equality for all people ** Political egalitarianism, in which ...
, and
justice In its broadest sense, justice is the idea that individuals should be treated fairly. According to the ''Stanford Encyclopedia of Philosophy'', the most plausible candidate for a core definition comes from the ''Institutes (Justinian), Inst ...
.
Cooperative A cooperative (also known as co-operative, coöperative, co-op, or coop) is "an autonomy, autonomous association of persons united voluntarily to meet their common economic, social and cultural needs and aspirations through a jointly owned a ...
members have a duty to emphasise the common interest and to ensure that all members are treated as fairly as possible. In addition to solidarity with its own members, the cooperative now also emphasises
social responsibility Social responsibility is an ethical concept in which a person works and cooperates with other people and organizations for the benefit of the community. An organization can demonstrate social responsibility in several ways, for instance, by do ...
beyond the cooperative itself.


Peter Kropotkin

Anarchist theorist
Peter Kropotkin Pyotr Alexeyevich Kropotkin (9 December 1842 – 8 February 1921) was a Russian anarchist and geographer known as a proponent of anarchist communism. Born into an aristocratic land-owning family, Kropotkin attended the Page Corps and later s ...
(1842–1921) connected the biological and the social in his formulation of solidarity. In his book, '' Mutual Aid: A Factor of Evolution'' (1902), written partly in response to Huxleyan Social Darwinism, Kropotkin studied the use of cooperation as a survival mechanism in human societies at their various stages, as well as with animals. According to him,
mutual aid Mutual aid is an organizational model where voluntary, collaborative exchanges of resources and services for common benefit take place amongst community members to overcome social, economic, and political barriers to meeting common needs. This ...
, or cooperation, within a species has been an important factor in the evolution of social institutions. Solidarity is essential for mutual aid; supportive activity towards other people does not result from the expectation of reward, but rather from instinctive feelings of solidarity. In his introduction to the book, Kropotkin wrote: Kropotkin advocated an alternative economic and social system, which would be coordinated through a horizontal network of voluntary associations with goods distributed in compliance with the physical needs of the individual, rather than according to labor.


Solidarity in the insurance system

The
political philosophy Political philosophy studies the theoretical and conceptual foundations of politics. It examines the nature, scope, and Political legitimacy, legitimacy of political institutions, such as State (polity), states. This field investigates different ...
of the early twentieth century, condensed into the concept of solidarity, sought to offer both a
scientific theory A scientific theory is an explanation of an aspect of the universe, natural world that can be or that has been reproducibility, repeatedly tested and has corroborating evidence in accordance with the scientific method, using accepted protocol (s ...
of social interdependence and a moral solution to
social problems A social issue is a problem that affects many people within a society. It is a group of common problems in present-day society that many people strive to solve. It is often the consequence of factors extending beyond an individual's control. Soc ...
. According to some scholars, the emergence of this new rationality was made possible by the concept of social risk and the idea and technology of insurance developed to manage it. Social risk is defined as the risk to a group of people, statistically speaking, which is caused in one way or another by their living together and which can be mitigated by a technique of joint and several liability such as
insurance Insurance is a means of protection from financial loss in which, in exchange for a fee, a party agrees to compensate another party in the event of a certain loss, damage, or injury. It is a form of risk management, primarily used to protect ...
. It has been said that insurance can be seen as one of the institutions of the
social contract In moral and political philosophy, the social contract is an idea, theory, or model that usually, although not always, concerns the legitimacy of the authority of the state over the individual. Conceptualized in the Age of Enlightenment, it ...
. The way insurance works requires individuals to take a
collective responsibility Collective responsibility or collective guilt is the responsibility of organizations, groups and societies. Collective responsibility in the form of collective punishment is often used as a disciplinary measure in closed institutions, e.g., b ...
or the events they feel the need to prepare for. Society can be said to have become 'modern' when insurance becomes social insurance and when, thanks to the techniques and institutions of insurance, the insurance model becomes both a symbolic and a functional basis for the social contract. Solidarity and
justice In its broadest sense, justice is the idea that individuals should be treated fairly. According to the ''Stanford Encyclopedia of Philosophy'', the most plausible candidate for a core definition comes from the ''Institutes (Justinian), Inst ...
are key principles underpinning the insurance system, according to Risto Pelkonen and Timo Somer. In the context of voluntary personal insurance, solidarity means that the insured share the benefits and costs between themselves, while justice means that each insured contributes to the costs according to the actuarial probability. Social insurance, on the other hand, is available to all citizens, regardless of their choice and health status, as the costs are covered by
tax revenue Tax revenue is the income that is collected by governments through taxation. Taxation is the primary source of government revenue. Revenue may be extracted from sources such as individuals, public enterprises, trade, royalties on natural reso ...
s and
statutory A statute is a law or formal written enactment of a legislature. Statutes typically declare, command or prohibit something. Statutes are distinguished from court law and unwritten law (also known as common law) in that they are the expressed wil ...
contributions.


Solidarity as the foundation of the welfare state

Solidarity, or solidarism, is widely seen as the central foundation of the
welfare state A welfare state is a form of government in which the State (polity), state (or a well-established network of social institutions) protects and promotes the economic and social well-being of its citizens, based upon the principles of equal oppor ...
. Among other things, the advent of statutory
social insurance Social insurance is a form of Social protection, social welfare that provides insurance against economic risks. The insurance may be provided publicly or through the subsidizing of private insurance. In contrast to other forms of Welfare spend ...
and
social law Social law is an unified concept of law, which replaces the classical division of public law and private law. The term has both been used to mean fields of law that fall between "core" private and public subjects, such as corporate law, competition ...
in the 20th century changed social thinking and enabled the breakthrough of the solidarity paradigm. The emergence of solidarity in social law can be thought of as being based on the norm of collective provisioning as the foundation of
social justice Social justice is justice in relation to the distribution of wealth, opportunities, and privileges within a society where individuals' rights are recognized and protected. In Western and Asian cultures, the concept of social justice has of ...
. However, it can be argued that the justification for social regulation and solidarity is not necessarily a positive normative logic, but rather general
civil rights Civil and political rights are a class of rights that protect individuals' political freedom, freedom from infringement by governments, social organizations, and private individuals. They ensure one's entitlement to participate in the civil and ...
.
Human rights Human rights are universally recognized Morality, moral principles or Social norm, norms that establish standards of human behavior and are often protected by both Municipal law, national and international laws. These rights are considered ...
are intended to apply equally to all people and are more akin to a legal 'law' than to a normative logic. The formation of welfare policy can therefore be thought of as being based on
human Humans (''Homo sapiens'') or modern humans are the most common and widespread species of primate, and the last surviving species of the genus ''Homo''. They are Hominidae, great apes characterized by their Prehistory of nakedness and clothing ...
and civil rights with a completely different logic, rather than on a collective norm. According to Professor Heikki Ervast, however, three basic concepts can be associated with Nordic welfare states: macro-collectivism, universalism and solidarism. In simple terms, macro-collectivism means that recipients and payers of transfers do not need to know each other. Universalism means that the
social protection Social protection, as defined by the United Nations Research Institute for Social Development, is concerned with preventing, managing, and overcoming situations that adversely affect people's well-being. Social protection consists of policies and ...
and services of the
welfare state A welfare state is a form of government in which the State (polity), state (or a well-established network of social institutions) protects and promotes the economic and social well-being of its citizens, based upon the principles of equal oppor ...
apply to all citizens. Solidarism means that the welfare state is not simply an instrument designed to guarantee social peace, but is based on solidarity, human dignity, and equality. Pauli Forma, Associate Professor of Social Policy at the
University of Turku The University of Turku (, shortened ''UTU'') is a multidisciplinary public university with eight faculties located in the city of Turku in southwestern Finland. The university also has campuses in Rauma and Pori and research stations in Kevo ...
, has summarised the central role of solidarity as the ethical basis of the welfare state: 'The welfare state is an institution of collective solidarity'. In other words, a welfare state is a democratic and prosperous state that
collective A collective is a group of entities that share or are motivated by at least one common issue or interest or work together to achieve a common objective. Collectives can differ from cooperatives in that they are not necessarily focused upon an e ...
ly shows solidarity by taking responsibility for the social security and
equality Equality generally refers to the fact of being equal, of having the same value. In specific contexts, equality may refer to: Society * Egalitarianism, a trend of thought that favors equality for all people ** Political egalitarianism, in which ...
of its citizens and for helping the disadvantaged. The welfare state can be said to be the "invisible hand of solidarity", in the same way that the " invisible hand of the market" is at work in a
free market economy A market economy is an economic system in which the decisions regarding investment, production, and distribution to the consumers are guided by the price signals created by the forces of supply and demand. The major characteristic of a market ...
.


Solidarity tax

A solidarity tax is a
fee A fee is the price one pays as remuneration for rights or services. Fees usually allow for overhead, wages, costs, and markup. Traditionally, professionals in the United Kingdom (and previously the Republic of Ireland) receive a fee in contrad ...
imposed by the government of some countries to finance projects that serve, in theory, to unify or solidarize the country. It is usually imposed for a short period of time in addition on
income tax An income tax is a tax imposed on individuals or entities (taxpayers) in respect of the income or profits earned by them (commonly called taxable income). Income tax generally is computed as the product of a tax rate times the taxable income. Tax ...
of
individual An individual is one that exists as a distinct entity. Individuality (or self-hood) is the state or quality of living as an individual; particularly (in the case of humans) as a person unique from other people and possessing one's own needs or g ...
s, private
entrepreneurs Entrepreneurship is the creation or extraction of economic value in ways that generally entail beyond the minimal amount of risk (assumed by a traditional business), and potentially involving values besides simply economic ones. An entreprene ...
, and
legal entities In law, a legal person is any person or legal entity that can do the things a human person is usually able to do in law – such as enter into contracts, sue and be sued, own property, and so on. The reason for the term "''legal'' person" is t ...
. In
Germany Germany, officially the Federal Republic of Germany, is a country in Central Europe. It lies between the Baltic Sea and the North Sea to the north and the Alps to the south. Its sixteen States of Germany, constituent states have a total popu ...
, the solidarity tax was first introduced after
German reunification German reunification () was the process of re-establishing Germany as a single sovereign state, which began on 9 November 1989 and culminated on 3 October 1990 with the dissolution of the East Germany, German Democratic Republic and the int ...
. The tax amounted to 7.5% of the amount of income tax payable (for individuals) and income tax payable (for legal entities). It was later abolished and reintroduced from 1995 to December 31, 1997, after which it was reduced to 5.5% on January 1, 1998. The legality of the tax was repeatedly challenged, but it was recognized by the German Federal Financial Court as not contrary to the German Constitution. The long-term assessment of the solidarity tax was considered unconstitutional in Germany. In
Italy Italy, officially the Italian Republic, is a country in Southern Europe, Southern and Western Europe, Western Europe. It consists of Italian Peninsula, a peninsula that extends into the Mediterranean Sea, with the Alps on its northern land b ...
, the solidarity tax was first introduced in 2012. All individuals whose annual
gross income For households and individuals, gross income is the sum of all wages, salaries, profits, interest payments, rents, and other forms of earnings, before any deductions or taxes. It is opposed to net income, defined as the gross income minus taxes ...
exceeds €300,000 are required to pay a 3% tax on the amount exceeding this amount. In
France France, officially the French Republic, is a country located primarily in Western Europe. Overseas France, Its overseas regions and territories include French Guiana in South America, Saint Pierre and Miquelon in the Atlantic Ocean#North Atlan ...
, the
solidarity tax on wealth The solidarity tax on wealth (, ISF) was an annual direct wealth tax on those in France having assets in excess of €1,300,000 (since 2011). It was one of the Socialist Party's 1981 electoral platform's measures, 110 Propositions for France. Fi ...
was introduced in 1981; in September 2017, the French government abolished the solidarity tax and replaced it with a wealth tax on real estate starting in 2018. It was paid by all citizens and married couples whose property exceeded 1.3 million euros on January 1. The tax ranged from 0.5% to 1.5% of the value of property exceeding 800,000 euros. In 2013 the solidarity tax was also introduced in the
Czech Republic The Czech Republic, also known as Czechia, and historically known as Bohemia, is a landlocked country in Central Europe. The country is bordered by Austria to the south, Germany to the west, Poland to the northeast, and Slovakia to the south ...
in response to
economic recession An economy is an area of the Production (economics), production, Distribution (economics), distribution and trade, as well as Consumption (economics), consumption of Goods (economics), goods and Service (economics), services. In general, it is ...
and was cancelled in 2021. In this country it was 7% for all residents earning more than
CZK The koruna, or crown (currency sign, sign: Kč; ISO 4217, code: CZK, ), has been the currency of the Czech Republic since 1993. The koruna is one of the European Union's eight currencies, and the Czech Republic is legally bound to Czech Repub ...
100,000 per month.


Bioethics

Solidarity is discussed in philosophy within its various sub-fields of law,
ethics Ethics is the philosophy, philosophical study of Morality, moral phenomena. Also called moral philosophy, it investigates Normativity, normative questions about what people ought to do or which behavior is morally right. Its main branches inclu ...
, and
political philosophy Political philosophy studies the theoretical and conceptual foundations of politics. It examines the nature, scope, and Political legitimacy, legitimacy of political institutions, such as State (polity), states. This field investigates different ...
. Ancient philosophers such as
Socrates Socrates (; ; – 399 BC) was a Ancient Greek philosophy, Greek philosopher from Classical Athens, Athens who is credited as the founder of Western philosophy and as among the first moral philosophers of the Ethics, ethical tradition ...
and
Aristotle Aristotle (; 384–322 BC) was an Ancient Greek philosophy, Ancient Greek philosopher and polymath. His writings cover a broad range of subjects spanning the natural sciences, philosophy, linguistics, economics, politics, psychology, a ...
discuss solidarity from within a
virtue ethics Virtue ethics (also aretaic ethics, from Greek []) is a philosophical approach that treats virtue and moral character, character as the primary subjects of ethics, in contrast to other ethical systems that put consequences of voluntary acts, pri ...
framework, because in order to live a good life one must perform actions and behave in a way that is in solidarity with the community. An approach in
bioethics Bioethics is both a field of study and professional practice, interested in ethical issues related to health (primarily focused on the human, but also increasingly includes animal ethics), including those emerging from advances in biology, me ...
is to identify solidarity as a three-tiered practice enacted at the interpersonal, communal, and contractual and legal levels. This approach is driven by the quest to differentiate between the diverse applications of the concept and to clarify its meaning, both historically and in terms of its potential as a fruitful concept for contemporary moral, social, and political issues. The modern practice of bioethics is significantly influenced by Immanuel Kant's concept of the
Categorical Imperative The categorical imperative () is the central philosophical concept in the deontological Kantian ethics, moral philosophy of Immanuel Kant. Introduced in Kant's 1785 ''Groundwork of the Metaphysics of Morals'', it is a way of evaluating motivati ...
. Pastor and philosopher Fritz Jahr's article "Bio-Ethics: A Review of the Ethical Relationships of Humans to Animals and Plants" refines Kant's original Categorical Imperative discourse by including the notion of the Bioethical Imperative. Biomedical technology has also further introduced solidarity as the pivotal concept in bioethics. Another scholar, Meulen ter Ruud, discusses the need for solidarity within European health and social care systems, through organizations like
Solidar SOLIDAR is a European network of NGOs working to advance social justice in Europe and worldwide. SOLIDAR voices the concerns of its member organisations to the EU and international institutions across the policy sectors of social affairs, inte ...
.


Imperative

Fritz Jahr describes bioethics as ultimately made up of "academic discipline, principle, and virtue". This echoes back to the influence
Socrates Socrates (; ; – 399 BC) was a Ancient Greek philosophy, Greek philosopher from Classical Athens, Athens who is credited as the founder of Western philosophy and as among the first moral philosophers of the Ethics, ethical tradition ...
has on the norms of bioethics and its practices. Jahr utilizes Kant's Categorical Imperative to demonstrate the obligatory, yet innately human practice of the Bioethical Imperative:
e guiding principle for our actions is the ''Bioethical Imperative'': Respect every living being in general as an end in itself, and treat it if possible, as such
as it arises in the relationships not only between people, but also with plants and other animal species. Jahr believes that in order to practice bioethics, one must be in solidarity with all forms of life. If one only decides to be in solidarity in humans, then one should not behave virtuously in any manner.


Catholic social teaching

Solidarity is an element of
Catholic social teaching Catholic social teaching (CST) is an area of Catholic doctrine which is concerned with human dignity and the common good in society. It addresses oppression, the role of the state, subsidiarity, social organization, social justice, and w ...
. According to
Pope Francis Pope Francis (born Jorge Mario Bergoglio; 17 December 1936 – 21 April 2025) was head of the Catholic Church and sovereign of the Vatican City State from 13 March 2013 until Death and funeral of Pope Francis, his death in 2025. He was the fi ...
: The Church's teaching on solidarity is explained in the
Compendium of the Social Doctrine of the Church The ''Compendium of the Social Doctrine of the Church'' is a document issued by the Pontifical Council for Justice and Peace in 2004 to offer "a complete overview of the fundamental framework of the doctrinal corpus of Catholic social teaching". T ...
, and briefly summarised in the
Catechism of the Catholic Church The ''Catechism of the Catholic Church'' (; commonly called the ''Catechism'' or the ''CCC'') is a reference work that summarizes the Catholic Church's doctrine. It was Promulgation (Catholic canon law), promulgated by Pope John Paul II in 1992 ...
:


Islamic Solidarity

Solidarity is an important part of the teachings God sent down to the
Prophet Muhammad In Islam, Muhammad () is venerated as the Seal of the Prophets who transmitted the Quran, eternal word of God () from the Angels in Islam, angel Gabriel () to humans and jinn. Muslims believe that the Quran, the central religious text of Isl ...
. Indeed, Muslims were called upon in the
Qur'an The Quran, also romanized Qur'an or Koran, is the central religious text of Islam, believed by Muslims to be a revelation directly from God ('' Allāh''). It is organized in 114 chapters (, ) which consist of individual verses ('). Besides ...
to unify under one banner, that of Islam, as equals before God. This centred around principles of brotherhood (''ukhuwwa''), social responsibility (''al-takaful al-ijtima'i'') and almsgiving (''
zakat Zakat (or Zakāh زكاة) is one of the Five Pillars of Islam. Zakat is the Arabic word for "Giving to Charity" or "Giving to the Needy". Zakat is a form of almsgiving, often collected by the Muslim Ummah. It is considered in Islam a relig ...
'' or '' sadaqa''). The central teaching to Islam is to subject oneself to God, and that, in this pursuit, all are equal before Him. ; IX, 60: "Alms are meant only for the poor, the needy, those who administer them, those whose hearts need winning over, to free slaves and help those in debt, for God's cause, and for travellers in need. This is ordained by God; God has the knowledge to decide." ; XVI, 90: "God commands justice, doing good, and generosity towards relatives and He forbids what is shameful, blameworthy, and oppressive." ; LIX, 7: "Whatever gains God has turned over to His Messenger from the inhabitants of the villages belong to God, the Messenger, kinsfolk, orphans, the needy, the traveller in need - this is so that they do not just circulate among those of you who are rich - so accept whatever the Messenger gives you, and abstain from whatever he forbids you." This is not only applicable to the Muslim community. Other religious communities, especially the
people of the book People of the Book, or ''Ahl al-Kitāb'' (), is a classification in Islam for the adherents of those religions that are regarded by Muslims as having received a divine revelation from Allah, generally in the form of a holy scripture. The clas ...
, are traditionally accepted as true believers and protected communities. This lesson is drawn from Surat al-Ma'ida, verse 48. Although opinions differ on this matter,
Seyyed Hossein Nasr Seyyed Hossein Nasr (born April 7, 1933) is an Iranian Americans, Iranian-American academic, philosophy, philosopher, theology, theologian, and Ulama, Islamic scholar. He is University Professor of Islamic studies at George Washington University. ...
notes that the majority opinion of Islamic scholars is that this verse pertains to a universal acceptance of other religions.


Pan-Islamism

In modern history,
pan-Islamism Pan-Islamism () is a political movement which advocates the unity of Muslims under one Islamic country or state – often a caliphate – or an international organization with Islamic principles. Historically, after Ottomanism, which aimed at ...
was an important driver of inter-Islamic solidarity movements. This movement sought to mobilize a trans-national
imagined community An imagined community is a concept developed by Benedict Anderson in his 1983 book '' Imagined Communities'' to analyze nationalism. Anderson depicts a nation as a socially-constructed community, imagined by the people who perceive themselves a ...
in the wake of a perceived decline of the Muslim world to regain its former political glory. Pan-Islamism is often associated with anti-colonialism and anti-imperialism. Whilst this is true for later period, early pan-Islamic thinkers such as
Jamāl al-Dīn al-Afghānī Sayyid Jamāl al-Dīn al-Afghānī (Pashto/), also known as Jamāl ad-Dīn Asadābādī () and commonly known as Al-Afghani (1838/1839 – 9 March 1897), was an Iranian political activist and Islamic ideologist who travelled throughout the Mus ...
and Syed Ameer Ali sought to make use of pan-Islamic ideals to fight for Muslim rights within the colonial framework of the United Kingdom and the
concert of Europe The Concert of Europe was a general agreement among the great powers of 19th-century Europe to maintain the European balance of power, political boundaries, and spheres of influence. Never a perfect unity and subject to disputes and jockeying ...
of which the
Ottoman Caliphate The Ottoman Caliphate () was the claim of the heads of the Turkish Ottoman dynasty, rulers of the Ottoman Empire, to be the caliphs of Islam during the Late Middle Ages, late medieval and Early Modern period, early modern era. Ottoman rulers ...
was a part. In the 1920s, the Khalifat Movement made use of British concessions during World War I to combat the
Treaty of Sèvres The Treaty of Sèvres () was a 1920 treaty signed between some of the Allies of World War I and the Ottoman Empire, but not ratified. The treaty would have required the cession of large parts of Ottoman territory to France, the United Kingdom, ...
. And, in the 1930s, the World Islamic Congress was held in Jerusalem to negotiate a settlement for Palestinian independence within the confines of the British Mandate. Pan-Islamist ideas of society (Ar. ''umma'', ''mujtamiʿ'', or ''al-hayʾa al-ijtimāʿiyya'') were characterised by modernist interpretations of Islam and a general acceptance of other religions. Others in that period sought to implement Islamic solidarity principles from the bottom up. In Egypt,
Hassan al-Banna Hassan Ahmed Abd al-Rahman Muhammed al-Banna (; 14 October 1906 – 12 February 1949), known as Hassan al-Banna (), was an Egyptian schoolteacher and Imam, best known for founding the Muslim Brotherhood, one of the largest and most influential g ...
established the
Muslim Brotherhood The Society of the Muslim Brothers ('' ''), better known as the Muslim Brotherhood ( ', is a transnational Sunni Islamist organization founded in Egypt by Islamic scholar, Imam and schoolteacher Hassan al-Banna in 1928. Al-Banna's teachings s ...
in 1928 to organize society on the basis of Islamic ethical and social values, including social welfare and solidarity with the disenfranchised. Operating in the capitalist setting of interwar Egypt and drawing on Islamic rights to property, they made the pragmatic decision to advocate an Islamic economy that stressed Egyptian ownership over factories and emphasized social welfare.


Al-Takāful al-Ijtimāʿī and Islamic Socialism

''Takāful'' is a difficult to translate word that might best be translated as a combination of solidarity, mutual responsibility, and cooperative insurance. Thinkers like Mustafa al-Siba'i, the leader of the Syrian Muslim Brotherhood, have employed the term to argue for
Islamic Socialism Islamic socialism is a political philosophy that incorporates elements of Islam into a system of socialism. As a term, it was coined by various left-wing Muslim leaders to describe a more spiritual form of socialism. Islamic socialists believe ...
, arguing that socialism was most in line with Islamic teachings on al-takāful al-ijtimāʿī (En. social solidarity). Al-Siba'i identified ten levels of social responsibility and solidarity: #al-takāful al-adabī (Solidariy in mannerisms) #al-takāful al-ʿilmī (Solidarity in providing education) #al-takāful al-siyāsī (Political solidarity) #al-takāful al-difāʿī (Solidarity in defence f one's community #al-takāful al-jināʾī (Solidarity in olvingcrime) #al-takāful al-akhlāqī (Solidarity in upholding morality) #al-takāful al-iqtiṣādī (Economic solidarity) #al-takāful al-ʿabādī (Solidarity in worship) #al-takāful al-ḥaḍārī (Solidarity amongst societal groups) #al-takāful al-maʿāshī (Solidarity with respect to living, i.e. taking care of the needy) Since the 1970s, ''takāful'' became theorised in Islamic finance as "a scheme where the participants are the insureds as well as the insurers and therefore share in the loss or profit of the operator, unlike insurance companies, where the risk is borne solely by the insurers"


Solidarity and the Palestinian Cause

The Palestinian cause has taken central stage in expressions of solidarity in the Islamic world. Although solidarity with Palestinians is not exclusively an Islamic matter, the land of Palestine holds extra significance for many Muslims due to the city of Jerusalem. Expressions of solidarity have taken several forms:


State-Level Diplomacy

The Organisation of Islamic Cooperation, a intergovernmental organisation of Muslim majority countries, has resisted and spoken out against Israeli violence against Palestinians, though they have been criticised for neglecting minority rights in own member states. Additionally, in the 1970s the
PLO The Palestine Liberation Organization (PLO; ) is a Palestinian nationalist coalition that is internationally recognized as the official representative of the Palestinian people in both the occupied Palestinian territories and the diaspora. ...
earned a spot at the United Nations Council through the anti-colonialist movement in the
Global South Global North and Global South are terms that denote a method of grouping countries based on their defining characteristics with regard to socioeconomics and politics. According to UN Trade and Development (UNCTAD), the Global South broadly com ...
during that time.


Armed Resistance Groups

Solidarity with the Palestinian cause has played a central role in Hizballah's legitimation in Lebanon, with their genesis in the second Israeli invasion of Lebanon and their resistance to the subsequent occupation. Hizballah was supported by the 'axis of resistance' which is central to Iran's Islamically inspired militant opposition to colonial presence in the region. In the past, secular opposition also called on anti-colonial and third world solidarity to justify their armed resistance.


Activism

Popular protests, bringing together intersectional solidarity networks, have been a recurring expression of solidarity with wars in Palestine. Organizations such as Samidoun, the Boycott, Divestment and Sanctions Movement, Islamic Relief Worldwide, and Jewish Voice for Peace have played important roles in the West in terms of raising awareness and funds for the Palestinian cause. Universities have also been home to student protests. They call for the breaking of ties with Israeli universities because of their alleged complicity in oppressing Palestinian students and knowledge production.


Gallery

File:Helsingin Kaupunginteatteri solidarity for Ukraine RL-220309-2215.jpg, The Helsinki City Theatre in
Helsinki, Finland Helsinki () is the capital and most populous city in Finland. It is on the shore of the Gulf of Finland and is the seat of southern Finland's Uusimaa region. About people live in the municipality, with  million in the capital region and ...
illuminated in the colors of the
flag of Ukraine The national flag of Ukraine (, ) consists of equally sized horizontal bands of blue and yellow. The blue and yellow bicolor flag was first seen during the 1848 Spring of Nations in Lemberg (Lviv), the capital of the Kingdom of Galicia and Lo ...
, in solidarity with
Ukraine Ukraine is a country in Eastern Europe. It is the List of European countries by area, second-largest country in Europe after Russia, which Russia–Ukraine border, borders it to the east and northeast. Ukraine also borders Belarus to the nor ...
during the
2022 Russian invasion of Ukraine On 24 February 2022, , starting the largest and deadliest war in Europe since World War II, in a major escalation of the Russo-Ukrainian War, conflict between the two countries which began in 2014. The fighting has caused hundreds of thou ...
File:PraxisGermany - Copy.png,
Anarchist Anarchism is a political philosophy and Political movement, movement that seeks to abolish all institutions that perpetuate authority, coercion, or Social hierarchy, hierarchy, primarily targeting the state (polity), state and capitalism. A ...
banner
Dresden Dresden (; ; Upper Saxon German, Upper Saxon: ''Dräsdn''; , ) is the capital city of the States of Germany, German state of Saxony and its second most populous city after Leipzig. It is the List of cities in Germany by population, 12th most p ...
Germany Germany, officially the Federal Republic of Germany, is a country in Central Europe. It lies between the Baltic Sea and the North Sea to the north and the Alps to the south. Its sixteen States of Germany, constituent states have a total popu ...
, translating to "Solidarity must become practice"


See also

*
Altruism Altruism is the concern for the well-being of others, independently of personal benefit or reciprocity. The word ''altruism'' was popularised (and possibly coined) by the French philosopher Auguste Comte in French, as , for an antonym of egoi ...
*
Autarky Autarky is the characteristic of self-sufficiency, usually applied to societies, communities, states, and their economic systems. Autarky as an ideology or economic approach has been attempted by a range of political ideologies and movement ...
*
Classism Class discrimination, also known as classism, is prejudice or discrimination on the basis of social class. It includes individual attitudes, behaviors, systems of policies and practices that are set up to benefit the upper class at the expense of ...
*
Corporatism Corporatism is an ideology and political system of interest representation and policymaking whereby Corporate group (sociology), corporate groups, such as agricultural, labour, military, business, scientific, or guild associations, come toget ...
*
Generalized exchange Generalized exchange is a type of social exchange in which a desired outcome that is sought by an individual is not dependent on the resources provided by that individual. It is assumed to be a fundamental social mechanism that stabilizes relati ...
*
Group cohesiveness Group cohesiveness, also called group cohesion, social harmony or social cohesion, is the degree or strength of bonds linking members of a social group to one another and to the group as a whole. Although cohesion is a multi-faceted process, it ...
*
Groupthink Groupthink is a psychological phenomenon that occurs within a group of people in which the desire for harmony or conformity in the group results in an irrational or dysfunctional decision-making outcome. Cohesiveness, or the desire for cohesivenes ...
* Entitativity *
Hierarchy A hierarchy (from Ancient Greek, Greek: , from , 'president of sacred rites') is an arrangement of items (objects, names, values, categories, etc.) that are represented as being "above", "below", or "at the same level as" one another. Hierarchy ...
* Linked fate *
Pan-Islamism Pan-Islamism () is a political movement which advocates the unity of Muslims under one Islamic country or state – often a caliphate – or an international organization with Islamic principles. Historically, after Ottomanism, which aimed at ...
* Solidarism *
Solidarity economy Solidarity economy or social and solidarity economy (SSE) refers to a wide range of economic activities that aim to prioritize social profitability instead of purely financial profits. A key feature that distinguishes solidarity economy entities ...


Notes


Further reading

* * * * * {{Use Oxford spelling, date=November 2017 Altruism Community building Sociological terminology Virtue Social justice